PeopleSoft NavigationPeopleSoft Navigation NAV100academic.macewan.ca/psft_training/NAV100/F1 NAV...

PeopleSoft NavigationPeopleSoft NavigationPeopleSoft NavigationPeopleSoft NavigationNAV100NAV100

Revision Date: Mar 17, 2010Revision Date: Mar 17, 2010

6 May 2010 1NAV100

Course Information SheetCourse Information Sheet

Course Duration: 1.5 Hours

Target Audience: All Application Users

Course Perquisite: PeopleSoft Navigation

Delivery Methods: Web Based Training

Developer: Lorraine Teel

Functional Leads:

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Course Purpose and ObjectivesCourse Purpose and ObjectivesThis course is intended to provide the skills and knowledge to effectively navigate in PeopleSoft 9.0.

As a result of this training, you will be able to:• Describe basic navigation elements used in PeopleSoft applications• Navigate between pages• Navigate between pages• Use search pages• Add and update data• Describe PeopleSoft workflow• Describe PeopleSoft workflow• Use the MacEwan UPK training environment

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Course AgendaCourse AgendaIntroduction to PeopleSoft

Introduction to the User Productivity Kit (UPK)

Navigating in PeopleSoft

Searching in PeopleSoft

Adding and Updating DataAdding and Updating Data

Using Notifications and the Work list

Summary

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Section 1 – Introduction to PeopleSoftSection 1 Introduction to PeopleSoft

Overview:Introduction to PeopleSoftUpon completion of this section, participants should be able to:

• Identify basic concepts and


Navigating in PeopleSoft y pterminology used in PeopleSoft 9.0 navigation

E ti t d Ti 0 25 H

Navigating in PeopleSoft


Estimated Time: 0.25 HoursAdding and Updating Data


Summary

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What is PeopleSoft?What is PeopleSoft?PeopleSoft is a comprehensive software package providing management solutions in finance, human resource, and customer/student administration for , ,large corporations, governments and post secondary education.

PeopleSoft is replacing DataTel as MacEwan's Enterprise Resource Plan (ERP).

PeopleSoft was founded in 1987. In 2005 the company was acquired by Oracle Corporation. The PeopleSoft name and product line are now marketed by Oracle.

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Key Terms and ConceptsKey Terms and ConceptsActionA keystroke or mouse click used to access data. There are 4 action types: Add, Update/Display,

U d t /Di l All d C ti A ti l b f d i A K (Update/Display All and Correction. Actions can also be performed using Access Keys (see slide 8 )

ComponentA group of related pages that pertain to a specific task. “General Information” and “Employee

Information” are examples of components. Components contain folder tabs with each tab containing a related page, all viewable in the same window.

GridA group of repeated data fields on one page, much like a table

Menu PageletMenu PageletA menu of links and collapsible/expandable folders to navigate component pages. Located on

the left side of the screen, the Menu pagelet is text only.

Navigation PageletNavigation PageletAn alternative to the Menu pagelet employing icons and text. Located in the centre of the screen.

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Key Terms and Concepts (Continued)Key Terms and Concepts (Continued)PageA single entity within a component. “Add a New Value” is an example of a page within

th “G l I f ti ” tthe “General Information” component.

Page BarA collection of links and buttons, including Help, under the Universal Navigation Header. g p g

The Page Bar is context specific and may change from component to component

Page controlA data entry field used to enter and maintain information. A drop down list box to selectA data entry field used to enter and maintain information. A drop down list box to select

a city is an example of a page control.

Universal Navigation HeaderA collection of navigational links at the top of every page Links include Home WorklistA collection of navigational links at the top of every page. Links include Home, Worklist,

MultiChannel Console , Add to Favorites and Sign Out.

WorklistAn organized list of tasks to be performed Worklists are part of a WorkflowAn organized list of tasks to be performed. Worklists are part of a Workflow.

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Process Overview and RolesProcess Overview and Roles

PeopleSoft 9.0 is a role-based system.

A role is a class of users who perform the same type of work. There are many types of roles in PeopleSoft.

Roles direct work to types of people rather than individuals, making a workflow more flexible and easier to maintain

Roles define security of and access to PeopleSoft components

An individual may have 1 or more roles in PeopleSoft 9.0

A role is NOT a Human Resources job title

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Process Overview and Roles –R l E l 1Roles Example 1

A person can have more than one PeopleSoft role

PeopleSoft RolesMacEwan Employee

AP Supervisor

Requestor

Department Expense Delegate

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Process Overview and Roles –R l E l 2Roles Example 2

Many people can have the same PeopleSoft role

PeopleSoft RoleMacEwan Employees

Input StaffInput Staff

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Process Overview and Roles –f fWorklists, Workflow and Notifications

Worklists are prioritized lists of the work items that a person (or group of people) has to do.

When work is routed (assigned) to a PeopleSoft user, it is put in the user’s worklist.

A notification is sent to the user when work is routed to a worklist.

