Transcript Class Schedule Build - Palomar Community College District

Inputter Training:
An Introduction
Presented by Instructional Services
Angie Guzman
Karen Spooner
Richard Loucks
07/25/05
You’ve been doing this …
PS8 inputting will be a breeze …
Direct Schedule Build vs. Paper
SIS Submission

What’s the Same?
• Purpose: establish the
course offerings for a
future term.
• Process: adding,
changing, and deleting
class schedule data.
• Data elements
• Data relationships/edits
• Scheduling handbook

What’s Different?
• Method: Update via
PS8, not hard copy SIS.

What’s the outcome?
• More time to build
schedules!
• Efficient use of your time!
• Instant changes!
• Increased department
control!
• Reduced paperwork!
Common Questions

I’ve done my scheduling without having to
know all the PS pages …
• Training is being provided. That’s what we are
here for now, and later on as you really begin
to manage your department’s class offerings.

What if I enter something inaccurately?
• Not to worry
… there is an edit program
that will help identify many common data
inconsistencies. And … we’re working months
ahead of when the data will actually be used.
An overview …

4 days
• Day
• Day
• Day
• Day
1:
2:
3:
4:
General Introduction
Scheduling: Adds/Changes
Schedule Auditing
Combined Class & Recap
Day: 1 General Introduction
Topics
Outcomes

Navigation


Glossary


Attributes


Sections

Be able to find pages
We’ll all be talking the
same language
Know when to use
Be able to recognize
and use
Day: 2 Scheduling Adds/Changes
Topics


Run the
Schedule
Build
Worksheet
Exercises
Outcomes


First things first -- run
the Schedule Build
Worksheet (PALIN178).
See what classes are
already scheduled
Add/change/delete
classes
Day: 3 Schedule Audit
Topics



PS8 error
messages
Combined
Classes
Excercise
Outcomes



Pop up windows and
what they mean. Be
careful out there …
Become familiar with
how to create and
maintain …
Make a combined class
Day: 4 Combined Class & Recap
Topics
Outcomes

Audit Report


Exercise

Tool to help identify
data input conflicts
Run the audit report
and review …

Auto Enroll

What it is & how it
works
Navigation

Places we’ll be going …
The following are some of the basic navigation
terms and icons used in PS8.

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Breadcrumbs
Buttons
Cache
Check boxes
Component
Edit boxes
Change Password

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Hot keys
Menu
Page
Search
"I have a spelling checker
It came with my PC;
It plainly marks four my revue
Mistakes 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
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.
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)
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
Previous row
Next row
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.
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:
a) Click on Tools.
b) Select Internet Options.
c) In the middle of the General tab <Delete Files>
in the Temporary Internet Files Section.
d) Check the box “Delete all offline content”.
e) Click <ok> in the Delete Files box and <ok> in
the Internet Options box to complete the
process.
More … Clear Cache
c)
d)
e)
Check Boxes
Check box – “YES”
Check box – “NO”
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 Component
being a specific page.
Folder Tabs
represent
pages
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
Change Password
1. Home > SA Self Service > Personal Portfolio >
Tasks > Password Personalization
2. Click Change Password
3. Enter current password
4. Enter new password
5. Confirm new password
6. Click
7. Click
,
your password has been changed
Change Password
Navigation: 1)
Hyperlink: 2)
6)
Save: 7)
3) 4) 5)
Enter your
new
password.
Hot Keys

A set of
keys to
assist with
navigation
using the
keyboard.
Alt + 1 + Enter Save
Alt + 2 + Enter Return to Search
Alt + 7 + Enter Insert a row
Alt + 8 + Enter Delete a row
Alt + Letter +
Enter
Toggles between folder tabs
and hyperlinks
Alt + <
Previous
Alt + >
Next
Ctrl + J
Opens a PeopleTools
information window
Enter
Search, Add, OK, Lookup
Menu

A navigation list that contains menu
headings and links that you click to move
throughout the PeopleSoft application.
Menu

Hirearchy
• Menu Group
• Menu
• Menu Bar Item
• Component
Menu
Group
Menu Bar
Items
More … Menu

A navigation list that contains menu headings
and links that you click to move throughout
the PeopleSoft application.
Component
Menu
Menu
Bar Item
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)
Search
(example using Course Catalog)
Basic Search
A single search key
Note:
The basic search will
return the maximum 300
rows of data –
additional matching
data is not displayed
Advanced Search
Multiple search keys
Note:
The advanced search
will return more
narrowly defined
data.
FAQ’s and Other Useful
Information

How long can I leave the system idle before it logs me off?

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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.
FAQ’S …

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, ADA’s
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 doesn’t seem to work like it should. Or, data you
are familiar with just doesn’t seem to look right. Perhaps you can’t
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.
More … FAQ’S …

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 doesn’t 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.
More …FAQ’s

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.
Dos’n
Dohhn’ts
 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
.
 Don’t - Leave a component
until you have saved new
data by clicking
.
 Don’t - 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.
 Don’t - Close your browser
window to exit. Be sure to
follow proper sign out
steps (
under
“Do”)
Where to find What

Build Community

• Student Information
• Event data

Administer Workforce
• Personal portfolio


• Job data

Manage Student Records
•
•
•
•
•

Catalog data
Class schedule data (use)
Class search (inquire)
Enrollment data
Student grades
PeopleTools
• Report access
• Query
SA Self Service
Change password
Design Student Admin
• User default settings

Palomar Reports
• Custom Palomar Reports




Human Resources
Instruction Services
Enrollment Services
Rosters
Schedule Information Sheet
Just remember …
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