9.2 Creating Faculty Workload Favorites

Purpose: Use this document as a reference for how to create and manage your favorite FWL pages in ctcLink. Arranging the pages in the order of work will help to not miss a step in processing faculty pay.  Link recommendations are included in this Quick Reference Guide.

Audience: Class Scheduling Staff,  HR\Payroll Staff.

By establishing 'Favorites,' users of PeopleSoft can avoid memorizing lengthy navigations. By arranging the pages necessary to perform a task in the proper order and naming the page links in a way that makes sense to the user saves time and doesn't get lost in the many nested menus. Favorites are stored in the system and regardless of which browser or PC is used will be accessible to the user regardless of where they log into the system from. Using 'Favorites' largely eliminates the 'how did I get to that page last time' feeling of using a brand new system.

Create Faculty Workload Favorites

Create Favorites

Navigation will vary depending on the page being added as a 'Favorite.' In this  example, navigate to the same file path displayed below:

Navigation:  NavBar > Navigator > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Transaction > Maintain Faculty Workload

  1. The Maintain Faculty Workload page displays.
  2. In the upper right hand corner, select the drop-down menu icon.
  3. Select the Add to Favorites link.
  1. The Add to Favorites pagelet displays.
  2. The page name will be automatically displayed in the Description field.  Edit this description.
Add to Favorites pagelet
  1. There is a recommended naming convention for your favorites. Use a topical reference (FWL) with a number order (5:); this will help to differentiate groupings and when the system sorts the entries, they are sorted in alpha/numeric order.
    1. Example:  FWL 5: Maintain FWL for Class Scheduling Staff.
    2. Example:  FWL 1:  Maintain FWL for HR\Payroll Staff.
  2. Select the OK button.
Add to Favorites pagelet
  1. A confirmation message displays.
  2. Select the OK button.
Select My Favorites ink
  1. The Maintain Faculty Workload page displays.
  2. Navigate to the My Favorites menu. NavBar > My Favorites.
  1. The My Favorites page displays.
  2. Confirm new favorite is added.
My Favorites page
  1. The process to create a favorite is now complete.

Class Scheduling Staff and HR\Payroll Staff have different needs when it comes to processing Faculty Workload.  Below is two sets of recommended page links to setup as 'Favorites' based on the order each staff processes FWL.

Class Scheduling Staff:

  1. Instructor/Advisor Table - [FWL 1: Inst/Adv Tbl]
    • NavBar > Navigator > Curriculum Management > Instructor/Advisor Table
  2. Schedule of Class - [FWL 2: Sched of Class]
    • NavBar > Navigator > Curriculum Management > Schedule of Classes > Maintain Schedule of Classes
  3. Instructor Term Workload - [FWL 3: Term Workload]
    • NavBar > Navigator > Curriculum Management > Instructor Term Workload
  4. FWL Calculation Process - [FWL 4: Batch Calc Proc]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Processing > FWL Calculation Process
  5. Maintain Faculty Workload - [FWL 5: Maintain FWL]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty  Workload > Faculty Workload Transaction > Maintain Faculty  Workload
  6. FWL Contract Generation - [FWL 6: Contract Gen]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty Workload > Faculty Workload Processing > FWL Contract Generation
  7. Course Catalog - [FWL 7: Term Workload]
    • NavBar > Navigator > Curriculum Management > Course Catalog > Course Catalog
  8. Process Monitor - [TOOLS: Process Monitor]
    • NavBar > Navigator > PeopleTools > Process Scheduler > Process Monitor

HR\Payroll Staff:

  1. Maintain Faculty Workload - [FWL 1: Maintain FWL]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty  Workload > Faculty Workload Transaction > Maintain Faculty  Workload
  2. FWL OTP Mass Assignment - [FWL 2: Ok To Pay Mass Assignmt]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty  Workload > Faculty Workload Processing > FWL OTP Mass Assignment
  3. FWL Pay Line Extract - [FWL 3: Pay Line Extract]
    • NavBar > Navigator > Curriculum Management > CTC Custom > Faculty  Workload > Faculty Workload Processing > FWL Pay Line Extract
  4. Process Monitor - [TOOLS: Process Monitor]
    • NavBar > Navigator > PeopleTools > Process Scheduler > Process Monitor
  5. Query Viewer - [TOOLS: Query]
    • NavBar > Navigator > Reporting Tools > Query > Query Viewer

Sequence Favorites

Favorites can be arranged in a specific order by the user. Use the Sequence Number field to group and arrange favorites into sections. Each section is then automatically sorted in alpha/numeric order.  By choosing a naming convention that start with the same label and include a number all page links will be ordered in the process flow order that best suits the user.

  1. From the Favorites menu, select the Edit Favorites link.
My Favorites page select edit favorites
  1. The Edit Favorites page displays.
  2. The default value for the Sequence Numbers are zero '0'.
Edit Favorites page
  1. Update the Sequence Number from '0' to '1' for all Favorites starting with "FWL."
  2. Select the Save button.
select the save button from edit favorites
  1.  The links will automatically re-order themselves upon saving.
Updated sequence numbers re-ordered
  1. Navigate back to My Favorites page to view the sequence order updates.
Updated My Favorites page
  1. The process to sequence favorites is now complete.

Delete Favorites

  1. From the My Favorites page, select the Edit Favorites link.
Select Edit Favorites to delete favorites
  1. The Edit Favorites page displays.
  2. Select the Delete Row (-) button next the Favorite to be deleted.
Edit Favorites page to delete favorites
  1. The Delete Confirmation pagelet displays.
  2. Select the OK button.         
Delete Confirmation message
  1. The page link is deleted.
  2. Select the Save button to save the change.
Updated My Favorites with favorite deleted
  1. The process to delete favorites is now complete.

End of procedure.

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