NavigationFAQs For Mentors

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Navigation/FAQsFor Mentors
Topics we will cover today

• Role of the Mentor
• What about those Functionals?
• Common Navigation
• Dosn Dohhnts
• FAQs
• Where to find What

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Role of the Mentor

• Who are we?
• Division secretaries and ADAs.
• Other selected individuals at off site locations.
• http//www.palomar.edu/training/PeopleSoft20Upgra
  de20Resource20Page.htm
• Why us?
• You are power users of the system and are in key
  positions to monitor its use.

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Role of the Mentor

• What is our role in the rollout of PS8?
• To be champions and advocates of PS8.
• To understand system navigation and District
  business practices.
• To provide on-going first contact support to
  division staff.
• Answer general navigation questions.
• I forgot hows I cant finds ..
• Dialog with Linda Richard when something just
  doesnt seem to work right.

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What about those Functionals?

• Who are they?
• Linda Balko x 2256
• Richard Loucks x3287
• What is their role in the rollout of PS8?
• To provide support when a process just doesnt
  seem to work like it should or data you are
  familiar with just doesnt look right.
• I cant access data I could in PS7 Sup with
  that?
• This report says I have 14,000 active sections
  
• To alert the IS staff of system processing errors
  and to assist with problem resolution.

x3287
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The following are some of the basic navigation
terms and icons used in PS8.

• Breadcrumbs
• Buttons
• Cache
• Check boxes
• Component
• Edit boxes
• Change Password
• Favorites

• Hot keys
• Menu
• Page
• Search

"I have a spelling checkerIt came with my PCIt
plainly marks four my revueMistakes I cannot
sea.I've run this poem threw it,I'm sure your
pleased too no,Its letter perfect all the
weigh,My checker tolled me sew." -Janet Minor
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Breadcrumbs

• Located towards the top left corner of the web
  page.

• A string of menu links that represent the
  navigation used to get to the current page.
  Breadcrumbs are most useful to help you retrace
  your steps.

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Buttons

• Click buttons to perform a specific operation.

Use to log off of PS8. (Avoid closing the
window)
Inserts a row where your cursor is (Alt 7
ENTER)
Deletes the row your cursor is on (Alt 8
ENTER)
Save data (Alt 1 ENTER)
End search, start a new search (Alt 2 ENTER)
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More Buttons
Clear current record, load the next record from
the search results (Alt 3 ENTER)
Clear current record, load the previous record
from the search results (Alt 4 ENTER)
Use this bar to Navigate between rows ...
Find locate a specific row using a
criteria View All display all rows
at once (default 1 row) First
Go to first row Last
Go to last row
Next row
Previous row
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Last of Buttons

• Hyperlinks

• These examples are located at the bottom of the
  current page. You may click on the hyperlink or
  the page tab to navigate to the desired page.
• can be found on a variety of
  pages throughout PS8.

Hyperlinks
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Cache

• Cache is a temporary storage area for web pages
  that generally helps to speed your return to a
  previously viewed web page.
• Remember to clear cache often as this simple step
  can reduce display errors and improve
  performance.
• To clear cache in your browser
• Click on Tools.
• Select Internet Options.
• In the middle of the General tab
  in the Temporary Internet Files Section.
• Check the box Delete all offline content.
• Click in the Delete Files box and in
  the Internet Options box to complete the process.

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More Clear Cache
If you can't beat your computer at chess, try
kickboxing.
c)
d)
e)
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Check Boxes
Check box YES
Check box NO
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Component

• A group of related pages that pertain to a
  specific task. You access components from the
  menu. Components contain folder tabs with each
  tab being a specific page.

Component
Folder Tabs represent pages
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Edit Boxes
Edit box, not data enterable (grayed out)
Edit box
Edit box with look up/search
Edit box with drop down list
Edit box, with calendar lookup
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Change Password

• Home SA Self Service Personal Portfolio
  Tasks Password Personalization
• Click Change Password
• Enter current password
• Enter new password
• Confirm new password
• Click
• Click ,
• your password has been changed

For security reasons And peace of mind Change
your password From time to time
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Change Password
"Enter any 11-digit prime number to continue..."
Navigation
1)
Hyperlink
2)
3) 4) 5) Enter your new password.
6)
Save
7)
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Favorites

• A tool to bookmark pages that you frequently use.
  Bookmarks can be organized to facilitate direct
  access to a component or page.

