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© 2009, Datatel, Inc. All Rights Reserved User Interface 4 Fundamentals.

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Presentation on theme: "© 2009, Datatel, Inc. All Rights Reserved User Interface 4 Fundamentals."— Presentation transcript:

1 © 2009, Datatel, Inc. All Rights Reserved User Interface 4 Fundamentals

2 Accessing the Colleague Production Environment Open a Browser and go to https://ist-56.durhamtech.edu:56500/UI42production/index.htm Important! Please make sure that your popup blockers are disabled.

3 The Colleague UI Window UI Form Area Context Area Search Area Tabs Menu Bar Logout Help

4 Menu Bar

5 Search for Person Person Search also performs Organization search Choose the Person Search icon Enter Person Search Criteria Click Search or press the {Enter] key Advanced Search

6 Search Results Panel – Card View Search Results Panel Help Open Selected Records Hide Search Results Panel Add a person Number of results. Navigate through results pages. Search Criteria Card View or Grid View

7 Search Results Panel – Grid View Click on Column Headers to sort Photos are not displayed Selected records are highlighted

8 Card View vs. Grid View Comparison of Card View and Grid View FeatureCard ViewGrid View Photos Displays photos of people (if available) Does not display photos Selecting multiple records Click each record Use CTRL- or SHIFT- while clicking each record Number of records displayed per page Smaller numberLarger number Sorting recordsNot sortable Sort by clicking on column headers Default Display by Number of Columns Results with more than 3 columns will be displayed Results with 3 or less columns will be displayed

9 Context Area Card Selector Card Scroller scans through stacks of cards. Buttons Information displayed is configurable by the institution Active Card is labeled as Active Context Mapping Remove Open Favorites

10 Mapping Address Mapping button Location pushpin Best View

11 Activity: Search for Person In this activity you will: Search for a person(s) Explore the use of the Search Results Panel

12 Activity: Context Area In this activity you will: Explore the use of the Context Area

13 Activity: Mapping In this activity you will: Use the Mapping feature

14 Search for Form Choose the Form Search icon. Enter a mnemonic or title word Click Search or press the [Enter] key

15 Navigation Panel Choose application Use scrollbar to view entire list of search results Single Expand or Multi Expand Open selected form (or double- click form)

16 Colleague Forms Add to Form Favorites Process Help Card number (from Context Area) Slider Bar

17 Colleague Forms Add to Form Favorites Process Help Card number (from Context Area) Print Form Slider Bar

18 Comments Timestamp Comments Field Find Next

19 Window Groups Navigation Bar

20 Print Form

21 Bar Graph

22 Activity: Colleague Forms In this activity you will: Search for a Colleague form by title and mnemonic Execute a Colleague form with multiple records Explore the different ways Colleague forms behave depending upon the contents of the Context Area

23 Activity: Additional Form Features In this activity you will: Set the default scale for your instance of Colleague. Set the scale of an individual form. Clear scaling. Print an Active Form.

24 Favorites Add Person to Favorites Add Form to Favorites

25 Adding to Favorites Dialog Box Displays people (or form) to be added to Favorites View existing folders Create a new folder

26 Favorites Panel Select a single form only Use CTRL or SHIFT to select multiple people Manage People Favorites Manage Form Favorites

27 Favorites Panel Select a single form only Use CTRL or SHIFT to select multiple people Manage People Favorites Manage Form Favorites

28 Activity: Favorites In this activity you will: Add People Favorites Add Form Favorites Use Favorites to execute a Form Create and use a Shared List

29 Preferences Background Color Color themes

30 Preferences Photos on/off Set when a Bar Graph closes. Set Number of Search results Per Page by View

31 Course Review You are now able to: Perform tasks in Colleague using User Interface 4. Use enhanced features to make your Colleague usage more effective.


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