Working With Navigation Collections

Campus Solutions delivers navigation collections on the Campus Solutions Administrator homepage. Previously, you can navigate to Campus Solutions components using the classic hierarchical menus. With PeopleTools 8.55, the default interface is PeopleSoft Fluid User Interface, and in Fluid the menus have been replaced with tiles and homepages.

Navigation collections are sets of links that allow you to quickly access various components within Campus Solutions. These links facilitate the performance of business processes within your organization.

The primary users of Navigation Collection tiles are school administrators. System administrators can modify a Navigation Collection tile to include links to any component or page in Campus Solutions.

To publish your own navigation collection or modify an existing one, use these instructions for:

  1. Creating or Editing a Navigation Collection

  2. Creating Folder Definitions for the Navigation Collection

  3. Creating or Editing Homepages

See Also PeopleTools: Portal Technology

Understanding Folders and Content References

Every component delivered with PeopleSoft applications is registered as a content reference in the portal registry. Common administrative tasks include adding, deleting, and renaming these definitions in the portal. In the portal registry, folders organize content references into a multilevel hierarchy. A folder can contain content references and other folders. When you create folder definitions, you explicitly configure the properties, attributes, and position of the folder in the hierarchy. The portal uses your configurations to create the menu structure

For information on folder and content reference administration, seePeopleTools: Portal Technology, Administering Portals.

The Campus Solutions Administrator homepage contains these sample navigation collections.

Student Customer Service Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Student Services Center

SSS_STUDENT_CENTER

Campus Community > Student Services Ctr (Student)

Application Summary

ADM_APPL_SUMM

Student Admissions > Applicant Summaries > Application Summary

Enrollment Summary

STDNT_ENRL_INQ

Records and Enrollment > Enrollment Summaries > Enrollment Summary

View Financial Aid Status

SS_FA_AU_STATUS

Financial Aid

View Customer Accounts

ACCOUNT_VW_GBL4

Student Financials

Communication Summary

COMM_SUMMARY_PERS

Campus Community > Communications > Person Communication

Campus Community Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Add/Update a Person

SCC_BIO_DEMO

Campus Community > Personal Information

Checklist Management - Person

CHKLST_MANAGEMENT

Campus Community > Checklists > Person Checklists

Communication Management

COMM_MANAGEMENT

Campus Community > Communications > Person Communications

Person Comment Entry

CMNT_ENTRY

Campus Community > Comments > Comments - Person

Manage Service Indicators

ACTIVE_SRVC_INDICA

Campus Community > Service Indicators > Person > Manage > Service Indicators

Recruiting and Admissions Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Maintain Applications

ADM_APPL_MAINTNCE

Student Admissions > Application Maintenance > Maintain Applications

Application Transactions

SAD_APPL_STG

Student Admissions > Application Transaction Management > Application Transactions

Prospect/Admissions Staging

SAD_PDL_DATA_STG

Student Recruiting > Prospect /Admissions Data Management

Education

ACAD_HISTORY_ADMA

Application Entry > Academic Information > Education

Test Results

STDNT_TEST_SCORE

Application Entry > Academic Information > Test Results

Student Records Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Maintain Schedule of Classes

CLASS_ENTRY

Curriculum Management > Schedule of Classes > Maintain Schedule of Classes

Student Program/Plan

STDNT_PROG

Records and Enrollment > Career and Program Information > Student Program/Plan

Student Grades

STDNT_GRADE_INQ

Records and Enrollment > Student Term Information > Student Grades

Quick Enroll a Student

QUICK_ENROLL

Records and Enrollment > Enroll Students > Quick Enroll a Student

Enrollment Summary

STDNT_ENRL_INQ

Records and Enrollment > Enrollment Summaries > Enrollment Summary

Class Roster

CLASS_ROSTER

Curriculum Management > Class Roster

Financial Aid Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Assign Awards to a Student

