1. Click this link to the ctcLink SVL login page.
2. The ctcLink SVL login page displays.

3. Enter your ctcLink ID and Password.
4. Click the Sign In button.

5. The Gateway page, aka Portal, displays.  We'll leave the Gateway page open, and open new windows for each of the three Pillars:
   • HCM = Human Capital Management;
   • FSCM = Financials/Supply Chain Management;
   • CS = Campus Solutions.
6. Click the HCM link at the top of the Gateway page.

7. The HCM landing page - in this example, the Employee Self Service page - displays in a brand new window.

8. Leave the brand new HCM window open.  Return to your Gateway page window.
9. The Gateway page window displays.  Click the FSCM link at the top of the Gateway page.

10. The FSCM landing page - in this example, the Employee Self Service page - displays in a brand new window.  Now we have three windows open.

11. Leave the brand new FSCM window open.  Return to your Gateway page window.
12. The Gateway page window displays.  Click the CS link at the top of the Gateway page.

13. The CS landing page - in this example, the ctcLink CS Staff Homepage - displays in a brand new window.  Now we have four windows open.

14. To log off gracefully, close each of the three pillar windows.  Now only the Gateway page is open.
15. The Gateway page window displays.  Click the Sign Out link at the top of the Gateway page.

16. The Gateway page window closes.  The ctcLink SVX or SVL Login page displays.

17. Section complete.

1. The Gateway page displays.  Click the HCM link at the top of the page.

2. The HCM landing page displays.  Click the NavBar icon on the top right of the page.

3. The NavBar tray displays.  Click the Navigator icon

4. The Navigator menu displays.  If necessary, scroll down until you find the PeopleTools menu item.

5. Click the PeopleTools menu item.

6. The PeopleTools menu displays.  Click the Security menu item.

7. The Security menu displays.  Click the User Profiles menu item.

8. Notice that we have two menu items of interest:
   • Distributed User Profiles - maintained by college Local Security Administrators
   • User Profiles - maintained by SBCTC, viewable by college Local Security Administrators
9. Click the Distributed User Profiles menu item.

10. The Distributed User Profile search page displays.
11. Enter your login User ID, then click the Search button

12. The General tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
13. Click the ID tab.

14. The ID tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
15. Click the User Roles tab.

16. The User Roles tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.  Note the number of User Roles shown on this tab.
17. Click the NavBar icon on the top right of the page.

18. So that was the Distributed User Profiles page, wherein college Local Security Administrators can view/add/update/delete information.  Now let's look at the User Profiles page for the same User ID, wherein college Local Security Administrators can view only.
19. Click the Navigator icon.

20. The Navigator menu displays.
21. Click the User Profiles menu item.

22. The User Profile General tab displays for the same User ID we were just examining on the Distributed User Profile page.  Notice we did not have to search for the User ID; PeopleSoft carried the User ID along when we navigated.Notice how those "interesting fields" are not available for modification?  Again, this User Profile page is view-only for colleges.
23. Click the ID tab.

24. The ID tab displays.  "Interesting fields" are view-only.
25. Click the Roles tab.

26. The Roles tab displays.  The count of Roles on this tab is greater by three than on the Distributed User Profiles tab, because we're seeing Roles that only SBCTC can assign.  And, there's no Add a New Row [+] or Delete a Row [+] icon.  View only!

27. Close your HCM window.  Leave your Gateway window open.
28. Section complete.

1. The Gateway page displays.  Click the FSCM link at the top of the page.

2. The FSCM landing page displays.  Click the NavBar icon on the top right of the page.

3. The NavBar tray displays.  Click the Navigator icon

4. The Navigator menu displays.  If necessary, scroll down until you find the PeopleTools menu item.

5. Click the PeopleTools menu item.

6. The PeopleTools menu displays.  Click the Security menu item.

7. The Security menu displays.  Click the User Profiles menu item.

8. Notice that we have two menu items of interest:
   • Distributed User Profiles - maintained by college Local Security Administrators
   • User Profiles - maintained by SBCTC, viewable by college Local Security Administrators
9. Click the Distributed User Profiles menu item.