To work on an item, the user selects it from the worklist and is presented with the

Workflow is a term to refer to processes that involve multiple users and the routing

appropriate page to begin work.

of data between the users.

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Process Overview and Roles –W kli t W kfl d N tifi ti E l 1Worklists, Workflow and Notifications Example 13 PeopleSoft roles are involved in this workflow: Financial Staff, Finance Supervisor and System (System Administrator). AR-6.1.1 generates a notification and routs work to a worklist in AR-6.1.2.

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Process Overview and Roles –W kli t W kfl d N tifi ti E l 2Worklists, Workflow and Notifications Example 23 PeopleSoft roles are involved in this workflow: Requestor, Requisition Approvers and PeopleSoft Sys Admin. 3.2.1 generates a notification and routs work to a worklist in 3.2.2, then to a worklist in 3.2.3 or 3.2.4, depending on approval.

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PeopleSoft and Pop-up BlockersPeopleSoft and Pop up Blockers

The MacEwan PeopleSoft application is a “web based” application. This means you will access MacEwan PeopleSoft through an internet browser on the internet y p g– either Internet Explorer or FireFox.

PeopleSoft and pop-up blockers do not like each other. You will need to disable pop up blockers for all PeopleSoft pagespop-up blockers for all PeopleSoft pages.

Please call the Technology Support Desk at 4357 for assistance in disabling or removing pop-up blockers.

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Access Keys in PeopleSoftAccess Keys in PeopleSoftALT+9 Accesses the Help line.

Toggles between Update/Display Include History and Correct HistoryALT+ \ Toggles between Update/Display, Include History, and Correct History action modes on the toolbar on a transaction page.

CTRL+Z Accesses the menu search box.

After pressing the desired key combination, press Enter to carry out the action.

Note that some access keys have multiple actions assigned to them, and the usage depends on the currently active pagedepends on the currently active page

To access a page in a component, press Alt plus the underlined letter on the desired page tab, then press Enter.

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Keyboard Shortcuts in PeopleSoftKeyboard Shortcuts in PeopleSoftPeopleSoft uses a number of keyboard shortcuts known as Hot Keys to assist navigating through component pages and menus. Please note some internet g g g p p gbrowsers may treat access keys and hot keys differently.

CTRL+ K When on a search or transaction page, accesses a page with a list of keyboard navigation shortcuts using hot keys and access keyskeyboard navigation shortcuts using hot keys and access keys.

CTRL+ Y Toggles the menu pagelet between collapse and expand.

C f fCTRL+TAB Toggles the focus through the frame set.

ENTER Activates the OK button, where appropriate.On a search page, activates the Search button.OOn a look up page, activates the lookup button.

ESC Activates the Cancel button, where appropriate.

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PeopleSoft Tips and TricksPeopleSoft Tips and TricksIf you need to correct information on a previous PeopleSoft page, do not use the browser “back” p p g ,button as you will lose all information entered so far.

To correct previous input navigate to theTo correct previous input, navigate to the appropriate page in the menu pagelet or use the tabs in a page.

There is a lag in PeopleSoft processing once an action is selected Look for the PeopleSoftaction is selected. Look for the PeopleSoft processing symbol in the top right hand corner of the screen – this is the same as the Microsoft hourglass.

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Section 2 – Introduction to UPKSection 2 Introduction to UPK

Overview:Introduction to PeopleSoft

Upon completion of this section, participants should be able to:

• Use the MacEwan UPK training


Navigating in PeopleSoftg

environment

Estimated Time: 0.25 Hours




Summary

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User Productivity Kit (UPK)IntroductionIntroductionUPK is an Oracle product MacEwan is deploying to generate a comprehensive PeopleSoft training environment.p g

Included in the MacEwan UPK training environment are:

• interactive simulations of the live MacEwan PeopleSoft application• interactive simulations of the live MacEwan PeopleSoft application

• access to documentation such as a Quick Reference Guide (QRG), training manual and process guide for each MacEwan PeopleSoft module

You will be using UPK for all web based and instructor led MacEwan PeopleSoft training.

Access to the MacEwan UPK is through http://academic.macewan.ca/psft_training/

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User Productivity Kit (UPK)PlPlayer

You will be using the UPK Player to work through the next exercises.

The UPK player is a small application that simulates a live PeopleSoft environment. Follow the directions and actions provided in the player.

NOTE: the live MacEwan PeopleSoft environment looks a little different from what youNOTE: the live MacEwan PeopleSoft environment looks a little different from what you see in these test exercises. The PeopleSoft functionality is the same.

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User Productivity Kit (UPK)Pl b k M dPlayback Modes

The UPK player has 4 playback modes. You will be using Try It! mode for these tutorials.

See It!This mode enables a user to learn by watching an animated demonstration of tasks beingperformed in a simulated environment. All the required activities, such as moving the mouse andentering data, are completed automatically.g , p y

Try It!This mode enables a user to learn interactively in a simulated environment. The Player providesinstructions as to what needs to be done to complete a task, and how to perform the actual steps.p , p p

Do It!This mode guides the user in the performance of the actual task in a production environment andallows the user to learn by completing the actual task.y p g

Know It?This mode enables a user to test knowledge gained from training. The user is instructed tocomplete the steps for a particular task and is scored on how accurately they complete the steps.

