In this topic you will learn how to:
1. Remove the Top Menu Features Description pagelet.
2. Navigate using the Main Menu and Breadcrumbs.
3. Turn features on and off, such as the Type Ahead feature, using My Personalizations.
4. Arrange menu options in Descending, Process or Alphabetical order using Sort.
5. Utilize the Personalize Content and Search options.
6. Add pages to and delete pages from My Favorites, and navigate using Recently Used options.
7. Personalize your home page using the Layout link.
The Top Menu Features Description box will display when you enter the 9.2 database. It outlines basic changes made within the system and will remain on the page until removed.
Recently Used
When you access a page, it is automatically added to the Recently Used list in the Favorites Menu. To access a page from the Recently Used menu, simply click on the page name. The system will automatically redirect you to the selected page.
The Recently Used list is limited to the five most recently accessed pages. The system will not update the Recently Used list if the user closes the browser before signing out, or the user's session times out.
NOTE: Users should never close their browser without first signing out of PeopleSoft.
The Top Features Menu Description box has been removed from the Home page.
Navigating in 9.2
The menu navigation for 9.2 has changed to drop-down navigation menus. The drop-down navigation is a more intuitive way of accessing information in the database. Users will click the Main Menu option to open a series of cascading menus.
The drop-down menus contain folders that provide access to submenus and cascade to the side, or direct links to pages. Whenever you see a menu item with a yellow folder next to it, clicking on a menu item name next to the folder will open another cascading menu list.
NOTE: Clicking on the folder to the left of a menu item name will open the standard navigation page that displays folder options in a graphical format. This will be demonstrated later in this section.
Click the Purchasing menu item name.
Another cascading menu displays.
Click the Requisitions menu item name.
Whenever you see the icon that looks like a sheet of paper, clicking on the menu item name next to it will open a search or transaction page. The search or transaction page is where you would start your process. In this example it would be the search or transaction page for the Add/Update Requisitions process.
Accessing the Standard Navigation Page in 9.2
Users can access the Standard Navigation page instead of using the cascading menu option. The Standard Navigation page displays the folders and links seen in the cascading menu on one page. However, users must first click on the menu item folder (i.e. Purchasing folder) to display the Standard Navigation page.
The Standard Navigation Page displays from which a page can be selected to view.
Using Sort in 9.2
The menu is now sorted in descending order.
The Type Ahead Feature
The Type Ahead feature provides a list of suggestions to help narrow your search as you enter information into various prompt or lookup fields. If the Type Ahead feature is turned on, as you enter data into a field, related options will display automatically.
NOTE: The Type Ahead feature is defaulted to off when accessing the system. Users will have to turn the Type Ahead feature on if they wish to use it.
Turning the Type Ahead Feature On and/or Off
Users can turn the Type Ahead feature on and/or off using the My Personalization option.
In this example, the Type Ahead feature is already turned on, so you will turn it off.
Click the No list item.
NOTE: The system defaults the Type Ahead feature to off, so users must turn it on if they wish to use it. If you wish to turn the Type Ahead feature on, click the Yes option from the Autocomplete Override Value drop-down list.
Breadcrumbs
As you navigate, your navigation path appears across the top of the page. The navigation path is referred to as breadcrumbs and let you know where you are in the system.
Using Search in 9.2
Another feature found in version 9.2 is the Search Menu option. The Search Menu can be used to locate specific pages within the system.
Enter the name of the topic in the Search Menu field to view available options.
Regardless of whether the Type Ahead feature is turned on or off, a list of options will display. Simply click on the option from the list you wish to view.
The system will bring you directly to the page.
If the option you are looking for did not display in the drop-down list, additional options can be found using the Start your search feature.
Available options will display on the Search page. Click the link for the page you wish to access.
Using Favorites in 9.2
Several new features have been added to Favorites:
1. A Recently Used section.
2. Adding a specific page to Favorites rather than being directed to a search page.
Enter a unique name in the Description field for the page you wish to add.
A message displays stating you favorite has been saved.
Editing Favorites
Users can edit their Favorites and delete any entries no longer needed.
In this example, the previously saved Req # 0063399 option will be deleted.
A warning message displays asking you to confirm the delete.
Click the Save button to complete the process.
A list of options displays.
If the option you need displays in the list, simply click on it and the system will default it into the field.
My Favorites
Users can now save a specific page to Favorites in 9.2. A user can add a page by clicking the Add to Favorites option in My Favorites or by clicking the Add to Favorites link located on the top right of the page. In this example, we will utilize the Add to Favorites in My Favorites.
Click the 2 columns option for the page layout.
Click the Personalize Content link to add a pagelet.
Click the Save button to add the pagelet.
The My Reports pagelet displays on the Home page. The system will default the pagelet to the left side of the page unless specified on the Personalize Layout page.
You will now change the placement of the pagelet to the right side of the page.
Click the Save button.
Remove a Pagelet from the Home Page
Personalizing Your Home Page
Users can now personalize their Home page using the Layout link. The page layout can be changed, pagelets can be added to the page, and the placement of a pagelet on the page can be changed.
In this example, you will complete the following steps:
1. Select a 2-column layout for the page.
2. Add the My Reports pagelet to your Home page.
3. Change the placement of the My Reports pagelet from the left side to the right side of the page.
The My Reports pagelet has moved to the right side of the Home page.
The Requisitions page displays.
Click on any breadcrumb option to view additional navigational choices.
The Requisitions drop-down menu displays. Simply click on the menu item option to which you choose to navigate.
Menu item folders are organized by default in alphabetical order in 9.2, rather than in process order, as are all cascading menus. Users can click the Sort Menu to reorder the folders. However, menu items will revert to alphabetical order when the user navigates away from the page.
The menu is returned to its default view in alphabetical order.
Users who would prefer to use a static entry menu rather than the cascading menus can add it to their Home page.
NOTE: If you add the static entry menu to your Home page, it will not display once you navigate away from the page. However, it will always display on your Home page even if you sign out of the system.
Click the Content link to add the static entry menu to your Home page.
Users can select either than the Menu or Menu - Classic option. You can click the link to preview how each will display.
A pop-up window opens displaying the selected menu option.
Click the Menu - Classic option to select it for use.
The static entry menu is added to the Home page. Navigating using this menu is the same as in 9.2.
The static entry menu will not display on any other pages in the system but the Home page. Users will have to navigate using breadcrumbs from search or transaction pages, or click the Home link and return to their Home page to navigate.
Req # 0063399 displays in the My Favorites menu.
The Requisitions page displays.
The My Reports pagelet has been removed from the Home page.
This completes Navigating Basics for PeopleSoft 9.2.
Using Sort in 9.2
The Type Ahead Feature
Click the No list item.
NOTE: The system defaults the Type Ahead feature to off, so users must turn it on if they wish to use it. If you wish to turn the Type Ahead feature on, click the Yes option from the Autocomplete Override Value drop-down list.
The system will bring you directly to the page.
Enter a unique name in the Description field for the page you wish to add.