PeopleSoft WorkCenter Presentation 20150901
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Transcript of PeopleSoft WorkCenter Presentation 20150901
![Page 1: PeopleSoft WorkCenter Presentation 20150901](https://reader038.fdocuments.net/reader038/viewer/2022102802/587831911a28abef5d8b6b3b/html5/thumbnails/1.jpg)
PeopleSoft WorkCenter
Telly IpockSept, 2015
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Agenda
• What is PeopleSoft WorkCenter?• Create / Set up• Configuration Process• End User Personalization
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Introduced in PeopleSoft 9.2A one-stop command center to process, conduct transactions, take action on alerts and view reports and analytics. •Consolidates tasks, easy multitasking•Secure, role-based•Highly configurable•Reduction in navigations•Improved effectiveness
What is PeopleSoft WorkCenter
Minimum requirement: PT 8.51
Improved version: PT 8.52
Fully functional: PS 9.2, PT 8.53
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WorkCenter PageletsStandard WorkCenter Pagelets: My Work, Links
My Work
Links
Transaction Area/ Work Area
Task Panel
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WorkCenter PageletsStandard WorkCenter Pagelets: Queries, Reports & Processes
Queries
Reports / Processes
Transaction Area
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Asset ManagementAccounts PayablePricingContract / SourcingBuyerSupply / DemandGrantsProjects
PeopleSoft Delivered WorkCenters
Maintenance ManagementResourceStaffingExpensesBillingTreasuryJournals
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PeopleSoft Delivered WorkCenters (Example)
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PeopleSoft Delivered WorkCenters (Example)
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PeopleSoft Delivered WorkCenters (Example)
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PeopleSoft Delivered WorkCenters (Example)
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1. Create a new content reference1.1 PeopleTools > Portal > Structure and Content
Create / Setup a WorkCenter
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1. 2 Scroll down to bottom -> Add Content Reference
Create / Setup a WorkCenter
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1.3 Fill in all necessary general information for the content reference, such as Name, Label, URL info, Component Parameters.
Create / Setup a WorkCenter
Can use a delivered component or a custom component.
The first page in this component will be the landing page for your WorkCenter.
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Create / Setup a WorkCenter1.4 Add content reference securitySave
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Create / Setup a WorkCenter2. Create your WorkCenter and assign it to your newly created content reference2.1 Go to PeopleTools > Portal > WorkCenter > Manage WorkCenter Pages
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Create / Setup a WorkCenter2.2 Scroll down and click the “Create new WorkCenter page link”
Select the starting page optione.g. Existing menu item
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Create / Setup a WorkCenter
Select the menu item
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2.3 Add Pagelet Groups information such as ID and Label
Create / Setup a WorkCenter
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Create / Setup a WorkCenter3. Create a folder for your pageletsPeopleTools > Portal > Structure and Content
Scroll down and click“Add Folder” link
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Create / Setup a WorkCenter
Enter Name and Label for theFolder and click “Save”
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4. Create a navigation collection for the Links pagelet4.1. Go to PeopleTools > Portal > Portal Utilities > Navigation CollectionsClick the link “Add Collection”
Create / Setup a WorkCenter
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4.2 Enter Name for the navigation and click “Add Link”.Then select source links to the Links pagelet. Save when done.
Create / Setup a WorkCenter
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4.3 Go to the Publish Collection tab and select publishing options
Create / Setup a WorkCenter
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4.4. Create a pagelet to hold your navigation collectionGo to PeopleTools > Portal > Pagelet Wizard > Pagelet Wizard.Add a new value.
Create / Setup a WorkCenter
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Follow 6 steps to configure the Pagelet
Create / Setup a WorkCenter
1. Specify Pagelet Information 2. Select Data Source
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Create / Setup a WorkCenter3. Specify Data Source Parameters 4. Select Display Format
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Create / Setup a WorkCenter5. Specify Display Options 6. Specify Publishing Options
Complete all 6 steps, Save all, and click “Finish”
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6. Create Pagelets to use PS Queries to display data as a chart or table
Pagelet Wizard ->Add a new value ->Complet 6 steps
At step 2, choose “PS Query”for Data Type and select theQuery to display
Create / Setup a WorkCenter
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Create / Setup a WorkCenter7. Add pagelets to your WorkCenter Note: creating multiple pagelet groupswill create multiple tabs in your WC7.1 Go to PeopleTools > Portal> WorkCenter> Manage WorkCenter Pages7.2 Select the WorkCenter7.3On the Configure WorkCenterPage, Pagelets area, add pagelets created
View Your WorkCenter!
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Two ways to configure a WorkCenter:1.The Data Migration WorkbenchWorkCenters provide critical My Work Link filters that are based in SQL application classes. ADS (Application Data Set) can be used to migrate My Work Links, Filters, and Pagelet Configurations between databases, and ultimately to the production environments.
2. Common Applications FrameworkMain Menu >Enterprise Components > WorCenter/Dashboards > Configure Pagelets
Configure a WorkCenter
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Enterprise Components > WorkCent/Dashboards > Configure Pagelets
Configure a WorkCenter
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Configure a WorkCenterConfigure each tab for corresponding pagelet accordingly:My Work, Links, Queries, Report/Processes
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End users can personalize their WorkCenter.
Personalize a WorkCenter
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Thank you!
Questions