10. The Distributed User Profile search page displays.
11. Enter your login User ID, then click the Search button

12. The General tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
13. Click the ID tab.

14. The ID tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
15. Click the User Roles tab.

16. The User Roles tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.  Note the number of User Roles shown on this tab.
17. Click the NavBar icon on the top right of the page.

18. So that was the Distributed User Profiles page, wherein college Local Security Administrators can view/add/update/delete information.  Now let's look at the User Profiles page for the same User ID, wherein college Local Security Administrators can view only.
19. Click the Navigator icon.

20. The Navigator menu displays.
21. Click the User Profiles menu item.

22. The User Profile General tab displays for the same User ID we were just examining on the Distributed User Profile page.  Notice we did not have to search for the User ID; PeopleSoft carried the User ID along when we navigated.Notice how those "interesting fields" are not available for modification?  Again, this User Profile page is view-only for colleges.
23. Click the ID tab.

24. The ID tab displays.  "Interesting fields" are view-only.
25. Click the Roles tab.

26. The Roles tab displays.  The count of Roles on this tab is greater by four than on the Distributed User Profiles tab, because we're seeing Roles that only SBCTC can assign.  And, there's no Add a New Row [+] or Delete a Row [+] icon.  View only!

27. Close your FSCM window.  Leave your Gateway window open.
28. Section complete.

1. The Gateway page displays.  Click the CS link at the top of the page.

2. The CS landing page displays.  Click the NavBar icon on the top right of the page.

3. The NavBar tray displays.  Click the Navigator icon

4. The Navigator menu displays.  If necessary, scroll down until you find the PeopleTools menu item.

5. Click the PeopleTools menu item.

6. The PeopleTools menu displays.  Click the Security menu item.

7. The Security menu displays.  Click the User Profiles menu item.

8. Notice that we have two menu items of interest:
   • Distributed User Profiles - maintained by college Local Security Administrators
   • User Profiles - maintained by SBCTC, viewable by college Local Security Administrators
9. Click the Distributed User Profiles menu item.

10. The Distributed User Profile search page displays.
11. Enter your login User ID, then click the Search button

12. The General tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
13. Click the ID tab.

14. The ID tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.
15. Click the User Roles tab.

16. The User Roles tab displays.  We'll review it in much more detail later.  For now, I've highlighted the interesting fields on this tab.  Note the number of User Roles shown on this tab.
17. Click the NavBar icon on the top right of the page.

18. So that was the Distributed User Profiles page, wherein college Local Security Administrators can view/add/update/delete information.  Now let's look at the User Profiles page for the same User ID, wherein college Local Security Administrators can view only.
19. Click the Navigator icon.

20. The Navigator menu displays.
21. Click the User Profiles menu item.

22. The User Profile General tab displays for the same User ID we were just examining on the Distributed User Profile page.  Notice we did not have to search for the User ID; PeopleSoft carried the User ID along when we navigated.Notice how those "interesting fields" are not available for modification?  Again, this User Profile page is view-only for colleges.
23. Click the ID tab.

24. The ID tab displays.  "Interesting fields" are view-only.
25. Click the Roles tab.

26. The Roles tab displays.  The count of Roles on this tab is greater by five than on the Distributed User Profiles tab, because we're seeing Roles that only SBCTC can assign.  And, there's no Add a New Row [+] or Delete a Row [+] icon.  View only!

