Post on 07-Jan-2022
CFS 9.2 MP 3.0
2018
New User Interface - Fluid
Carmen Arreguin
Steve SharifiCMS - CFS
Chancellor’s Office
1February 2018
Topics
• Road to Fluid!
• Fluid Overview
• Fluid Components
• Phase I
• Phase II
• Transition
• Questions?
Topics
3February 2018
Road to Fluid
PeopleSoft MobileEvolution Of PeopleTools
Fluid UI/ Responsive Web Design
Windows Client 100% Internet
4February 2018
• Advances in technology with mobile devices and the internet• User expectations have increased
Road to Fluid
5February 2018
Fluid - Enabling a Mobile Workforce!
Fluid Overview
• Fluid uses the latest technology HMTL5/JavaScript /CSS3 enabling PeopleSoft Fluid pages to scale gracefully from large screens devices of desktops to reduced viewing space of smartphones and tablets.
6February 2018
Fluid User Interface
• Access PeopleSoft application across multiple form factors
• Several different paths for users to access functionality
• Users can personalize navigation to accommodate organization
• Significantly improves efficiency over Classic UI
• Reduces new users’ navigation learning curve
• Facilitates customized business process and training
Fluid Overview
7February 2018
Fluid - Minimum Browser Version Requirements
Device Type Browser
PC Internet Explorer 11Firefox 24Chrome 35Safari 6 (Max Only)
Mobile Internet Explorer 11 for windows 8.1 (tablets only) not smartphonesSafari iOS7Chrome on Android 4.4
• To access Fluid features, you must have at least the following minimum browser version on your device
Fluid Overview
8February 2018
Fluid Components• Fluid UI
- Banner / Icons Homepage Pages
- Navigation Bar (NavBar)- Homepages- Tiles
Fluid Components
9February 2018
Banner / Icons - Homepage
Banners/Icons
• A standard banner appears at the top of every Fluid page that includes the page title and some standard icons.
Icon Description ActionHome Icon Takes you to your home page
Search Icon Enables you to Search
Alerts Icon Notifications window to view actions and alerts
Action Icon Tap to see a list of Actions available for the current window: My Preferences, Help, Sign Out
NavBar Icon Tap to expand NavBar window. Options available: Navigator, Recent Places, My Favorites, My Preferences, Classic Home
10February 2018
Banner / Icons - Pages
Banners/Icons
• Icons on the application pages are slightly re-arranged
• The Banner variance will be eliminated with Phase II implementation
Icon Description Action
Home Icon Takes you to your home page
Search Bar Enables you to Search
Sign Out Icon Ends user’s session and signs out
Notification Icon Tap to see a list of Notifications
NavBar Icon Tap to expand NavBar window. Options available: Navigator, Recent Places, My Favorites, My Preferences, Classic Home
Add To Drop-Down Tap to view Add drop-down options: Homepage, NavBar, Favorites
11February 2018
The Fluid Navigation Bar (NavBar)
NavBar
• Tap or click on the Icon to expand the NavBar window
- Five Delivered Tiles Navigator Recent Places My Favorites My Preferences Classic Home
Tile List Can be PersonalizedAdd TilesRemove TilesAlter Tile Sequence
13February 2018
The Fluid Navigation Bar (NavBar)
NavBar
• Recent Places
• My Favorites
• My Preferences
15February 2018
MP3.0 Fluid User Interface
• Phase I CFS 9.2 MP3.0 Go Live Date: April 30, 2018
CFS 9.2 Homepage
Tiles Classic Main Menu / Breadcrumbs (Available During Transition)
Phase I
18February 2018
Fluid User Interface Structure
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Phase I
CFS 9.2 Homepage
Tile 1
Tile 2
Tile 9
Phase I
User
20February 2018
Fluid User Interface Structure – Cont.Tiles
Direct Link to a CFS PagePhase I
Phase I
21February 2018
Fluid User Interface Structure – Cont.Tiles – Adding Tile to CFS 9.2 Homepage
Phase I
22February 2018
Fluid User Interface Structure – Cont.Tiles – Adding Tile to CFS 9.2 Homepage
Phase I
25February 2018
MP3.0 Fluid User Interface
• Phase II CFS 9.2 MP3.0 Go Live Date: TBD
CFS 9.2 Homepage
Personalize Homepages
TilesClassic Main Menu / Breadcrumbs (Phased Out)
Phase II
26February 2018
Fluid User Interface Structure
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Phase II
CFS 9.2 Homepage
Tile 1
Tile 2
Tile 9
Homepage 1 Homepage 2 Homepage 9……
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Tile 1
Tile 2
Tile 9
……
…Tile 1
Tile 2
Tile 9
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Tile 1
Tile 2
Tile 9
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Phase II
User
30February 2018
Fluid User Interface Structure – Cont.Tiles
Fluid WorkCenters (AP, GL, Buyer)
Dynamic Tiles (Chart, Pivot Grid)
Direct Link to a CFS Page
Navigation Collection
Phase I Phase II
Phase II
32February 2018
Fluid User Interface Structure – Cont.Tiles – Navigation Collection – Cont.
Phase II
38February 2018
Fluid Conversion- Sample 3Homepage by Role / Module (Ex: Manager, Employee, and Administrator)
Phase II
39February 2018
Fluid Conversion- Sample 4Homepage by Business Process (Ex: Voucher Processing, Procurement Operations)
Phase II
40February 2018
MP3.0 Fluid User Interface
• Transition
Period between Phase I and Phase II Go-Lives
CMS to develop the security and implementation model for customizing and publishing Homepages and Tiles
Utilizing Oracle Guidance and Campus Feedback
Users to transition from using the Classic Menu to the NavBar
Transition
41February 2018
Documentation
Common Financial Systems (CFS) 9.2 – MP 3.0
• https://csyou.calstate.edu/Projects-Initiatives/CMS/AppDevelopment/CMSCFS92/Pages/CFS92Home.aspx
Documentation
42February 2018
• CFS Application Team- Carmen Arreguin carreguin@calstate.edu (562) 951-4279
- Steve Sharifi ssharifi@calstate.edu (562) 951-4337
Contacts
Contacts