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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. The Colleague UI Window. Search Area. Tabs. Logout. Help. Context Area. Menu Bar. - PowerPoint PPT Presentation
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© 2009, Datatel, Inc. All Rights Reserved
User Interface 4 Fundamentals
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.
The Colleague UI Window
UI Form Area
Context Area
Search Area Tabs
Menu Bar
Logout
Help
Menu Bar
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
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
Search Results Panel – Grid View
Click on Column Headers to sort
Photos are not displayed
Selected records are highlighted
Card View vs. Grid View
Comparison of Card View and Grid ViewFeature Card View Grid 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 number Larger number
Sorting records Not 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
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
MappingRemoveOpen Favorites
Mapping
Address Mapping button
Location pushpin
Best View
Activity: Search for Person
In this activity you will:
Search for a person(s) Explore the use of the Search Results
Panel
Activity: Context Area
In this activity you will:
Explore the use of the Context Area
Activity: Mapping
In this activity you will:
Use the Mapping feature
Search for Form
Choose the Form Search
icon.
Enter a mnemonic or
title word
Click Search or press the [Enter] key
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)
Colleague Forms
Add to Form Favorites
Process Help
Card number (from Context Area)
Slider Bar
Comments
Timestamp
Comments Field
Find Next
Window Groups
Navigation Bar
Print Form
Print Form
Bar Graph
Bar Graph
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
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.
Favorites
Add Person to Favorites
Add Form to Favorites
Adding to Favorites Dialog Box
Displays people (or form) to be added to Favorites
View existing folders
Create a new folder
Favorites Panel
Select a single form only
Use CTRL or SHIFT to select
multiple people
Manage People
Favorites
Manage Form Favorites
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
Preferences
Background Color
Color themes
Preferences
Photos on/off
Set when a Bar Graph
closes.
Set Number of Search results Per Page by
View
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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