Transcript PeopleSoft 8.53 Tools / 9.2 Release Version 3.0 02/13/2014 Questions? Email: [email protected] Copyright © 2014, Oracle and/or its affiliates.

PeopleSoft
8.53 Tools / 9.2 Release
Version 3.0
02/13/2014
Questions?
Email: [email protected]
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
Prototyping Tool
PeopleSoft Stencils
Why and How to use this tool?
Why:
To create new design concept or update existing “out of the box” designs.
How:
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

Download the file from UX Direct
“Save as” a new project
Explore the design stencils you have available and what you need
Use page examples and add page elements as required
Match functional requirements with available stencils
Use images if no stencils is available
To add interactivity to the prototype design link the pages and stencils in your PowerPoint
Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
PeopleSoft Stencils
Table of Contents
 Page Examples:
Workcenter, Dashboard, Activity Guide, Transaction, Related Information
 Grids (1, 2, 3)
 Search
 Modal Windows
 Messages
 Forms
 Page Elements
 Buttons
 Icons
 Scroll Bars
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Favorites
Menu
People Tools
Security
User Profiles
All
Advanced Search
Search
Home
Billing Workcenter
Main
|
Worklist
|
New Window
Report/Queries
My Work
Unit
6 Current Work
US001
Invoices not Finalized (37)
Lorpsum Ippsum
Personalize Page
Http
Work Center
Details
Billing General
Multi channel Console
Invoice
TMP-00000010
Pretax Amt
Bill Status
Lookup Field
*Bill Type
CA
*Customer
1005
SubCust1
Golden Inc.
SubCust2
5,000.00 USD
Invoice Date
Bill Source
DD/MM/YY
31
Drop down Text
Lorpsum Ippsum
Lorpsum Ippsum
Lorpsum Ippsum
Lorpsum Ippsum
6 Header
6 Header
……….
Links
6 Billing Entry Group
6 Header
1-3 of 3
Customize | Find | View All
Details
Billing General
Invoices not Finalized (37)
Sel
Header
Header
Header
Header
Header
Header
Header
Header
Lorpsum Ippsum
Table Cell Text
Lorpsum Ippsum
Lorpsum Ippsum
DD/MM/YY
31
Drop down Text
Text
Hyperlink
+
Lookup Field
-
Lorpsum Ippsum
Lorpsum Ippsum
6 Other Links
Recent Invoices
Hyperlink
Hyperlink
Hyperlink
Navigation
Drop down Text
Lorpsum Ippsum
Save
……….
Calendar
Return to Search
Previous in List
TOC
PeopleSoft Guidelines - WorkCenter
Performance Process
Main
Report/Queries
Activity Guide
Steps and Tasks
Cynthia Adams
Annual Review
01/01/2011 - 12/31/2011
6
Track Progress
0
6
4
6
Track Progress
0
13
4
13
a Welcome
Define Goals
Due Date 01/01/2011
a Marital Status
6
Update and Approve
a Benefit Summary
Checkpoint 1
6
Due Date 07/31/2011
6
Start Goals
Name
6
6
Review Participant Evaluation
6
Review Employee Evaluation
6
Due Date 12/31/2011
Nominate Participants
Complete Manager Evaluation
Home mailing address in...
Due Date 07/01/2011
Phone
Due Date 12/01/2011
Emergency Contact
! Dependent and Beneficiary Data
Due Date 12/01/2011
Due Date 12/31/2011
Personal information
6
Pay and Compensation
W-4 Tax Information
Direct Tax Deposit
Benefit Enrollment
Review and Confirm
Print and Exit
TOC
PeopleSoft Guidelines - Activity Guide
Favorites
Menu
People Tools
Security
User Profiles
All
Search
Home
|
Worklist
New Window
Manager Dashboard
Performance Status
Advanced Search
Company Directory
|
Multi channel Console
Personalize Page
Http
Dashboard
Quick Links
Pending Approvals
Alerts
Business Objective Alignment
Learning
TOC
PeopleSoft Guidelines - Dashboard
Favorites
Menu
People Tools
Security
Related Information
User Profiles
All
Advanced Search
Search
|
Worklist
New Window
Report/Queries
Billing General
|
Multi channel Console
Related Information
Billing Workcenter
Main
Home
Personalize Page
Http
Details
My Work
Unit
6 Current Work
US001
Invoices not Finalized (37)
Lorpsum Ippsum
Invoice
TMP-00000010
Pretax Amt
5,000.00 USD
Bill Status
Lookup Field
*Bill Type
CA
*Customer
1005
SubCust1
Golden Inc.
