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

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

3. Navigating User Interface 4.x
To display this Welcome page, go to the address
- Suggest to bookmark this address as favorites

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

5. 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

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

8. 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

9. 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

10. 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)

11. 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

12. 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

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

14. - 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.

15. - 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

16. 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

17. 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

18. 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

19. 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

20. 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.

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

22. 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)

23. 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)

24. 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

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

26. 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

27. 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

28. 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

29. 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

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