USER INTERFACE 4.x Introduction To Colleague West Valley-Mission Community College District

Datatel’s User Interface (UI) LINK Employee Link Datatel UI Link Or type in the “ui.wvm.edu” address

Navigating User Interface 4.x To display this Welcome page, go to the address http://wv-alpamayo.ad.wvm.edu/Client_Production/ - Suggest to bookmark this address as favorites

Login Dialog Box - Enter your four characters (in lower case) Datatel user ID and password - Click LOGIN

For the first time user, you will see this banner pop up - Check mark on the box “Always trust content from this publisher” - Click Run

- First time users should take this Quick 5 minutes Tour - Be sure to mark the “Don’t Show Me Again” box - Click CLOSE

The User Interface 4.x Window Advance Search Button Form Radio Button Navigation Tab UI Window Help Button Person Radio Button Search Box Search Results Tab Search Tab Favorites Tab Window Options Button UI Options Button UI Form Help Button

Search Area The search area lets you search for people or forms: Select Person radio button and enter Student name or Student ID in the search box Select Form radio button and enter the specific mnemonic or part of the form name (i.e. name and address) in the search box

Person Search Card View Button Person Radio Button Person Radio Button Grid View Button Search Box Search Box Click on a column header to sort the results by that column in Grid View To open the record(s), enter the select number(s) in the Select # field, separated by commas for multi records - Or Click Select All box to select all records Or click checkbox(es) in Card View Or Ctrl + Click to highlight the selected records in Card View or Grid View - Click the Open Icon to open the selected record(s)

Form Search Form Radio Button Form Radio Button Enter the specific Mnemonic Enter part of the form name (i.e. name and address) Forms can be executed by using the form name (i.e. awards, name and address), or the fully qualified form name (i.e. NAE or CORE-NAE) - To go back to UI Window, click the Search Results tab again

Advanced Search Advanced Search Button Enter criteria in one or more fields on this dialog box to search for people that meet all of the criteria specified

Search Results Tab Search Results Tab is to return the results of the last search.

- Select the record(s), then click on Open icon Form Radio Button Mnemonic Name - Select the record(s), then click on Open icon - From Person Search, if you want to go to form to work on the selected records, DON’T FORGET to click on Form Radio Button before entering any Mnemonic name.

- To go to next record, click the Next Record Button Previous Record Button Next Record Button - To go to next record, click the Next Record Button - Or to go to previous record, click the Previous Record Button

Previous Record Button Next Record Button - When you work on Form for selected records, if you click Next Record Button, or Previous Record Button, or SAVE, an alert message will pop up and ask you to Update record, Cancel record or Return to editing

Previous Record Button Next Record Button - When you click the CANCEL button, an alert message will ask if you want to Discard the entire list, go to the Previous record, go to the Next record or Jump to any record

Mapping… Click on Mapping Button to view location of the address show Close Context Box Click on Mapping Button to view location of the address show Click on Map, Sat, or Hyb to select your view

Reminder If you SAVE ALL or CANCEL ALL while you are in a screen, you do NOT clear the Context Box. You MUST clear the Context Box by clicking on Close Context Box before you move to another student search; otherwise any new student search will ADD to the existing Context Box

Navigation Tab The Navigation Tab is to access a Colleague form by navigating through the Colleague menu structure. Use the Application drop-down menu to view the menu structure for any available application.

Favorites Tab The Favorites tab: to access all people and forms that you have saved as favorites.

To Save People as Favorites Person Radio Button Enter person name Click this star button Then select Add current to favorite To save people as favorites, search person name in Person radio button then click Add to Favorites (gold star) button in the Context Area (for person-related records)

To Save a Form as Favorites Form Radio Button This gold star is to add to People favorite Enter Mnemonic Click this star button to add form favorite To save a form as favorites, search form name in Form radio button then click the Add to Favorites (gold star) button in the UI Form Area (for form)

Now click on Favorites Tab to view your save favorites - You can select one or more people records and a person-related form at the same time by using Ctrl + Click - Then click OPEN

Create Shared List Available only from People Favorites Options. This process creates a SAVELIST that can be share by other Datatel users.

Help Button (?) UI Window Help Context Area Help UI Form Help Help (?) button: provides access to online help, a quick tour, a list of all keyboard shortcut, and a Help About message

Window Options Button Window Options Button: Options Menu Window Options Button: - You can access a Preferences dialog box where you can customize some of the User Inteface features (i.e. color, font size, layout) - You can also clear your person and form search history Log Out to logout UI 4x

UI Options Button and Menu UI Options Menu Use UI Options Menu to access many tasks such as Import File, Export File, Query Builder and many more

The Logout from Window Options Button will close the screen UI Options Button - The Exit from UI Options Button only log you out but still leave the screen open The Logout from Window Options Button will close the screen - Make sure to click Logout when you finish

Do you have any question for us? You may also contact the IS Help Desk at x2696 for further assistance.