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Configuring the Investor Insights and Tools Shortcut Collection

You will need to configure the shortcut links for the Investor Insights & Tools shortcut collection. This ensures that the links to the PeopleSoft Investor Portal folders from the Content Management, Managed Content, Browse Folders menu and the Investor Insights & Tools pagelet work in your environment.

Page Name

Definition Name

Usage

Maintain Collection Page

PTPP_SCMAINTCOLL

Access the Investor Insights and Tools navigation collection.

See Updating Navigation Collections.

Edit Folder Page

PTPP_SCAE_FOLDER

Update the content ID in the Additional Parameters field to match the folder ID for the content folder in your system.

As delivered the pagelet shortcuts are configured for the demo database.

See Updating Navigation Collections.

Before configuring the shortcut collection, you need to verify the system-assigned folder IDs for the Policies & Procedures, Disclosures & Communications, and SEC Filings folders in your system.

To update the Investor Insights & Tools Shortcut Collection:

  1. Access the Navigation Collections search page under the Portal Administration, Navigation, menu structure.

  2. Click Search and click the Edit link for the Insights & Tools shortcut collection.

  3. On the Navigation Collection page, expand the Investor Insights folder.

    Four shortcuts display: Disclosures & Communications, Policies & Procedures, My Approval List, and SEC Filings.

  4. Select Disclosures & Communications and click the Edit Link button.

    The Edit Link page displays.

  5. In the Additional Parameters field replace the category ID number, 1504 in the example shown below, with the category ID number for the folder in your system.

    &EPPCM_CATGID=1504
  6. Click OK to save the changes and return to the Navigations Collections page.

  7. Repeat steps 4 to 6 for Policies & Procedures and SEC Filings, replacing the existing category ID number with the appropriate number for the respective folder in your system.

  8. Click Save to save your changes.

Image: Navigation Collections page

This example shows the Navigation Collections page for the Investor Insights & Tools shortcut collection.

Navigation Collections page

Image: Edit Link page (1 of 2)

This example shows the first Edit Link page for Disclosures & Communications.

Edit Link page (1 of 2)

Image: Edit Link page (2 of 2)

This example shows the second Edit Link page for Disclosures & Communications.

Edit Link page (2 of 2)

Note: The folder ID numbers that display are the ID numbers used by the demo data we deliver.