Click here and go directly to the component
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More Favorites
(Located in your browser tool
bar) Freezes your Favorites to a frame on the
left side of your screen.
Click here and go directly to the component
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Hot Keys

• A set of keys to assist with navigation using the
  keyboard.

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Menu

• A navigation list that contains menu headings and
  links that you click to move throughout the
  PeopleSoft application.
• Hirearchy
• Menu Group
• Menu
• Menu Bar Item
• Component

Menu
Menu Group
Menu Bar Items
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More Menu

• A navigation list that contains menu headings and
  links that you click to move throughout the
  PeopleSoft application.

Component
Menu Bar Item
Menu
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Page

• An individual screen for either displaying or
  entering data. A group of related pages is
  called a component.

Hidden Page(s) (Colored tab)
Current Page (White Tab)
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Search (example using Course Catalog)
Advanced Search Multiple search keys
Basic Search A single search key
Note The advanced search will return more
narrowly defined data.
Note The basic search will return the maximum
300 rows of data additional matching data is
not displayed
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FAQs and Other Useful Information

• How long can I leave the system idle before it
  logs me off?
• If left idle for 45 minutes, the system will log
  you off.
• Are there F-key shortcuts in version 8?
• There are shortcuts, but they are somewhat
  different than version 7. Please see the section
  on Hot Keys for more specific information.
• What is the recommended way to cancel out of a
  page?
• You may click on a tab, a hyperlink, or a
  breadcrumb to move to another page or component.

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FAQS

• If I am experiencing problems, or just forget
  what to do, who can I contact for help?
• For the Instruction Office Division, there are
  two avenues to access support related to
  PeopleSoft questions
• Instructional Mentors these are the Division
  Secretaries, ADAs and a few other selected
  individuals located off the main campus. Mentors
  are available to be your first contact regarding
  a PS8 question or concern. They are a great
  resource for general navigation pointers and
  tips, as well as routine process questions and
  reminders. The mentors can also help you
  determine if your question should be elevated to
  the next level, the Functional Specialist.
• Functional Specialist These individuals are
  here to help when a process or report just
  doesnt seem to work like it should. Or, data
  you are familiar with just doesnt seem to look
  right. Perhaps you cant access a page or report
  you have in the past. Or, a process seems to
  hang without ever completing. Your Functional
  Specialist will help you to trouble shoot the
  problem and determine the best corrective action.

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More FAQS

• What is cache? And, why should I clear it?
• Cache is a temporary storage area for web pages
  that generally helps to speed your return to a
  previously viewed web page until it gets too
  much history.
• Once in a while, you may notice that data
  displayed on PS8 web pages doesnt look right.
  Maybe, data appears out of order, or a row may be
  duplicated. Many times, clearing your cache will
  correct display problems and improve performance.

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More FAQs

• What happens when I save data before completing
  all information in a component?
• Unless you populate all required fields within a
  given page, the system will not allow you to save
  the data.
• Once all required information is input, the data
  can be saved. Incomplete or missing data that is
  optional can be updated later.

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DosnDohhnts

• Dont - Leave a component until you have saved
  new data by clicking .
• Dont - Leave unsaved data on your workstation
  for long periods of time while doing offline
  work. The system times out if left idle for 45
  minutes.
• Dont - Close your browser window to exit. Be
  sure to follow proper sign out steps (
  under Do)

• Do - Use Breadcrumbs and Favorites to quickly
  move between pages and components.
• Do - Fill in all fields denoted by asterisks.
  These are required fields.
• Do - Use F11 to toggle between a full screen view
  of the browser and its original size.
• Do - Be sure to sign out by clicking
  .

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Where to find What

• Build Community
• Student Information
• Event data

• SA Self Service
• Personal portfolio
• Change password

• Administer Workforce
• Job data

• Design Student Admin
• User default settings

• Manage Student Records
• Catalog data
• Class schedule data (use)
• Class search (inquire)
• Enrollment data
• Student grades

• Palomar Reports
• Custom Palomar Reports
• Human Resources
• Instruction Services
• Enrollment Services
• Rosters

• PeopleTools
• Report access
• Query

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Questions???
The end ... Thank you, for being a mentor!
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Time for a break ...
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