Shortcut/Action Description

Alt, + Navigate between pages in a component.

Alt, (letter)

Navigate to page on Component by the letter underlined, ex: Alt+R (if one of

the tabs has an 'R' underlined on the name).

Alt, 1 Save page.

Alt, 2 Return to search page.

Alt, 3 View the next row in the search list.

Alt, 4 View the previous row in the search list.

Alt, 5 Opens the Look Up page or Calendar prompt.

Alt, 6 Opens the pop-up windows on a page.

Alt, 7 Inserts rows in a grid or scroll area.

Alt, 8 Deletes rows in a gride or scroll area.

Alt, . Next row in a grid or scroll area.

Alt, , Previous row in a grid or scroll area.

Alt, / Find data in grid or scroll area.

Alt, ' View all rows of data in grid or scroll area.

Alt, \ Toggles between options in a Search page.

Ctrl, K Display page with available hot and access keys.

Ctrl, Shift, J (Chrome) See PeopleSoft object details, i.e. Page, Fields, Menus, etc.

% Wildcard.

_ (underscore) Match any single character.

\ (backslash) Escape character, do not treat the next character as a wildcard.

today If entered in date field, means today's date.

Acronym Definition

* When used next to field name, means required.

CS Campus Solutions.

ctcLink ERP platform.

DBMS DataBase Management System.

ERP Enterprise Resource Planning.

FIN Financial Management.

HCM Human Capital Management.

PDB### ctcLink (college code) Database, (P)eoplesoft (D)ata(B)ase (college code)

PDBSBOX ctcLink Sandbox Database, (P)eoplesoft (D)ata(B)ase (S)and(BOX)

PDBSBCTC ctcLink SBCTC Database, (P)eoplesoft (D)ata(B)ase (SBCTC)

RDBMS Relational Database System.

SACR Student Administration & Contributor Relations

SCM Supply Chain Management

Term Definition

PeopleSoft Cheat SheetShortcuts/Actions

Terms

Acronyms

Advanced Search One to many fields, and operators can be used.

Application Server Translates requests to RDBMS.

Basic Search One field at a time, with no operators.

Breadcrumb Trail Provides navigation.

Business Unit Entity that is independent in terms of operation.

Campus Solutions Pillar: student administration, replaces SMS, FAM, Degree Audit.

Client End user view of interface.

Column [see Field]

Component One or several pages within the same window.

Contact Us Portlet One-way communication to provide Oracle feedback.

ctcLink Implementation of ERP by SBCTC.

Database Collection of records.

DataBase Management System Software interacts with user/applications for capure/analyze of data.

Database Server Replies to data requests, records data changes.

Description Field [process] Uniquey identify process.

District Entity in the system.

Effective Dated Categories Current, Future, History

Effective Dating Capturing data over a period of time.

Enterprise Resource Planning Business process management software.

Entity Uniquely identified collection of records or rows stored in a database.

Favorite

Similar to bookmarks in web browsers. Shortcut to navigation.

Set/personalized by each user.

Field Column of data in a row.

Financial Management Pillar: business processes, replaces FMS.

Folder Tab

Tabs available at the top of a page to access additional sub-pages. See

Component.

Grid Multiple occurrences of data for a group of Fields.

Homepage Page Displays after login, or click Home.

Hot Key Using keyboard strokes to perform action.

Human Capital Management Pillar: HR related functionality, replaces PPMS.

Hyperlink A link to click.

Main Menu Navigation at the top of window, will differ based on role.

Module

Pillar data sets that communicate with each other. Ex: Billing, Accounts

Receivable.

Navigation Page Alternatives to menu pagelet. In form of task-driven pages.

Operating Unit Distinct district, college, campus.

Oracle Company that created PeopleSoft.

Page Layout

Contain Main Menu, Universal Navigation Header, Pagebar, Transaction

Area.

Page Types Homepage, Navigation, Transaction

Pagebar

Series of links/buttons below the Universal Navigation Header. Vary by

page.

Pagelet

Small pages that provide display-only snapshots/single function of content.

(sometimes called portlets, gadgets, widgets, or modules)

PeopleSoft RDBMS created by Oracle.

Pillar PeopleSoft database.

Portlet Specific section provided on left navgiation area.

Primary Key(s) Uniquely idenitfy Row.

Process Instance Number Indicates process has been submitted to the Process Scheduler.

Process Monitor Monitor status of request in the Process Scheduler.

Process Name Field Display name of the process.

Process Output Types File, Printer, Email, Web

Process Scheduler Processes report requests.

Process Type Field Display type of process.

Query Asking the database a question.

Query Viewer Asking the database a question.

Record Composed of Rows.

Related Links Portlet Navigate to related help pages or external websites.

Relational Database System A DBMS based on relational model.

Report Retrieve data from database based on criteria.

Report Manager View reports.

Row Collection of Fields.

Run Control ID [process] Identifier, paired with User ID to uniquely identify process.

Run Date Field [process] Specify run date.

Run Time Field [process] Specify run time.

School Entity in the system.

Search Keys Displayed depending on current component.

Search Portlet Search for text within all of the files in the product line (time consuming).

Search Results Grid Execute query and display results in window, Excel, XML.

Shortcut [see Hot Key]

Subject Navigation Pages Access help for a specific product or subject.

Submenu A menu within a menu , will differ based on role.

Table [see Record]

Transaction Page/Area Data is displayed and/or entered.

Universal Navigation Header

Located at the top of the page. Remains static as you navigate through the

pages.

Web Server Delivers the interface.

Wildcard Special symbol stands for one or more characters.

Label Definition

LAUNCHPAD Provide relevant information to perform infrequent tasks

Set Up SACR Control access to student information

Integration Broker

Messaging between internal/3rd party systems, exposes logic as web

services, consume/invoke web services

Distribution Status Status of the process Request and final file generation

Run Status Status of the process, i.e. Queued, Inititated, Cancelled

Labels

Main Menu-->PeopleSoftTools-->Process Scheduler: Process Monitor

Main Menu: PeopleSoftTools

Main Menu

Symbolic ID

Proxy ID for the Access ID and Access password. Used to retrieve encrypted

ACCESSID and ACCESSPSWD from PSACCESSPRFL

Navigator Homepage [one per user] Navigation homepages, used by PeopleSoft Workflow

Primary [one per user] Primary permission lists grant global security

Process Profile [one per user] Contain Process Scheduler authorizations

Row Security

[one per user] Grant data-permission security based on a department

security tree.

BOE Administration BusinessObjects Enterprise (BOE), performance management/planning.

BI Publisher Used with Microsoft Word (add on), like Mail Merge

Pivot Grid Private table and chart representations of data using PSQuery data source.

PS/nVision Create vusiness reports in Microsoft Excel.

Query Viewer Read-only version of Query Manager

Query Manager Creating and running queries

File: PCCheatSheets.xlsx Creator: David Mielcarek Institution: Lower Columbia College

Main Menu-->PeopleSoftTools-->Security-->User Profiles: Logon Information

Main Menu-->PeopleSoftTools-->Security-->User Profiles: Permission Lists

Main Menu-->Reporting Tools: Query

Main Menu: Reporting Tools

Main Menu-->PeopleSoftTools-->Utilities: Administration