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Campus Solutions 9.2 Education Series: Overview New Activity Guide Fluid Features Available in CS 9.2

By Max Herman posted 05-31-2016 11:07 AM

  

Overview New Activity Guide Fluid Features Available in  CS 9.2
Author:
Max Herman, University of Minnesota

Blog Series Overview:
The Campus Solutions 9.2 Blog Series is sponsored and hosted by the HEUG Campus Community Advisory Group, with the intention to assist and educate the user community on features and functionality specific to Campus Solutions 9.2.  To view other articles in the series, please go to the Article Index for the Campus Solutions 9.2 Blog Series.

Article Overview:
The intent of this article is to compare and contrast the new CS 9.2 Activity Guides functionality available in the Fluid format with the existing CS 9.0 functionality.

Article:
With Campus Solutions 9.2 and PeopleTools 8.55, the new Fluid user interface offers a new way to deliver Activity Guide functionality.  Activity Guides using Fluid design are accessible from, and optimized for, different devices including phones, tablets, and laptops.  One key advantage to the Fluid interface is that users will be able to complete Activity Guides using their smartphone for greater convenience and quicker response times.

New Fluid designs have been delivered for the existing launch, agreement, and complete task Activity Guides.  These are guided by the overall design themes of the Fluid interface to be simpler and more intuitive, as well as optimized for mobile solutions.  (To view images of new Activity Guide functionality used via smart phone, you can refer to the Alliance 2016 presentation Campus Community and Campus Solutions 9.2, slides 34-42.)  

Activity Guide setup is also highly configurable in the Fluid interface, to allow your institution to define the type and format of your guided process (such as horizontal for a few steps, vertical for longer more complex processes; step confirmation and submit buttons; Accept only or Accept/Decline; additional navigations).  Configurable help text can also be added to some fields.  Other Fluid pages such as Addresses and Emergency Contacts can be incorporated into the Activity Guide.

The existing 9.0 “classic” (i.e. non-Fluid) Activity Guides are still available in 9.2, allowing your institution to maintain your existing Activity Guides and choose the optimal format for each business need.

References:
This video provides a full overview of PeopleSoft Fluid User Interface Concepts:  https://www.youtube.com/watch?v=o5-wQ2dHKsw

This video demonstrates classic 9.0 Activity Guide functionality: https://www.youtube.com/watch?v=d4TpU7qImPo

PeopleSoft CS 9.0 to 9.2 – PeopleTools 8.55 Upgrade

The CS 9.2 Upgrade for PeopleTools 8.55 is available via My Oracle Support, PeopleSoft Campus Solutions Upgrade Home Page (Doc ID 2078564.2).  This MOS site contains documentation and an important video for performing the CS 9.2/PT 8.55 upgrade.  A reminder:  the process of obtaining  the upgrade template has changed with PeopleTools 8.55 so we encourage you to review Getting Started on Your PeopleSoft Upgrade (with PeopleTools 8.55) available on the MOS site Getting Started on Your PeopleSoft Upgrade (using Change Assistant) (Doc ID 739129.1).

PeopleSoft CS 9.2 PUM Update Image 1

The CS 9.2 PUM Update Image 1 is now available from the PeopleSoft Update Manager (PUM) Home Page (Doc ID 1641843.2) by selecting the Update Image Home Pages tab, choosing Campus Solutions Update Image Home Page and expanding the section CS Update Image Link.  The PeopleSoft Campus Solutions 9.2 Documentation Home Page (Doc ID 2013381.1) section on CS 9.2 Release Documentation contains links to the PeopleSoft CS 9.2 Update Image Overview (Doc ID 2116071.1), the PeopleSoft Campus Solutions Cumulative Feature Overview tool, and CS 9.2 Online Help.

PeopleSoft Planned Features and Enhancements

Information on currently planned new features and functionality can be found on the PeopleSoft Planned Features and Enhancements page (Doc ID 1966243.2).

Advisor Webcasts: Campus Solutions 9.2 Upgrade and PUM Image Updates
Campus Solutions technical users, functional users, and system administrators can stay informed with this one-hour advisor webcast recording that provides an overview of our latest upgrade path to CS 9.2 and the latest CS 9.2 PUM Update Image.  This recording can be found on My Oracle Support using Doc ID (1456265.1).

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05-31-2016 02:21 PM

Link to images of Activity Guides in the Fluid Interface

Slides illustrating sample Activity Guides in Fluid format are available in the HEUG Files area at:  https://www.heug.org/p/do/sd/sid=21884&isnew=1&type=0