27. Close your CS window. Leave your Gateway window open.
28. Section complete.

1. The Gateway page displays.  Click the HCM link at the top of the page.

2. The HCM landing page displays.  Click the NavBar icon on the top right of the page.

3. The NavBar tray displays.  Click the Navigator icon

4. The Navigator menu displays.  If necessary, scroll down until you find the PeopleTools menu item.

5. Click the PeopleTools menu item.

6. The PeopleTools menu displays.  Click the Security menu item.

7. The Security menu displays.  Click the User Profiles menu item.

8. Notice that we have two menu items of interest:
   • Distributed User Profiles - maintained by college Local Security Administrators
   • User Profiles - maintained by SBCTC, viewable by college Local Security Administrators
9. Click the Distributed User Profiles menu item.

10. The Distributed User Profile search page displays.
11. Enter your login User ID, then click the Search button

12. The General tab displays.  Notice the Description of this User ID.
13. Let's try a different way of searching.  Click the Return to Search button.

14. The Distributed User Profile Search page displays.
15. Let's search by Description this time.  Click the Search by dropdown.

16. The "Search by" dropdown unfurls.  Click Description.

17. In "begins with", type "harbor", then click the Search button.

18. "No matching values were found."?  What gives?  Oh, yeah, our Description contains "harbor", but doesn't begin with "harbor".

19. In "begins with", type "%harbor".  That's "harbor" with a wildcard percent sign in front of it.  Click the Search button.

20. Our search returned three values, each of which contains the string "harbor" in its Description.  We want the first one, with the User ID of SEC_WA020_1.  Click that first row's Description.

21. The General tab displays.  Let's add, then delete, a Role.  Click the User Roles tab.

22. The User Roles tab displays.  To add a new User Role, click any of the Add a New Row [+] icons.

23. A new, empty row displays below the Add a New Row [+] icon that you clicked.  Let's have more fun with searching.  Click the new row's spyglass icon.

24. The Look Up Role Name popup displays.  We could search by Role Name...

25. ...or we could search by Description...

26. ...or both!  Click the Advanced Lookup link.

27. The advanced Look Up Role Name popup displays.  Let's search for a Role that would be needed by one of your UAT Sprint 1 testers working on the HH.001.1..3 - Creating a New Position test.  Looks like either ZZ HR Position Management or ZC HR Position Management would work, based on your GoogleSheets Security Workbook's UAT Sprint 1 tab for that test.
28. In Role Name "begins with", type "Z".
29. In Description "begins with", type "%position".
30. Click the Search button.

31. The search returned three Roles.  If we want our UAT tester to have the most flexibility, we'll click on the ZC HR Position Management role.

32. The Look Up Role Name popup disappears.  The new row is populated.
33. Click the Save button.

34. The new row is saved.  Now, just to see how it works, let's delete our new Role.
35. Click the new Role's Delete a Row [-] icon.

36. A confirmation message displays.  Click the OK button.

37. The confirmation message disappears.  The new Role disappears. Click the Save button.

38. Close your HCM window.  Sign Out of the Gateway.
39. Module complete.

1. The SVX ctcLink Gateway page displays.
2. Let's see if we can inspect Roles and Permission Lists in a Pillar.  Click the FSCM link.

3. The FSCM Homepage displays.
4. Click the NavBar icon in the upper-right of the page.

5. The NavBar tray unfurls.
6. Click the Navigator icon.

7. The Navigator menu displays.
8. Click the PeopleTools menu item.  You might have to scroll down to find it.

9. The PeopleTools menu displays.
10. Click the Security menu item.

11. The Security menu displays.  We should see a menu item labeled "Permissions & Roles", but we don't.  Why?
12. Click the Back to Root icon.

13. The Navigator root menu displays.
14. Let's do something that we'll learn much more about in Module 6 of our PeopleSoft Security Administration course.  Let's ask PeopleSoft "why can't I navigate to a particular page?".  Click the Reporting Tools menu item.  You might have to scroll down to find it.

