Palomar Community College District

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PeopleSoft Upgrade

• PeopleSoft Version 8.1
• General Navigation Training
• Instructor
• Rex Garner

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PeopleSoft Upgrade

• Welcome to General Navigation Training
• Rex Garner
• Contact Information
• Cell Phone [phone])
• Training Room (760-891-7886) VOIP Phone
• Email RGarner_at_palomar.edu

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Housekeeping Items

• Class time approximately 1.5 hours
• Phone Calls
• Please put your cell phones on vibrate or turn
  them off!
• Necessary facilities
• Climate Control
• Documents referenced throughout are provided at
  the Palomar website.

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Why are we (you) here?

• Learn about the upgrade
• Opportunity to refresh your skills and learn new
  ones
• Because my boss said I had to come!
• I had nothing better to do!
• I heard the instructor was Way Cool

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Course Objective

• Become expert at
• Accessing PeopleSoft Version 8
• Navigating using the internet
• New features and capabilities
• Finding information (using search)
• Prepare you for more advanced functional
  training
• Department specific training
• Additional Features
• Query, Reports

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Course Outline

• Microsoft Windows Refresher
• PeopleSoft Terminology
• Logging into PeopleSoft
• Navigating and Searching
• Workshops (Exercises)
• Things you should know!
• More Workshops
• Reports
• Queries
• Additional Training Opportunities

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What is Project 8?

• A mysterious secret government project ?
• No, it is an important technology upgrade that
  will provide the Palomar College community with
  new and exciting features for
• Human Resource
• Payroll
• Financial Aid
• Instruction
• Student Information
• Student Financials
• Faculty and Student eServices

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New features and capabilities

• Access through Internet Browser (IE)
• Improved look and feel
• Pages replace panels
• A navigational path replaces the toolbar
• Specific icons and hyperlinks appear on pages as
  needed
• Better and easier Navigation
• Internet web based presentation
• Yes, there is a Favorites
• Improved eServices components
• Faculty
• Students
• Staff (in future releases)

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New features and capabilities

• Technology Outcomes
• MS XP, IE6.0, Adobe Acrobat
• LKF
• Little Known Fact or Feature
• UDF
• Undocumented Feature
• Opportunities!
• Another term for problems.

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I. MS Windows Refresher

• Windows Terminology
• Desktop, Workstation
• Tool Bars
• Icons
• Desktop Resolution
• Internet Browser (Explorer)
• Navigation using back and forward
• Shortcuts
• Windows Versions
• XP Professional
• WIN 98, 95, 2000, NT, ME

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Desktop
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Create an Icon

• Go to the desktop
• Right click anywhere
• Select New, then Create Shortcut
• Key in this URL http//www.palomar.edu/training
  into the location box
• Select Next
• Type in a name for the shortcut
• Click Finish
• Select OK and you are done!

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Available Resolutions

• 1152X864

• 1024X768

• 800X600

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800 X 600
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1024 X 768
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1152 X 864
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Changing the Resolution Exercise

• Right click anywhere on the screen.
• Select Properties, then select the Settings tab
• Choose 1024 X 768, then apply
• Say yes when asked to make it permanent
• Now Open IE and go to your favorite web site.

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PeopleSoft Upgrade

• Internet Browser (Explorer)

• Check for Version Number. 6.0 or higher is
  recommended

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Windows Shortcuts Tips

• F11
• Toggles between partial and full screen
• Alt Tab (navigates through applications)
• This is handy when you have many open
• Managing Windows
• Minimize (Place it on the toolbar)
• Reduce to a smaller view
• Multiple Windows Applications
• Keep the number to a minimum
• Multiple Windows within PeopleSoft
• Be aware of the number open
• This is different than pages
• More on this later

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PeopleSoft Upgrade

• Recommended Windows Versions
• Palomar Workstations
• XP Professional
• MS Internet Explorer 6
• Certified Environments (PeopleSoft)
• Windows 95, 98, 2000, NT
• MS Internet Explorer 5 6
• Netscape Navigator 6.1
• Netscape Communicator 4.7x
• Linux
• Netscape Communicator 4.72
• Mac OS 7.5
• MS Internet Explorer 5
• Mac OS 7.6.1
• Netscape Communicator 4.72
• Mac OS 9/X
• Netscape Navigator 6.

