Introduction for Campus Solutions 20070808

8/3/2019 Introduction for Campus Solutions 20070808

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CMS/PeopleSoftCampus Solutions

Navigation and Configuration


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Map of Todays Class

We will explore:

PeopleSoft Navigation & Configuration

CSU ID Search

Sorting and Saving Search Results

Working With Pages Security Role Based

Effective Dating

Service Indicators

Signing Out Help Me! (Where to go for more)


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Signing in to PeopleSoft

To sign in toPeopleSoft do thefollowing:

Navigate to the

PeopleSoftApplication viayour webbrowser.

Type in yourUser ID andpassword.

Click Sign In


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Navigation and Configuration Cont. Portal Like Navigation

Menu is collapsibleand expandable

All items can be foundon the left hand side ofthe screen

As the user drills down themenu folders andsubfolders will appear onthe right hand side of thescreen.

Default Functional arenavigation (DFAN) pagesappear as a user drillsdown. These pages aretask driven and centeredaround completing specificbusiness processes.


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Navigation Continued

Every user in PeopleSoft is

assigned a role and is added to oneor more permission lists.

Roles and permission lists are whatcontrol the level of access a

PeopleSoft user will have. In addition, the menu options in the

main menu navigation aredetermined by roles and

permissions.


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Page Layout

Expanded MenuButton

Universal NavigationHeader

Page Tabs

Content

Buttons Toolbar

Page Bar

Menu Navigation


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SavingInformation

Save Button

Whennavigatingbetween pages

you do not haveto save yourentered data.You must saveit prior toleaving acomponent.


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Navigation and Configuration Cont.

Menu Search

Find menu items quicklyby using the searchfunctionality.

Search Results will

include: Menu Titles

Descriptions

Navigation Guide(Breadcrumbs)

Direct Link

Customize Settings

Decide to show or hidesearch summaries


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Menu Breadcrumbs

Just above the menus are the breadcrumbs, which are underlined links that

indicate where you have navigated to in the application. Once you enter asearch page the menu breadcrumbs will disappear.


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Navigation and Configuration Cont.

My Favorites

Add your most usedand visited businessprocesses to My

Favorites.

Click Add to

Favorites in the

upper right of yourbrowser window.

Collapsed Favorites List

Hidden Favorites List


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CSU ID Search

The CSU ID Search is the first step prior to any data

entry. This is done to determine if a person exists in thePeopleSoft Database.


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CSU ID Search Continued.

CSU ID Search Results

Depending on the type of record the following pages will be displayed when detail isselected.

Employees/ Person of Interest: Main Menu > Workforce Administration > Personal Information > Biographical > Modify a Person

Campus Solutions Person: Main Menu > Campus Community > Personal Information > Add/Update a Person

HR Recruiting: Main Menu > Recruiting > Add New Applicant


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Enhanced Searches

Extensive,user-defined operatorsallow for flexible searches.

Ability to save searchcriteria.

Sort your search results.


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Wildcard Searches You can use three different wildcard features to assist

in searching for data.

These wildcards can be helpful in finding the exact

information you want to process. The following are the supported standard wildcard

features:

Wildcard Function

% (percent sign) Match one or more characters.

_ (underscore) Match any single character.

\ (back slash) Escape characterdon't treat the nextcharacter as a wildcard.


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Saving Searches

1. Enter Search Criteria

2. Click Save Criteria

3. Name Search Criteria

4. Click Save

5. You are returned to the

search page. Notice thatyou are now given theoption of using your savedsearch.


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Search results can be sorted in both ascending and descending order.To change the order simply click on a column header.

Ascending Order

Descending Order


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Grid Functionality

Many pages that contain lists of data are

structured as editable grids.


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Sorting data in grids

Like search results, data found in grids can besorted in ascending or descending order.

Click on columnheader to sort.


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Customizing Grid Display

Like search results, data found in grids can be

sorted in ascending or descending order.

Click on the Customize hyperlink

Define the order in which your columns are displayed

Show or hide columns

Create an automatic sort sequence


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Exporting Grid Data to Excel

By clicking on the download icon shown below you will be able toexport your grid data in Excel. The download feature must be enabledin My Personalizations prior to downloading. To enable it navigate to

My Personalizations > General Options > Excel 97 grid download


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Insert Rows and Delete Rows

You may add multiple rows by clicking on the plussymbol located to the right of the grid data.

Additionally you may delete rows of data by clicking onthe minus symbol located next to the plus symbol.


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Effective Dating

Effective dating allows users to maintain a chronological

record of historical, current and future data. When entering effective dated information current

information is not overwritten.

There are three categories of effective-dated records: Future - All rows that have an effective date greater than the

system date. Current - The row with the effective date closest to, but not

greater than the system date. It is this row of data that thesystem recognizes as the current active row.

History - All rows with an effective date less than the effective

date on the current row. When the date of a future row arrives, it becomes the

current row. What was the current row then becomeshistory.


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Effective Dating Cont.

An Example

You need to update a students mailing address.

Before you conduct your search for the students

address record, make sure you check IncludeHistory on the search page.


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Service Indicators

Service Indicators allow or deny access to

different services for individuals. There are both positive and negative indicators

Positive Service Indicators

Special privileges

Contributions

Early Registration

Negative Service Indicators

No transcript privileges.

Cannot use library.

No Enrollment privileges.


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Signing Off PeopleSoft

When you are finished entering data please

remember to click the sign out link located inthe Universal Navigation Header. If you were toexit the browser first you are still technicallysigned in. This is a potential security risk.


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Additional Information

To view this presentation online and to download

a copy of the class activity guide please visit: http://cms.csumb.edu

For technical and/or functional PeopleSoftreference please click on the Help link located

in the Universal Navigation Header.

For more assistance please contact

[email protected]
mailto:[email protected]:[email protected]:[email protected]


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E-mail Notifications

E-mail notifications allow users to notify others of particular transactions. Ifenabled, the Notify button is located at the bottom of the page. When clicked

the user is taken to the screen below.


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Now, please complete the activities

described in the Activities Guide provided.

Thank you for your time and attention!


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My Personalizations

PeopleSoft offers personalization the help maximize your workflow.

Regional Settings NavigationPersonalizations

GeneralOptions

System &ApplicationMessages

Accessibility Features

Excel 97 grid download

Time page held in cache

Multi Language Entry

Spell Check Dictionary

Afternoon Designator

Auto-recognize GregorianDates

Calendar

Date Format

Local Time Zone

Time Format

Use Local Time zone

First day of week

Save Warning Automatic menu collapse

Tab over Calendar Button

Tab over Grid Tabs

Tab over Lookup Button

Tab over Browser

Elements

Tab over Page Links

Tab over Related PageLinks

Tab over Toolbar


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Spell Check Functionality

Many text fieldsnow have spellcheck ability. Lookfor this icon.

Documents

Introduction for Campus Solutions 20070808