15. The Reporting Tools menu displays.
16. Click the Query menu item.

17. The Query menu displays.
18. Click the Query Viewer menu item.

19. The Query Viewer search page displays.  Query Viewer is kind of like DataExpress/DataX, in that it allows us to run reports.  There are billions of different query reports in ctcLink.
20. In the begins with textbox, type "qfs_sec_role_navigation_access".  It's not case-sensitive.
21. Click the Search button.

22. The Search Results section populates.  As Local Security Administrators, we're gonna run this query darn near every day, so let's bookmark it.  Click Favorite.

23. The My Favorite Queries section populates.  We'll never again have to type "qfs_sec_role_navigation_access" to locate this very handy query.
24. We've searched for and found the query; we've bookmarked it; now let's run it.  Recall the question we're trying to answer: "why can't we see the Permission & Roles>Roles menu item in PeopleTools?".  Click HTML.

25. The QFS_SEC_ROLE_NAVIGATION_ACCESS query opens in a new window.  In the Navigation like (%EXPENSES%) textbox, type "%PERMISSIONS & ROLES>ROLES".  It's case-sensitive.
26. In the Role Name like % textbox, type "Z%".  It's case-sensitive.
27. Click the View Results button.

28. The Results section of the page populates.  Note that the column labeled Role Name says "ZZ Security Administration".  We must have that Role in order to navigate to Permission & Roles>Roles in PeopleTools.  Recall from Module 1 Exercise 4 that we do not have the ZZ Security Administration Role.
29. Note that the column labeled Local Security Grant Role is blank.  That means that we, as Local Security Administrators, can't grant that Role to ourselves or anyone else; only SBCTC can do that.
30. Close the QFS_SEC_ROLE_NAVIGATION_ACCESS window.

31. Close the FSCM Query Viewer window.

32. The ctclink Gateway page displays.

1. The ctcLink Gateway page displays.
2. Click the Delete Challenge Questions link.

3. The Delete Challenge Questions search page displays.
4. Enter User ID.
5. Click the Search button.

6. The verification page displays.
7. Click the I have verified the identity of this user button.

8. The confirmation page displays.
9. Click the Yes button.

10. A status message window displays.
11. Click the OK button.

12. The status message window disappears.
13. Click the Return to Search button.

14. The Delete Challenge Questions search page displays.
15. Just to confirm that the deletion took, re-enter the original User ID, then click the Search button.

16. The "No matching values were found" message displays, which is a good thing.
17. To log out of SVL, click the Sign Out link.

1. The ctcLink Gateway page displays.  Note the navigation tiles on the left side of the page.  For me, they're Canvas, Student Homepage, CS Staff Homepage, HCM Self-Service, Financials Self-Service, and Delete Challenge Questions.  Yours may differ.
2. Let's open up the CS Pillar.  Click the CS link at the top of the page.

3. The CS Pillar homepage displays.  Let's navigate to NavBar > Navigator > Curriculum Management > Instructor/Advisor Information > Instructor Advisor Table
4. I don't have that navigation path available to me!  Let's see if I'm missing a Role.

5. Let's run our "which Role do I need to navigate to a particular page?" query.  Click the Reporting Tools menu item.

6. The Reporting Tools menu displays.
7. Click the Query menu item.

8. The Query menu displays.
9. Click the Query Viewer menu item.

10. The Query Viewer search page displays.
11. If you've not previously bookmarked the query, do so thusly:
    1. in the begins with textbox, enter "QCS_SEC_ROLE_NAVIGATION_ACCESS".  It's not case-sensitive.
    2. click the Search button.
    3. in the Search Results section, click Favorite.

12. We've found and bookmarked the query.  Now, let's run it.  Click HTML.

13. The QCS_SEC_ROLE_NAVIGATION_ACCESS query displays in a new window.
14. In the Navigation like (%ADMIT%) textbox, type "%INSTRUCTOR/ADVISOR TABLE%".  It's case-sensitive.
15. In the Role Name like % texbox, type "Z%".  It's case-sensitive.
16. Click the View Results button.

