KEY CONCEPTS FOR PEOPLESOFT NAVIGATION
Uniquely identifying a row of data.
PeopleSoft uniquely identifies a row through the use of key fields.
Difference between primary and alternate search keys.
Primary search keys uniquely identify a row of data. Alternate search
keys help determine a unique row of data but you need more information
to narrow a search.
Panel group.(Component)
A panel group is created when there are too many fields to fit on one panel.
The panels in the panel group are organized by subject or business process.
How to move between panels in a panel group.
-clicking on panel tabs
pressing the Next Panel in Group icon.
- using the F2 function key.
Valid value search.
Helps narrow a search and the lists of options to choose from is a manageable size.
Fastest way to return to your last accessed panel in PeopleSoft.
The fastest way to return to your last accessed panel is by using the Back button.
Effective Dating
Effective dating is an important PeopleSoft concept that allows you to:
-recreate any point in time.
-keep a chronological record of an employee’s history and the values
maintained through tables.
Effective Date Categories
There are three (3) effective date categories: Current, Future and History.
Future - Data rows have an effective date greater than today’s date.
Current - Close to but not greater than today’s date.
History - Rows have effective dates less than the effective date on the
current row.
Effective Date Sequencing
Actions that occur on the same date are entered in a certain order or sequence.
Effective Date Status
The status is either Active or Inactive.
Update/Display
The Update/Display Action allows you to do the following (if authorized) on an
effective-dated table:
-View current and future rows.
-Change future rows.
-Insert future rows or a new current row.
Update/Display All
The Update/Display All action + allows you to perform (if authorized) the functions
noted above and and view history rows.
Data Entry Modes
Data entry modes determine how you are working in a panel. For instance, there is a
mode for adding records and another mode for updating existing records.
☺ By selecting a data entry mode, a search dialog box displays.
In order to open a panel, a mode must be associated with it. If the panel you select does
not contain any effective dated rows, the system defaults to the Update/Display mode,
which allows you to work with existing records. If the panel you select contains effective
dated rows you need to select a specific mode to work in.
Data Entry Mode Action
Add-----> Inserts a new record to the database. Used when a
new employee is hired.
Update/Display------> Access existing records to view or add current or
future information.
Update/Display All------> Accesses existing records to view or add current,
future or historical information.
Correction------> Limited to certain personnel only. Users will know the impact correcting the history records.
Benefit of effective dating
-Allows a history of information to be maintained.
Need for effective date categories
- PeopleSoft classifies each row of data as current, future or history which allows for a
chronological ordering of information.
Importance of effective date status
- Effective data status allows you to determine whether effective-dated information
(employee address, job data, etc.) is active or inactive at any point in time.
Function of “Add,” data entry mode
- “Add” creates a new high level record (new position, new applicant, new job
requisition).
Difference between Update/Display and Update/Display All
-Update/Display All shows current, future and history rows.
-Update/Display shows current and future rows only.
What does it mean if there is a choice of data entry modes when you select a panel?
-If a choice of data entry modes is available on a panel you’ve selected, it means the
panel is effective-dated.
What does it mean when you see a scroll bar?
-The scroll bar indicates there is more than one row of data present.
Do scroll bars indicate an effective dated record?
-The presence of a scroll bar does not necessarily indicate an effective-dated record.
Uniquely identifying a row of data.
PeopleSoft uniquely identifies a row through the use of key fields.
Difference between primary and alternate search keys.
Primary search keys uniquely identify a row of data. Alternate search
keys help determine a unique row of data but you need more information
to narrow a search.
Panel group.(Component)
A panel group is created when there are too many fields to fit on one panel.
The panels in the panel group are organized by subject or business process.
How to move between panels in a panel group.
-clicking on panel tabs
pressing the Next Panel in Group icon.
- using the F2 function key.
Valid value search.
Helps narrow a search and the lists of options to choose from is a manageable size.
Fastest way to return to your last accessed panel in PeopleSoft.
The fastest way to return to your last accessed panel is by using the Back button.
Effective Dating
Effective dating is an important PeopleSoft concept that allows you to:
-recreate any point in time.
-keep a chronological record of an employee’s history and the values
maintained through tables.
Effective Date Categories
There are three (3) effective date categories: Current, Future and History.
Future - Data rows have an effective date greater than today’s date.
Current - Close to but not greater than today’s date.
History - Rows have effective dates less than the effective date on the
current row.
Effective Date Sequencing
Actions that occur on the same date are entered in a certain order or sequence.
Effective Date Status
The status is either Active or Inactive.
Update/Display
The Update/Display Action allows you to do the following (if authorized) on an
effective-dated table:
-View current and future rows.
-Change future rows.
-Insert future rows or a new current row.
Update/Display All
The Update/Display All action + allows you to perform (if authorized) the functions
noted above and and view history rows.
Data Entry Modes
Data entry modes determine how you are working in a panel. For instance, there is a
mode for adding records and another mode for updating existing records.
☺ By selecting a data entry mode, a search dialog box displays.
In order to open a panel, a mode must be associated with it. If the panel you select does
not contain any effective dated rows, the system defaults to the Update/Display mode,
which allows you to work with existing records. If the panel you select contains effective
dated rows you need to select a specific mode to work in.
Data Entry Mode Action
Add-----> Inserts a new record to the database. Used when a
new employee is hired.
Update/Display------> Access existing records to view or add current or
future information.
Update/Display All------> Accesses existing records to view or add current,
future or historical information.
Correction------> Limited to certain personnel only. Users will know the impact correcting the history records.
Benefit of effective dating
-Allows a history of information to be maintained.
Need for effective date categories
- PeopleSoft classifies each row of data as current, future or history which allows for a
chronological ordering of information.
Importance of effective date status
- Effective data status allows you to determine whether effective-dated information
(employee address, job data, etc.) is active or inactive at any point in time.
Function of “Add,” data entry mode
- “Add” creates a new high level record (new position, new applicant, new job
requisition).
Difference between Update/Display and Update/Display All
-Update/Display All shows current, future and history rows.
-Update/Display shows current and future rows only.
What does it mean if there is a choice of data entry modes when you select a panel?
-If a choice of data entry modes is available on a panel you’ve selected, it means the
panel is effective-dated.
What does it mean when you see a scroll bar?
-The scroll bar indicates there is more than one row of data present.
Do scroll bars indicate an effective dated record?
-The presence of a scroll bar does not necessarily indicate an effective-dated record.
1 comment:
Hi harsha
i m new to peoplesoft but indeed its a wonderful blog and i was grtly helped by ur effort... well done pls keep updating...
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