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II. PeopleSoft Terminology

• Glossary of Terms
• Authorization and Access
• Determined by your Supervisor/Manager
• What is a User ID
• First initial of first name followed by entire
  last name.
• Navigation Terms
• What is a Page?
• What are Breadcrumbs?
• What about those favorites?
• Click on the file folder for a glossary

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PeopleSoft Upgrade

• Common Differences (7.6 and 8.1)
• 7.6 8.0
• Panel Group Component
• Panel Page
• Scroll Bar Scroll Area
• Various icons and commands differ
• Click on the file folder to see a list

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III. Logging onto PeopleSoft

• Training USER IDs
• INSTRUCTION
• FACULTY
• STUDENTINFO
• Remember the icon we created?
• Link to the training page
• You can print these back at your office
• Now, a live demonstration!
• Password Change

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PeopleSoft Upgrade

• IV. Navigating and Searching
• Basic Navigation
• Defining your Favorites
• IE (Internet Explorer)
• Favorites
• Basic Search
• Student Information
• Course Search example
• Class location search example
• Advanced Search
• More information to fine tune the search

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Advanced Navigation

• Basic vs. Advanced Search
• When to use
• Basic
• when you know the specific information
• The choices for basic search will vary depending
  upon the page and level of navigation
• Advanced
• Refining a Basic Search
• Have further search criteria

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Workshops

• V. Workshops (Exercises) Your turn!
• Logon using your personal User ID
• Password is ???????
• Change your password
• Logoff and logon again with new password
• Search
• Locate and count the number of Oceanography
  classes offered in the Spring of 2003
• Now, how many were available on Monday and
  Wednesday?
• How many were taught by Patricia Anderson?

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More Workshops

• V. Workshops (Exercises) Your turn!
• Logon using your personal User ID
• Password is ???????
• Change your password
• Logoff and logon again with new password
• Search
• What fees did Amber Garner pay at Palomar
  College?
• Did she pay a parking fee?
• What term did she attend?

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PeopleSoft Upgrade

• VI. Things you should Know
• Access
• Time Limits (45 minutes)
• Each window you open has separate timer
• Passwords
• Change them often (at least every 6 months)
• Internet Explorer
• Verify Version 6.0
• Clear Cache often
• Cache is a temporary storage area for pages
• Clearing the storage area can help performance

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Steps to Clear IE Cache

• Click on Tools
• Select Internet Options
• In the middle of the General tab, ltDelete Filesgt
  in the Temporary Internet files section
• Check the box that opens with the instruction
  Delete all offline content.
• Click ltokgt in the Delete Files box and ltokgt in
  the Internet Options box to complete the process

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PeopleSoft Upgrade

• VII. More Workshops
• Favorites
• Add the password to the favorites folder
• Add the previous search example
• Searching Teaser
• How many Barbara Jones students do we have?
• How many English classes were offered on the
  main campus during the Spring 2003 term?

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PeopleSoft Upgrade

• VIII. Reports
• Reports (Instruction)
• Example
• During the Spring of 2003 how many Oceanography
  classes with an enrollment less than 30 were
  offered?
• Exercise
• Now, your turn, how many English classes with an
  enrollment less than 25 in Spring 2003 were
  offered?

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PeopleSoft Upgrade

• More Reports (Student Financials)
• Reports
• Example
• What was the effective date for Ambers Health
  Services Fee for her Summer 2003 attendance?
• Exercise
• Now, your turn, using the Account Audit
  Statement, determine the effective date for
  Robert S. Jones Health Services fee for his Fall
  2003 attendance.

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PeopleSoft Upgrade

• IX. Queries
• Queries
• Access
• Query
• Development
• Applications
• Instruction
• Oceanography classes again!
• HR
• Employee directory example
• Financial Aid
• Student Financials
• Locate queries with cash in the name

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PeopleSoft Upgrade

• X. Additional Training Opportunities
• Windows Refresher
• Advanced Training
• Queries and Reports
• Additional Advanced Training
• Department Specific
• Power Users

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PeopleSoft Upgrade

• Questions and Answers ?
• Return your desktop to 800 X 600
• Move the new icon to the trash can
• Please complete the Survey
• Thanks for your participation!