17. The results section of the page displays.  We're looking in the Role Name column for a ZZ or ZC Role, so we can add/update the Instructor/Advisor Table.  We're looking in the Local Security Grant Role column for a ZZ Local Security Admin value, so that we can assign the Role to ourselves.
18. Row 11 fits the bill, as do several others.  Jot down "ZZ CM Local Configuration".
19. Close the QCS_SEC_ROLE_NAVIGATION_ACCESS window.

20. Next, we'll assign ourselves the ZZ CM Local Configuration Role.  Navigate to NavBar> Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
21. The Distributed User Profile search page displays.
22. Enter your login User ID.
23. Click the Search button.

24. The General tab displays.
25. Click the User Roles tab.

26. The User Roles tab displays.  I currently have 12 Roles.
27. Click any of the Add a New Row [+] icons.

28. A new, blank row displays.
29. In the Role Name textbox, type "ZZ CM Local Configuration".  It's case-sensitive.
30. Click the Save button.

31. Now I've got 13 Roles.
32. I happen to know that the Instructor/Advisor Table is keyed by EmplID, not ctcLink login ID.  Let's look up our EmplID.  Click the ID tab.

33. The ID tab displays.  Jot down your Attribute Value.

34. Now can we add ourselves to the Instructor/Advisor Table?  Navigate to NavBar > Navigator > Curriculum Management > Instructor/Advisor Information > Instructor Advisor Table.
35. The navigation path still doesn't exist!  What gives?  Oh yeah, I recall from the 9.2 PeopleSoft Fundamentals Canvas course that we must clear browser cache after changing our Distributed User Profile.

36. Close your CS window.
37. Sign Out from SVX or SVL.
38. Clear your browser cache.
39. Log in to SVX or SVL.
40. Open your CS window.
41. Navigate to NavBar > Navigator > Curriculum Management > Instructor/Advisor Information > Instructor Advisor Table.

42. At last, the Instructor/Advisor Table search page displays!
43. Enter your ID.  Recall that this is not your ctcLink login User ID; rather, it's the Attribute Value from your Distributed User Profiles ID tab.
44. Click the Search button.

45. The Instructor/Advisor Table page displays.  Now, be forewarned that I'm going to spring yet another 'gotcha' in a minute; we'll sell it as a 'learning experience', yes?
46. Click the Instructor Type dropdown.
47. Click Instructor.
48. We shall make ourselves both an Instructor and an Advisor.  Click the Advisor checkbox.

49. Click the Primary Acad Org spyglass.

50. The Look Up Primary Acad Org popup displays.
51. Click the Academic Organization of your choice.

52. The Look Up Primary Acad Org popup disappears.  The Primary Acad Org populates.
53. Now here comes the 'gotcha'.  Click the Save button.

54. The "You are not allowed to update your own data" message box screeches.  I guess it makes sense that there are some functions within PeopleSoft that we can't perform on ourselves, like giving ourselves pay raises and 4.0 GPAs and such.  This is one of them.
55. Click the OK button.  We'll pretend that we assigned ourselves both the Instructor and the Advisor data conditions.

56. The "You are not allowed..." message box disappears.
57. Click the Return to Search button.

58. The "Do you want to save your changes?" message box displays.
59. Click, sadly, the No button.

60. The "Do you want to save your changes?" message box disappears.
61. The Instructor/Advisor Table search page displays.  Remember, we're pretending that we successfully made ourselves both an Instructor and an Advisor!

62. Close your CS Pillar window.

1. The ctcLink Gateway page displays.  Note the navigation tiles on the left side of the page.  For me, they're Canvas, Student Homepage, CS Staff Homepage, HCM Self-Service, Financials Self-Service, and Delete Challenge Questions.  Yours may differ.
2. Let's open up the CS Pillar.  Click the CS link at the top of the page.

3. The CS Pillar homepage displays.  Navigate to NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
4. The Distributed User Profiles search page displays.
5. Enter your SVX or SVL logon User ID.
6. Click the Search button.

