Oracle's PeopleTools PeopleBookPeopleTools 8.52: PeopleSoft ApplicationsUser's GuideOctober 2011
PeopleTools 8.52: PeopleSoft Applications User's GuideSKU pt8.52tupa-b1011Copyright 1988, 2011, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of theirrespective owners.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.Restricted Rights NoticeIf this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable:U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S. Governmentcustomers are "commercial computer software" or "commercial technical data" pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication,disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in theapplicable Government contract, and, to the extent applicable by the terms of the Government contract, theadditional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.Hazardous Applications NoticeThis software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software in dangerous applications.Third Party Content, Products, and Services DisclaimerThis software and documentation may provide access to or information on content, products and services from thirdparties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kindwith respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible forany loss, costs, or damages incurred due to your access to or use of third party content, products or services.
ContentsPrefaceOracle's PeopleSoft Applications User's Guide Preface . ixPeopleSoft Applications User's Guide . ixPeopleBooks and the PeopleSoft Online Library . ixChapter 1Working With PeopleSoft Applications . 1Understanding PeopleSoft Browser-Based Applications . 1Signing In to PeopleSoft Applications . 2Using Drop-Down Menus . 3Scrolling and Sorting . 4Navigating Breadcrumbs . 5Using SmartNavigation . 7Using Menu Pagelets . 9Using Navigation Pages . 10Standard Navigation Pages . 10SmartNavigation Pages . 10Using the Portal Search Field . 12Using the Universal Navigation Header . 14Understanding the Universal Navigation Header . 14Adding Pages to the Favorites Menu . 15Editing the Favorites Menu . 16Using the Recently Used Menu . 16Using the Pagebar . 17Processing Components . 18Accessing Pages and Components . 19Linking to Related Pages . 20Opening New Windows . 20Saving Pages . 20Working With Dialog Boxes . 21Using Buttons and Links . 21Understanding Buttons and Links . 21Using Processing Buttons . 22Using Toolbar Buttons . 22Using Pop-up Menus . 24Copyright 1988, 2011, Oracle and/or its affiliates. All Rights Reserved.iii
ContentsUsing Keyboard Shortcuts .Understanding Keyboard Shortcuts .Using Hot Keys .Using Access Keys .Navigating Drop-Down Menus Using Keyboard Shortcuts .Enabling Accessibility Features .Understanding Accessibility Features .Enabling Accessibility Features .2424252626282828Chapter 2Setting User Preferences . 31Personalizing Your Homepage .Pages Used to Personalize Your Homepage .Personalizing Content .Personalizing Layout .Personalizing Pagelets .Personalizing Pages .Understanding Page Personalization .Controlling Initial Page Display .Changing the Tabbing Order .Copying, Sharing, and Deleting Page Personalization Settings .Changing Your Password .Pages Used to Change Your Password .Changing Your Password .Setting Up Forgotten Password Help .Setting User Personalizations .Understanding User Personalizations .Pages Used to Set User Personalizations .Defining Your User Personalizations .Setting Up Your System Profile .Adding Words to Your Personal Dictionary .3131323336373739404243444444454545464851Chapter 3Retrieving Data Using Keys, Search Pages, and PeopleSoft Search Technology . 53Understanding Keys .Understanding Search Pages .Using Search Pages to Retrieve Data .Entering and Saving Search Criteria .Using Wildcard Characters to Find Information .Retrieving Historical Data .iv535355566061Copyright 1988, 2011, Oracle and/or its affiliates. All Rights Reserved.
ContentsUsing Autocomplete to Narrow a Search .Accessing the Results of Your Most Recent Component Searches .Using PeopleSoft Search Technology to Retrieve Data .Understanding PeopleSoft Search Technology .Using the Keyword Search Page .Using the Application Search Bar .Working with Search Results .62646666676768Chapter 4Using PeopleSoft Application Pages . 73Understanding Pages . 73Using Effective Dates . 74Understanding Effective Dates . 74Using Page Action Options and Effective Dates . 75Working With Page Elements . 77Understanding PeopleSoft Page Elements . 77Using Data-entry Fields . 78Using Data-Entry Fields . 80Using Edit Boxes . 80Using Long Edit Boxes . 81Using Drop-Down List Boxes . 81Working With Images . 82Using Spell Check . 83Using Foreign Language Dictionaries . 86Working With Trees . 87Working With Rich Text Editor Fields . 89Understanding the Rich Text Editor . 90Using the Toolbar . 91Entering, Formatting, and Modifying Text . 91Inserting and Modifying Images . 91Using Spell Check . 95Working With Field-level Prompts and Validation . 95Understanding Field-level Prompts and Validation . 96Using Lookup Prompts . 96Using Calendar Prompts . 98Accessing Related Content and Actions . 98Contextual Menus . 99Using Related Content Frames . 103Using WorkCenter Pages . 105Working with WorkCenter Pages . 106Personalizing Your Pagelet Area . 108Working With Mouse Over Pop-up Pages . 110Copyright 1988, 2011, Oracle and/or its affiliates. All Rights Reserved.v
ContentsAccessing Embedded Help . 110Chapter 5Working With Grids and Scroll Areas . 113Understanding Grids and Scroll Areas .Navigating Through Data .Using Navigation Buttons and Links .Adding Rows .
Oracle's PeopleTools PeopleBook PeopleTools 8.52: PeopleSoft Applications User's Guide October 2011
Before you begin, review the following information to organize your upgrade process: Review the PeopleSoft PeopleTools release. Make sure to download the most recent version of the PeopleSoft PeopleTools upgrade documentation. Go to My Oracle Support and search for the PeopleSoft PeopleTools upgrade documentation for your release.
PeopleSoft Portal Solutions product family. PeopleSoft Enterprise Portal feature overview. PeopleSoft Enterprise Portal and PeopleTools. PeopleSoft Portal Solutions Product Family This section discusses the products that are part of the PeopleSoft Portal Solutions product family: PeopleSoft Enterprise Portal.
Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft applications and PeopleTools. The help provides standard navigation and full-text searching, as well as context-sensitive online help for PeopleSoft users. Hosted PeopleSoft Online Help
C Using PeopleSoft 8 Integration Broker Discusses how to configure and test PeopleSoft Integration Broker Release 8.4 and PeopleSoft Application Messaging Release 8.1 using a PeopleSoft-supplied File Output interface. D PeopleTools Upgrade Considerations Provides upgrade considerations for PeopleTools. Documentation Conventions
PeopleSoft HCM 9.2: Human Resources Manage Variable Compensation . Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft applications and PeopleTools. The help provides standard navigation and full-text searching, as well as
The following diagram illustrates the concept of BI Publisher. BI Publisher concept Select features of Oracle's BI Publisher product have been integrated into and enhanced for use with PeopleTools. Within PeopleSoft applications, this is referred to as XML Publisher (XMLP). This diagram illustrates PeopleSoft applications integration with BI .
PeopleBook: PeopleSoft Performance Monitor February 2005. Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Performance Monitor SKU PT846PFM-B 0205 . Performance Monitor Preface.xxi PerformanceMonitor .
A - provider is used by AngularJS internally to create services, factory etc. B - provider is used during config phase. C - provider is a special factory method. D - All of the above. Q 10 - config phase is the phase during which AngularJS bootstraps itself. A - true B - false Q 11 - constants are used to pass values at config phase. A - true B .