SubCust2
Invoice Date
Bill Source
DD/MM/YY
31
Drop down Text
Lorpsum Ippsum
Lorpsum Ippsum
Lorpsum Ippsum
6 Header
Lorpsum Ippsum
6 Header
……….
Links
6 Billing Entry Group
Invoices not Finalized (37)
Lorpsum Ippsum
Lorpsum Ippsum
……..
Lorpsum Ippsum
Lorpsum Ippsum
4
Lorpsum Ippsum
Related Information
Wiki
Discussions
Business Analytics
6 Other Links
Recent Invoices
Lorpsum Ippsum
TOC
……….
Calendar
PeopleSoft Guidelines – Related Content
Transaction Page with Expandable Section
Annual Review
Define Goals – Update and Approve
Cynthia Adams
Job Title
Document Type
Template
Status
Corporate Controller
2011 Performance Evaluation
Annual with Mid-period
Manager
Period
Document ID
Due Date
In Progress
Betty Locherty
01/01/2011 - 12/31/2011
17183
02/01/2011
Goals
Section 1 – Goals
Goals will be evaluated by Employee, Manager
Expand Goals
6
I
Collapse Goals
I
Add Goals
Deliver and support alliance marketing programs
Description: Delivery and support key alliance marketing programs that generate atleast 100 million in revenue in 2011.
• Due Date : 12/31/2011
• Status : In Progress
• Percent Complete : 5
Approve
Save
Cancel
TOC
Search Examples
SEARCH RESULTS PAGE
SEARCH PAGE (SIMPLE )
Page Header
Page Header
Enter any information you have and click Search. Leave fields blank for a list of all values.
Find Existing Value
Find Existing Value
Maximum number of rows to return (up to 300):
Maximum number of rows to return (up to 300):
300
Business Unit:
=
US004
Project:
begins with
Input Text field
Description:
begins with
Input Text field
Add a New Value
Run Control ID:
300
Input Text field
begins with
Case Sensitive
Search
Clear
Basic Search
Save Search Criteria
Case Sensitive
Search
Clear
Find an Existing Value | Add a New Value
Basic Search
Search Results
View All
Sel Header
Header
Header
Header
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
Lorpsum Ipsum
TOC
Grid Examples - 1
GRIDS
Grids without radio button/checkbox
6 Header
Personalize | Find | View All
Header
Header
Header
Header
Header
Hyperlink
Text
Text
Text
Text
6 Header
3 1-3 of 3 4
Header
Personalize | Find | View All
3 1-3 of 3 4
Employee
Document Type
Document Status
Next Due Date
Period Begin
Period End
Job Title
Cynthia Adams
Annual Review
Establish Criteria
02/01/2011
01/01/2011
12/31/2011
Corporate Controller
Jill Chancelor
Annual Review
Establish Criteria
02/01/2011
01/01/2011
12/31/2011
Manager -Payroll
Netty Owyang
Annual Review
Establish Criteria
02/01/2011
01/01/2011
12/31/2011
Analyst-Financial
Rosanna Chan
Annual Review
Establish Criteria
02/01/2011
01/01/2011
12/31/2011
Analyst-Financial Sr.