7. The General tab displays.
8. Click the User Roles tab.

9. The User Roles tab displays.  Right now, I have 13 Roles.
10. Click any of the Add a New Row [+] icons.

11. A new, blank row displays.
12. In the Role Name textbox, enter "ZZ SS Faculty".  It's case-sensitive.
13. Click the Save button.

14. We've altered our Distributed User Profile, so we must log out, clear cache, and log back in again.  Close your CS Pillar window.
15. Sign Out of the SVX or SVL Gateway.
16. Clear your browser cache.
17. Log in to SVX or SVL.
18. The ctcLink Gateway page displays.  Well, looky here!  The Faculty Center has been added to our collection of navigation tiles!
19. Click the Faculty Center tile.

20. The Faculty Center page displays in a new window.  Yay!

21. Close your Faculty Center window.

1. The ctcLink Gateway page displays.  Note the navigation tiles on the left side of the page.  For me, they're Canvas, Student Homepage, Student Services Center, Faculty Center, CS Staff Homepage, HCM Self-Service, Financials Self-Service, and Delete Challenge Questions.  Yours may differ.
2. Let's open up the CS Pillar.  Click the CS link at the top of the page.

3. The CS Pillar homepage displays.  Navigate to NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
4. The Distributed User Profiles search page displays.
5. Enter your SVX or SVL logon User ID.
6. Click the Search button.

7. The General tab displays.
8. Click the User Roles tab.

9. The User Roles tab displays.  Right now, I have 14 Roles.
10. Click any of the Add a New Row [+] icons.

11. A new, blank row displays.
12. In the Role Name textbox, enter "ZZ SS Advisor".  It's case-sensitive.
13. Click the Save button.

14. We've altered our Distributed User Profile, so we must log out, clear cache, and log back in again.  Close your CS Pillar window.
15. Sign Out of the SVX or SVL Gateway.
16. Clear your browser cache.
17. Log in to SVX or SVL.
18. The ctcLink Gateway page displays.  Well, looky here!  The Advisor Homepage has been added to our collection of navigation tiles!
19. Click the Advisor Homepage tile.

20. The Advisor Homepage displays in a new window.  Yay!

21. Close your Advisor Homepage window.
22. Sign Out of SVX or SVL.

1. The CS homepage displays.
2. Click the NavBar icon in the upper-right corner of the page.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Set Up SACR menu item.

7. The Set Up SACR menu displays.
8. Select the Security menu item.

9. The Security menu displays.
10. Select the Secure Student Administration menu item.

11. The Secure Student Administration menu item displays.
12. Select the User ID menu item.

13. The User ID menu displays.
14. Select the Academic Institution Security menu item.

15. The Academic Institution Security search page displays.
16. Enter your ctcLink User ID.
17. Click the Search button.

18. The Academic Institution Security page displays.
19. Click the spyglass to display a list of institutions.

20. The Look Up Academic Institution window displays.
21. Click your Academic Institution.

22. The Look Up Academic Institution window disappears.
23. The Academic Institution field populates with your institution.
24. Click the Save button.

25. Click the NavBar icon in the upper-right part of the page.

26. The NavBar tray unfurls.  Click the Navigator icon.
27. Mercifully, PeopleSoft remembers where we were in the Navigator menu structure, so we don't have to work our way from the root to where we want to be.  Click the Institution/Campus Security menu item.

28. The Institution/Campus search page displays.
29. If your User ID field is not auto-populated, enter your User ID - the same one you entered in the Academic Institution Security search page above.
30. Click the Search button.

31. The Institution/Campus Security page displays.  Notice that your Academic Institution displays.
32. Click the Campus spyglass.

