1. UF Directory Training Project Leader: Warren Curry, Information Systems Project Email:baufdir@nersp.nerdc.ufl.edu Directory Web Site: http://www.it.ufl.edu/projects/directoryhttp://www.it.ufl.edu/projects/directory UFID Web Site: http://ufid.ufl.edu December 13, 2002 ©University of Florida D R A F T

2. Welcome Introductions A Brief Overview UFID Directory Administrative View Self Service View Questions Agenda D R A F T

3. A new eight-digit identifier for all faculty, staff and students. Replaces the SSN as identifier. Application programming interfaces are available now. Final assignment of UFID for people with Gator 1 cards has been completed. A self-service interface for obtaining one's UFID is available now. A communication campaign to inform students, faculty and staff of the new UFID began October 28, 2002. Conversion of major central systems will take place over Martin Luther King holiday weekend. Results will be available on Tuesday, January 21, 2003. The UFID web site ufid.ufl.edu, contains additional information.ufid.ufl.edu UFID D R A F T

4. IT UFID Page http://www.it.ufl.edu/ufid/wmufid.html D R A F T

5. Begin Dir-Admin. UF Directory Administrative View D R A F T

6. Select the Admin Menu from the UF Home Page. (www.ufl.edu) D R A F T

7. Enter your GatorLink username and password. Press the Login button. inda_swamp ******** D R A F T

8. This menu contains categories of administrative applications to which you have access. D R A F T

9. To expand a category, press the “Plus” icon. We will expand Administrative Services. D R A F T

10. Select “Manage Gatordex Information.” D R A F T

11. Please note: the menu remains as you left it the last time you used it. D R A F T

12. Gatordex Menu SWAMP,LUCINDA 11122333 Your Gatordex home page will have your information here. D R A F T

13. SWAMP,LUCINDA 11122333 Note the Help link here. D R A F T

14. SWAMP,LUCINDA 11122333 To browse another record: 1.Enter a UFID to browse another record. 2.Press the Get Basic Information button. 1234-4321 D R A F T

15. GATOR,ALLY CRD COMP APPLENGLISH You can browse everyone in your authority code. GATOR,ALLY 11122333 12345678 D R A F T

16. GATOR,ALLY CRD COMP APPLENGLISH Select Home to go back to your information. GATOR,ALLY 11122333 12345678 D R A F T

17. Add Person SWAMP,LUCINDA 11122333 Add Person D R A F T

18. 1.Enter all the required information. 2.Press the Submit button to add this person to the UF Directory. D R A F T

19. Change Directory Status SWAMP,LUCINDA 11122333 Change Directory Status D R A F T

20. 1.Select the status. 2.Enter an explanation. 3.Press the Change Status button. SWAMP,LUCINDA 11122333 D R A F T

21. Relate Person SWAMP,LUCINDA 11122333 Relate Person D R A F T

22. 1.Select the relationship desired. 2.Enter the UFID of the person or the department.  You can use the lookup feature if you don’t know the UFID. 3.Press the Submit button. D R A F T

23. Search Organization SWAMP,LUCINDA 11122333 Search Organization D R A F T

24. Inf 1. Enter the department name. 2. Press the Search button. D R A F T

25. Search again if the department does not appear. D R A F T

26. Select the department. D R A F T

27. 1.The the authority code will be entered in the field. 2.Press the Get Email List button to continue. D R A F T

28. 1.Select the appropriate format. 2.Press the Download Email List button. D R A F T

29. You can save the file to your local drive, or open it. For the purpose of this training, we will open it. D R A F T

31. Search Person SWAMP,LUCINDA 11122333 Search Person D R A F T

32. 1.Enter the last name, followed by the first name.  You must enter at least 3 characters. 2.Press the Search button. Gator,A D R A F T

33. GATOR,ALBERT GATOR,ALLY 123456789 987654321 Search again if the correct name does not appear. D R A F T

34. GATOR,ALBERT GATOR,ALLY 123456789 987654321 Select the name to view the record. D R A F T

35. Secure Person SWAMP,LUCINDA 11122333 Secure Person D R A F T

36. 1.Enter the reason you are securing this record. 2.Press the Submit button. D R A F T

37. End of Dir-Admin SWAMP,LUCINDA 11122333 This concludes our tour of Administrative portion of Gatordex. D R A F T

38. Begin Dir-Self Serv. UF Directory Self Service View D R A F T

39. To add or modify, select any of the orange text. D R A F T

40. Admin Person Edit D R A F T

42. Published View D R A F T

44. Click here to make name related changes. D R A F T

45. Making a Primary Name Change D R A F T

46. 1.Select another primary name. 2.Press the Save Changes to Primary Selection button. D R A F T

47. Note the name has changed. D R A F T

48. Select Edit to change an entry. D R A F T

49. Select the entry you want to change. I will change the Nickname. D R A F T

50. 1.Select the name to be modified. 2.Press the Edit Selected Name button. D R A F T

51. 1.Enter the new name. 2.Press the Submit button. D R A F T

52. You will see a confirmation message. Select Browse to return to the Browse Names view. D R A F T

53. Now I’ll add and Emergency Contact. Select Add. D R A F T

54. Select the type of entry you want to create. I will select Emergency Contact Name. D R A F T

55. 1.Enter the name. 2.Press the Submit button. D R A F T

56. You will see a confirmation message. Select Browse to return to the Browse Names view. D R A F T

57. The new Emergency Contact Name appears. D R A F T

58. Select Self Service Home to return to your UF Directory Home page. D R A F T

60. What Should You Do? Send names of Directory Coordinator(s) for your area by Monday, December 23, to ufid@ufl.edu Encourage them to attend training Call or e-mail Warren Curry if you have any questions D R A F T