STDNT_AWARD_ENTRY3

Financial Aid > Awards > Award Processing

View Award Activity

STDNT_AWRD_ACTV

Financial Aid > Awards

Correct 2016-2017 ISIR Records

ISIR_CORRPIA17

Financial Aid > Federal Application Data

Maintain Student FA Term

STDNT_FA_TERM

Financial Aid > Financial Aid Term

View Packaging Status Summary

STDNT_AID_PACKAGE

Financial Aid

Student Financials Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

AP Refunding Support

  • View Customer Accounts

  • Student Refund

  • View Corporate Accounts

  • Corporate Refund

User Defined Nav Folder

  • ACCOUNT_VW

  • REFUND_SF_2

  • ACCOUNT_ORG_SF

  • Refund_ORG_SF

Student Financials > Refunding

AP Refunding

  • Review Student Vendors

  • Review Corporate Vendors

  • Review Voucher Data

  • Create Vendors and Vouchers

  • Student Vendor IDs

AP_REFUNDING

  • SF_EMP_VNDR_INQ

  • SF_ORG_VNDR_INQ

  • SF_VCHR_INQ

  • AP_REFUND

  • VENDOR_ID

Student Financials > Refunding

AP Direct Deposit

  • Direct Deposit – Student

  • Direct Deposit – Corporate

  • Create Refund Vouchers

  • Review Vouchers

  • Revoke Direct Deposit

DIRECT_DEPOSIT_REFUNDS

  • SSF_ADMIN_DIR_DEP

  • SSF_DIRDEP_CORP

  • SSF_REFUND_VOUCHER

  • SSF_VCHR_REVIEW_V2

  • SSF_DDENRL_REVOKE

  • Student Financials > Refunding

  • Bill Customers > Corporate Bills

  • Records and Enrollment > Enrollment Summaries

Third Party Contract Support

  • Assign to Third Party Contract

  • Review Results by Contract

  • View Customer Accounts

  • View Corporate Accounts

  • Review Corp Invoice

  • Enrollment Summary

User Defined Nav Folder

  • TP_STUDENT

  • SSF_PS_TPC_REVIEW

  • ACCOUNT_VW

  • ACCOUNT_ORG_SF

  • BI_BILL_HEADER_ORG

  • STDNT_ENRL_INQ

  • Administer Payment Plans > Assign

  • Administer Payment Plans > Assign

  • Administer Payment Plans > Assign

  • Administer Payment Plans > Assign

  • Bill Customers > Corporate Bills

  • Records and Enrollment > Enrollment Summaries

View Accounts

  • View Customer Accounts

  • View Corporate Accounts

User Defined Nav Folder

  • ACCOUNT_VW

  • ACCOUNT_ORG_SF

  • Student Financials > View Customer Accounts

  • Student Financials > View Corporate Accounts

Collections

  • Collection Agreement

  • Process Collections

  • Put Customers in Collection

  • Put Corporations in Collection

  • Assign Customers to Worklist

  • Assign Corporations to Worklist

COLLECT_RECEIVABLES

  • COLL_AGREEMENT

  • COLLECTIONS_SF

  • SSF_ASGN_COLLECT

  • SSF_ASGN_COLL_ORG

  • RUN_COLLECT

  • RUN_COLLECT_ORG

Student Financials > Collections

Academic Advisement Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Advisee Student Center

SSS_STUDENT_CENTER

Self Service > Advisor Center

Request Advisement Report

SAA_RPT_RQST

Academic Advisement > Student Advisement

Authorize Student Exceptions

STDNT_RQ_DIRECTIVE

Academic Advisement > Student Advisement

Create Course Substitution

STDNT_CRS_SUBS

Academic Advisement > Student Advisement

Advising Notes

SAA_ADV_NOTE

Academic Advisement > Student Advisement

Contributor Relations Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Person Profile

AV_PRSN_BIO_DEMO

Contributor Relations > Constituent Information > People > Person Profile

Organization Profile

AV_ORG_PROFILE

Contributor Relations > Constituent Information > Organizations > Organization Profile

Giving Profile

AV_P_GPROFILE

Contributor Relations > Analyze Giving History > Person Giving Summaries > Giving Profile

Giving Profile - Org

AV_P_GPROFILE_E

Contributor Relations > Analyze Giving History > Organization Giving Summaries > Giving Profile - Org

Manage Worksets

AV_WORKSET

Contributor Relations > Constituent Information > Workset > Manage Worksets

Page Name

Definition Name

Usage

Maintain Collection

PTPP_SCMAINTCOLL

Create or edit a navigation collection. From this page you can add folders or links.

Publish Collection

PTPP_SCPUBLISHCOLL

Define more security options for your navigation collection.

See PeopleTools: Portal Technology, Working with Navigation Pages and Navigation Collections.

Folder Administration

PORTAL_FLDR_ADM

Create folder definitions for your navigation collection.

Folder Security

PORTAL_FLDR_SEC

Set folder permissions.

Content Ref Administration

PORTAL_CREF_ADM

Define content references for the navigation collection.

Content Reference Security

PORTAL_CREF_SEC

Set the permissions for the content reference.

Fluid Attributes

PORTAL_GROUPLET

Specify tile information.

Access the Maintain Collection page (Navigator > Portal > Portal Utilities > Navigation Collections).

Image: Maintain Collection page

This example illustrates the fields and controls on the Maintain Collection page. You can find definitions for the fields and controls later on this page.

Maintain Collection page

Use the Maintain Collection page to build your navigation collection.

  1. From Fluid home, click NavBar > Navigator > PeopleTools > Portal > Portal Utilities > Navigation Collections.

  2. If you are creating a new collection, click Add Collection.

  3. If you are editing an existing collection:

    1. Search for the existing collection.

    2. Click Edit.

  4. See PeopleTools: Portal Technology, “Working with Navigation Pages and Navigation Collections” for more instructions on creating or editing a navigation collection.

  5. Take note of the following fields in these pages:

    Page

    User Interface Elements or Fields

    Maintain Collection

    Valid from date: Enter or set the date to 01/01/1900.

    Add Folder

    Folder Type: Select User Defined Folder.

    Add Link

    Open in a new window and Replace Window: Make sure these check boxes are not selected.

To create folder definitions, see “Administering Folders” in PeopleTools: Portal Technology, Administering Portals.

To display the navigation collection so users can access them:

  • Use the Tile Wizard to link the navigation collection to a tile. See PeopleTools: Portal Technology, Creating and Managing Tiles.

  • Configure your homepage. See “Managing Homepages” in PeopleTools: Portal Technology, Administering Homepages and Dashboard Pages.