WorkCenter Demo

(888)472-8481peoplesoft@gravitonconsulting.com

Agenda

What are WorkCenters WorkCenter Pages WorkCenter Pagelets Development and Implementation Manage WorkCenters WorkCenter Dashboards WorkCenter Migration Workbench Q & A

WorkCenters

Template-based portal-like products that are available with PeopleTools.

Streamlined user interface that reduces the need for navigation.

Access to related transactions, analytical data, query results, and other resources from one central location.

Role-based user-facing portals for users in specific roles.

Delivered WorkCenter pages in FSCM 9.2.

WorkCenters

WorkCenter Pages

WorkCenter PagesWorkCenter pages are divided into three frames:

Pagelet Area – It consists of three parts:

Header Pagelets Footer

Target Content Area – This area displays the following:

Transaction Page – Search, edit, view and complete the transaction Query Results Analytics Other resources requests

Related Content Frames (Optional)

This frame appears either below or beside the target content area if the current transaction has related content configured.

WorkCenter Pagelets

Create pagelets using many different data sources such as:

Activity Guides Navigation Collection PS Query Components HTML Search Records

Publish/Register as Homepage or Template Pagelet

Delivered WorkCenter Pagelet Examples:

My Work - EOFSPC_MYWORK_PGLT Links - EOFSPC_MYLINK_PGLT Queries - EOFSPC_QUERY_PGLT Reports/Processes - EOFSPC_RPTPRCS_PGLT

Development and Implementation

Manage WorkCenters

Administer WorkCenter Page Select Starting Page Administer Starting Page Configure WorkCenter Pages Configure WorkCenter Pagelets Filters

Administer WorkCenter Pages

Select Starting Page

• Existing Menu Item: Convert existing content reference into a WorkCenter.

• Link of existing menu item: Create a link to an existing content reference. The link will be used as the WorkCenter starting page.

• WorkCenter dashboard page: Use an existing WorkCenter dashboard page as the WorkCenter’s starting page.

Starting Page Administration

Configuring WorkCenter Page

Configuring WorkCenter Pagelets

Configuring WorkCenter Pagelets• Define My Work Links • Define Links/Queries/Reports

FiltersMy Work pagelet can be subject to filter criteria that limit the amount of data that is available to a user. If enabled by the system administrator, you can personalize your My Work section by clicking the Pagelet Settings icon.

Filter Adminstration

Administrative Tasks:

Setup Filter DefinitionsSetup Filter ValuesValidate FiltersCopy FiltersDelete Filters

Dashboards

Dashboard pages are PeopleSoft pages that aggregate and display pagelets that share some common or similar purpose.

Provide quick access to useful information by presenting concise but feature-rich pagelets to the user.Present precise but feature-rich pagelets to the user.Enable user to perform routine tasks.Provide high-level overview of aspects of an organization.Drill into data to access granular and detailed information.

Dashboards

Dashboard Configuration

Dashboard Pagelet Contents

Dashboard Pagelet Layout

Dashboards

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