Susan Hoinck
Annual Review
Establish Criteria
02/01/2011
01/01/2011
12/31/2011
Manager Accounting
TOC
PeopleSoft Guidelines - Grid
Grid Examples - 2
GRIDS
Grids with checkbox
6 Header
Sel
Header
Header
DD/MM/YY
Save
Hyperlink
31
Drop down Text
Header
Text
Header
Table Cell Text
Header
Lookup Field
Header
Hyperlink
Header
+
Header
-
Return to Search
Hyperlink
Grids with radio button
6 Header
Sel
Header
Header
DD/MM/YY
Save
Hyperlink
31
Drop down Text
Header
Text
Header
Table Cell Text
Header
Lookup Field
Header
Hyperlink
Header
+
Header
-
Return to Search
Hyperlink
TOC
PeopleSoft Guidelines - Grid
Grid Examples - 3
GRIDS
Grids with numbers
6 Header
Sel
Header
1
Header
DD/MM/YY
31
Drop down Text
Header
Text
Header
Table Cell Text
Header
Lookup Field
Header
Hyperlink
Header
+
Header
-
2
Save
Hyperlink
Return to Search
Hyperlink
Grids with tabs
6 Header
Billing General
Sl.no
Details
Header
1
Header
DD/MM/YY
31
Drop down Text
Header
Text
Header
Table Cell Text
Header
Lookup Field
Header
Hyperlink
Header
+
Header
-
2
Save
Hyperlink
Return to Search
Hyperlink
TOC
PeopleSoft Guidelines - Grid
Grid with Scroll Bars
6 Header
Header
Header
Header
1
Header
Header
Table Cell Text
Header
Header
6
Sel
Header
Hyperlink
2
6
6
6
Save
Hyperlink
Return to Search
Hyperlink
6 Header
Header
Header
1
Header
Header
Table Cell Text
Header
Header
Header
Header
6
Sel
Hyperlink
2
6
Save
Hyperlink
Return to Search
Hyperlink
TOC
PeopleSoft Guidelines - Grid
Forms
TABLE LOOKUP
TABLE DATE PICKER
Lookup Field
TABLE CELL TEXT
DD/MM/YY
TABLE DROP DOWN
Table Cell Text
TABLE HYPERLINK
31
Drop down Text
TABLE EMPTY CELL
Hyperlink
TABLE HEADER
Customize | Find | View All
Header
TABLE CHECKBOX
GRID CONTROLL ICONS
GRID LINKS
TABLE RADIOBUTTON
TABLE ADD ROW
ICON: NOTIFY
+
TABLE DELETE ROW
-
TABLE INPUT TEXT
ICON: NEW WINDOW
ICON: DOWNLOAD TO EXCEL
Text
TOC
Messages Examples - 1
Error Message
The highlighted field is required. You must enter a value for it before
proceeding. (15,54)
Look Up Header
The specified field is required but does not have a value.
Search By:
Begins with
Description
1
Ok
Save Warning
Look Up
Cancel
Advanced Look Up
You have unsaved data on this page. Click OK to go back and save, or
Cancel to continue
Ok
Cancel
Information
General text description message issue(s) and suggestions of what to do
next, if necessary.
1. Inline Message Item Label Text– Specific text regarding the inline
message issues, and how to recover. The inline message label text
corresponds to an inline message within the page. Numbers not
necessary if only one inline message item.
Ok
Cancel
Confirmation
General text description message issue(s) and suggestions of what to do
next, if necessary.
Ok
Cancel
TOC
Messages Examples - 2
Confirmation
You have almost finalized your performance criteria document. If you
have no further entries, select the Confirm button at the bottom of this
page to Approve this document.
Confirm
Cancel
3Back
Modal and Modeless Windows
Modal Window
Pop Up Window
TOC
Group Boxes
GROUP BOX COLLAPSED
4Header
GROUP BOX EXPANDED
6Header
Non Collapsible Panels
Header
TOC
Related Information
RELATED INFO COLLAPSED
……..
4Related Information
Wiki
Discussions
Business Analytics
Wiki
Discussions
Business Analytics
RELATED INFO EXPANDED
……..
