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

select Campus Community, then select Student Services Ctr (Student)

Application Summary

ADM_APPL_SUMM

select Student Admissions, then select Applicant Summaries, then select Application Summary

Enrollment Summary

STDNT_ENRL_INQ

select Records and Enrollment, then select Enrollment Summaries, then select 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

select Campus Community, then select Communications, then select Person Communication

Campus Community Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Add/Update a Person

SCC_BIO_DEMO

select Campus Community, then select Personal Information

Checklist Management - Person

CHKLST_MANAGEMENT

select Campus Community, then select Checklists, then select Person Checklists

Communication Management

COMM_MANAGEMENT

select Campus Community, then select Communications, then select Person Communications

Person Comment Entry

CMNT_ENTRY

select Campus Community, then select Comments, then select Comments - Person

Manage Service Indicators

ACTIVE_SRVC_INDICA

select Campus Community, then select Service Indicators, then select Person, then select Manage, then select Service Indicators

Recruiting and Admissions Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Maintain Applications

ADM_APPL_MAINTNCE

select Student Admissions, then select Application Maintenance, then select Maintain Applications

Application Transactions

SAD_APPL_STG

select Student Admissions, then select Application Transaction Management, then select Application Transactions

Prospect/Admissions Staging

SAD_PDL_DATA_STG

select Student Recruiting, then select Prospect /Admissions Data Management

Education

ACAD_HISTORY_ADMA

select Application Entry, then select Academic Information, then select Education

Test Results

STDNT_TEST_SCORE

select Application Entry, then select Academic Information, then select Test Results

Student Records Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Maintain Schedule of Classes

CLASS_ENTRY

select Curriculum Management, then select Schedule of Classes, then select Maintain Schedule of Classes

Student Program/Plan

STDNT_PROG

select Records and Enrollment, then select Career and Program Information, then select Student Program/Plan

Student Grades

STDNT_GRADE_INQ

select Records and Enrollment, then select Student Term Information, then select Student Grades

Quick Enroll a Student

QUICK_ENROLL

select Records and Enrollment, then select Enroll Students, then select Quick Enroll a Student

Enrollment Summary

STDNT_ENRL_INQ

select Records and Enrollment, then select Enrollment Summaries, then select Enrollment Summary

Class Roster

CLASS_ROSTER

select Curriculum Management, then select Class Roster

Financial Aid Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Assign Awards to a Student

STDNT_AWARD_ENTRY3

select Financial Aid, then select Awards, then select Award Processing

View Award Activity

STDNT_AWRD_ACTV

select Financial Aid, then select Awards

Correct 2016-2017 ISIR Records

ISIR_CORRPIA17

select Financial Aid, then select Federal Application Data

Maintain Student FA Term

STDNT_FA_TERM

select Financial Aid, then select 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

select Student Financials, then select 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

select Student Financials, then select 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

  • select Student Financials, then select Refunding

  • select Bill Customers, then select Corporate Bills

  • select Records and Enrollment, then select 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

  • select Administer Payment Plans, then select Assign

  • select Administer Payment Plans, then select Assign

  • select Administer Payment Plans, then select Assign

  • select Administer Payment Plans, then select Assign

  • select Bill Customers, then select Corporate Bills

  • select Records and Enrollment, then select Enrollment Summaries

View Accounts

  • View Customer Accounts

  • View Corporate Accounts

User Defined Nav Folder

  • ACCOUNT_VW

  • ACCOUNT_ORG_SF

  • select Student Financials, then select View Customer Accounts

  • select Student Financials, then select 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

select Student Financials, then select Collections

Academic Advisement Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Advisee Student Center

SSS_STUDENT_CENTER

select Self Service , then select Advisor Center

Request Advisement Report

SAA_RPT_RQST

select Academic Advisement, then select Student Advisement

Authorize Student Exceptions

STDNT_RQ_DIRECTIVE

select Academic Advisement, then select Student Advisement

Create Course Substitution

STDNT_CRS_SUBS

select Academic Advisement, then select Student Advisement

Advising Notes

SAA_ADV_NOTE

select Academic Advisement, then select Student Advisement

Contributor Relations Tile

Page/Component

Definition Name/Content Reference (CREF)

Classic Page Navigation

Person Profile

AV_PRSN_BIO_DEMO

select Contributor Relations, then select Constituent Information, then select People, then select Person Profile

Organization Profile

AV_ORG_PROFILE

select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Profile

Giving Profile

AV_P_GPROFILE

select Contributor Relations, then select Analyze Giving History, then select Person Giving Summaries, then select Giving Profile

Giving Profile - Org

AV_P_GPROFILE_E

select Contributor Relations, then select Analyze Giving History, then select Organization Giving Summaries, then select Giving Profile - Org

Manage Worksets

AV_WORKSET

select Contributor Relations, then select Constituent Information, then select Workset, then select 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 (select Navigator, then select Portal, then select Portal Utilities, then select 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 select NavBar, then select Navigator, then select PeopleTools, then select Portal, then select Portal Utilities, then select 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.