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p p p y y p p

User Productivity Kit (UPK) Modes andP Bl kPop-up BlockersThe MacEwan UPK application is a “web based” application. This means you will access MacEwan UPK pages through an internet browser on the internet – either p g gInternet Explorer or FireFox.

UPK and pop-up blockers do not like each other. You will need to disable pop-up blockers for all UPK pagesblockers for all UPK pages.

Please call the Technology Support Desk at 4357 for assistance in disabling or removing pop-up blockers.

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Section 3 Navigating in PeopleSoftSection 3 – Navigating in PeopleSoft

Section Objective:Introduction to PeopleSoft

At the end of this section, you will be able to:

• Use the navigation pagelet• Navigate between pages in a


Navigating in PeopleSoftNavigate between pages in a component

• Use Universal navigation elementsU P C t l d G id


Adding and Updating Data • Use Page Controls and Grids


Adding and Updating Data


Summary

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How to use these UPK exercisesHow to use these UPK exercisesGo to Go to http://academic.macewan.ca/psft_training/http://academic.macewan.ca/psft_training/

Click on the WBT courses linkClick on the WBT courses link

Click on the NAV100 linkClick on the NAV100 link

Click on the UPK Player linkClick on the UPK Player link

When the UPK Player opens, click on the Navigating in PeopleSoft link in the menu pagelet.When the UPK Player opens, click on the Navigating in PeopleSoft link in the menu pagelet.

Click on the Try It! Button to start the interactive exerciseClick on the Try It! Button to start the interactive exercise

Work through the following tutorials by clicking the appropriate links detailed in the exercise Work through the following tutorials by clicking the appropriate links detailed in the exercise pages.pages.

Remember! Remember! You are working in an internet browser. Some internet browsers may treat access You are working in an internet browser. Some internet browsers may treat access keys and hot keys differently. You need to disable popkeys and hot keys differently. You need to disable pop--up blockers.up blockers.

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Navigating in PeopleSoft – ExercisesNavigating in PeopleSoft ExercisesScenario: Use the navigation pagelet to view and select various components and links and navigate between pages in a component. Use page controls and grids to view data.component. Use page controls and grids to view data.

Exercises: Navigating in PeopleSoft

•Recognizing Universal Navigation Elementsg g g•Using the Navigation Pagelets•Navigation between Pages in a Component•Recognizing Page Controls•Using PeopleSoft Gridsg p

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Section 4 – Searching in PeopleSoftSection 4 Searching in PeopleSoftIntroduction to PeopleSoft

Section Objective:At the end of this section, you will be able to:


Navigating in PeopleSoft• Search a page or component

using search pages, operators, wild cards and find feature


Adding and Updating DataEstimated Time: 0.25 Hours



Summary

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Searching in PeopleSoft ExercisesSearching in PeopleSoft – ExercisesScenario: use the different keys and search page in a component/page to locate data

Exercises: Searching in PeopleSoft

• Understanding Keys• Using Search Pages• Using Search Pages• Using Operators• Using Wild Cards• Using the Find Feature

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Section 5 – Adding and Updating DataSection 5 – Adding and Updating DataSection Objective:At the end of this section, you will be able

Introduction to PeopleSofty

to:• Describe different action types.• Identify categories of effective-

dated rows


Navigating in PeopleSoftdated rows.

• Change existing data using the Update/Display page action.

• Change existing data using the


Adding and Updating DataInclude History page action.




Summary

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Adding and Updating Data – ExercisesAdding and Updating Data Exercises

Scenario: use appropriate action types and effective-dated rows to edit employee information

Exercises:Adding and Updating Data

•Understanding Recognizing Action TypesC i f Eff i D d R•Categories of Effective Dated Rows

•Using Update/Display•Using Include History

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Section 6 – Using Notifications and the Work listSection 6 – Using Notifications and the Work listSection Objective:At the end of this section, you will be able

Introduction to PeopleSofty

to:• Explain sending and receiving

notification via workflow.• Use Worklists


Navigating in PeopleSoft• Use Worklists

Estimated Time: 0.25 HoursSearching in PeopleSoft



Summary

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Using Notifications and the Work list ExercisesUsing Notifications and the Work list– ExercisesScenario: Use the Notify button to send manual Notifications via email. Use Worklist to directly access needed pages.

Exercises:Using PeopleSoft Workflow

•Sending and Receiving NotificationsU i W kli•Using Worklists

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Course SummaryCourse SummaryThis course has provided you with the skills and knowledge to effectively navigate in PeopleSoft 9.0.

As a result of this training, you are able to:• Describe basic navigation elements used in PeopleSoft

applicationsapplications.• Navigate between pages.• Use search pages.• Add and update dataAdd and update data.• Describe PeopleSoft workflow• Use the MacEwan UPK training environment

6 May 2010 33NAV100

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