4
Related Information
TOC
Page Elements
TABS
Billing General
PAGE INDICATOR
1-3 of 3
INSTRUCTIONAL TEXT
Instruction text
Details
HYPERLINK
PAGE HEADER
Page Header
Hyperlink
SECONDARY PAGE TITLE
LABEL
READONLY TEXT
Label
MOUSEOVER INDICATOR
Read Only
BREADCRUMB
Breadcrumb
Breadcrumb
TREE NODE
HYPERLINK Roll Over
Secondary Page Title
Hyperlink
Level 1
TOOL TIP
SECONDARY TAB
Charge Details
Tool tip
DUMMY PERSON IMAGE
Level 2
Net Amount
MOUSEOVER WINDOW
Mouse over text goes
here
PAGEHEADER
Page Header
TOC
Forms
LOOKUP FIELD
DATE PICKER
Lookup Field
DD/MM/YY
DROP DOWN
INPUT TEXT FIELD
Text
Drop down Text
CHECKBOX
31
RADIOBUTTON
TEXT AREA
Multiline Text box
FORM FIELDS
Bill Status
Lookup Field
Label
Text field
*Bill Type
Lookup Field
Label
Text field
Cycle ID
Lookup Field
Label
Text field
*Invoice Form
Lookup Field
Label
Text field
TOC
Transactional Area
TITLE HEADER AND BUTTONS
Save
Title
Approve
FORM LABEL AND CONTENT
Cynthia Adams
Job Title
Document Type
Template
Status
Corporate Controller
2011 Performance Evaluation
Annual with Mid-period
In Progress
Manager
Period
Document ID
Due Date
Betty Locherty
01/01/2011 - 12/31/2011
17183
02/01/2011
SECTION HEADERS
Section 1 – Title
Expand
6
I
Collapse
I
Deliver and support alliance marketing programs
TOC
Buttons
Button
Add
Previous in List
3
3 Previous
4
Next 4
Next in List
Search
Return to Search
Notify
Next Tab
Previous Tab
Refresh
Exit
Disable BUTTON
Button
TOC
Icons
a
Print
Expand
4
Notify
I
Collapse
Export
I
Add
3
TOC
Favorites
Menu
People Tools
Security
User Profiles
All
Search
Advanced Search
Home
Worklist
New Window
Performance Process
Report/Queries
|
Multi channel Console
Personalize Page
Scroll bars - 1
Steps and Tasks
Http
6
Main
|
Cynthia Adams
Annual Review
01/01/2011 - 12/31/2011
6
Track Progress
0
6
4
13
Define Goals
Due Date 01/01/2011
6
Update and Approve
Checkpoint 1
6
Due Date 07/31/2011
Finalize Goals
6
Nominate Participants
6
Review Participant Evaluation
6
Review Employee Evaluation
6
Due Date 12/31/2011
Complete Manager Evaluation
Note: For longer pages the scrollbar needs to be inserted. The Page will be split in
two slides
Due Date 07/01/2011
Due Date 12/01/2011
Example:
Page starts here… click on the scrollbar to scroll down
Due Date 12/01/2011
Due Date 12/31/2011
……….
Calendar
TOC
6
Favorites
Menu
People Tools
Security
User Profiles
All
Advanced Search
Search
|
Worklist
New Window
Life Event
Report/Queries
|
Multi channel Console
Personalize Page
Scroll bars - 2
Marriage
Http
6
Main
Home
Susan Hoinck
Role: Sr. Analyst
Marital Status: Single
6
Track Progress
0
4
13
a Welcome
a Marital Status
a Benefit Summary
6
Personal information
Name
Home mailing address in...
Scrollbars
Phone
Emergency Contact
Example:
Page ends here… click on the scrollbar to scroll up
! Dependent and Beneficiary Data
Pay and Compensation
W-4 Tax Information
Direct Tax Deposit
Benefit Enrollment
Review and Confirm
Print and Exit
TOC
……….
6
6
Calendar
6
6
Scroll bars in Grid
6 Header
Header
Header
Header
1
Header
Header
Table Cell Text
Header
Header
6
Sel
Header
Hyperlink
2
6
6
6
Save
Hyperlink
Return to Search
Hyperlink
6 Header
Header
Header
1
Header
Header
Table Cell Text
Header
Header
Header
Header
6
Sel
Hyperlink
2
6
Save
Hyperlink
Return to Search
Hyperlink
TOC