33. The Look Up Campus search page displays.
34. Click your Campus.

35. The Look Up Campus search page disappears.
36. Campus is populated with your campus.
37. Click the Save button.

38. Click the NavBar icon in the upper-right of the page.

39. The NavBar tray unfurls.  Click the Navigator icon.
40. Mercifully, PeopleSoft remembers where we were in the Navigator menu structure, so we don't have to work our way from the root to where we want to be.  Click the Institution/Career Security menu item.

41. The Institution/Career Security page displays, bypassing its Search page entirely.
42. Click the Academic Career spyglass.

43. The Look Up Academic Career search page displays.
44. It's likely that your institution offers both Continuing Ed and Undergrad careers.  Mine does, so I'll add each of them to my SACR security.  Click CNED.

45. The Look Up Academic Career search page displays.  The Academic Career field populates.
46. Now let's add that second Career.  Click the Add a New Row [+] icon.

47. A new, blank row displays.
48. Click the new, blank row's spyglass.

49. The Look Up Academic Career search page displays.
50. Click UGRD.

51. The Look Up Academic Career search page disappears.
52. The new, blank row's Academic Career populates.
53. Click the Save button.

54. Click the NavBar icon in the upper-right of the page.

55. The NavBar tray unfurls.  Click the Navigator icon.
56. Mercifully, PeopleSoft remembers where we were in the Navigator menu structure, so we don't have to work our way from the root to where we want to be.  Click the Academic Org Security menu item.

57. The Academic Org Security page displays, bypassing its Search page entirely.
58. Click the Acad Org spyglass.

59. The Look Up Acad Org search page displays.  I get access to each and every Academic Organization at my institution, so I'll search for the umbrella Acad Org value so I don't have to enter each and every Acad Org.
60. Enter the three-digit code for your college in the "begin with" box.
61. Click the Look Up button.

62. Values for your institution display.  The umbrella, all-inclusive value takes the form "nnnAAAAAAAA", where nnn is your three-digit institution code, and AAAAAAA in the name of your institution.  Example:  140CLARK
63. Scroll until you locate your umbrella value.

64. Click the umbrella value.

65. The Look Up Acad Org search page disappears.
66. The Acad Org value populates.  Click the Save button.

67. All done!  Return to your CS homepage.

1. The CS homepage displays.
2. Click the NavBar icon in the upper-right corner of the page.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Set Up SACR menu item.

7. The Set Up SACR menu displays.
8. Select the Security menu item.

9. The Security menu displays.
10. Select the Secure Student Administration menu item.

11. The Secure Student Administration menu item displays.
12. Select the User ID menu item.

13. The User ID menu displays.
14. Select the Academic Program Security menu item.

15. The Academic Program Security search page displays.
16. Enter your User ID.  You can type it in or spyglass it.
17. Enter your Academic Institution.  You can type it in or spyglass it.
18. Enter your Academic Career.  You can type it in or spyglass it.
19. Click the Search button.

20. The Academic Program Security page displays.
21. To award security to specific Academic Programs, click the spyglass.  To award security to all Academic Programs, click the All Access button.

22. I gave myself All Access.
23. Click the Save button.

24. Click the NavBar icon in the upper-right of the page.

25. The NavBar tray unfurls.  Click the Navigator icon.
26. Mercifully, PeopleSoft remembers where we were in the Navigator menu structure, so we don't have to work our way from the root to where we want to be.  Click the Academic Plan Security menu item.

27. The Academic Plan page displays.  The Academic Plan Search page is bypassed entirely.
28. Again, you can use the spyglass to select individual Academic Plan(s), or click the All Access button to award, well, access to all academic plans.

29. I chose the All Access button.
30. Click the Save button.

31. All done!  Return to your CS homepage.

1. The CS homepage displays.
2. Click the NavBar icon in the upper-right corner of the page.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Set Up SACR menu item.

7. The Set Up SACR menu displays.
8. Select the Security menu item.

9. The Security menu displays.
10. Select the Secure Student Administration menu item.

11. The Secure Student Administration menu item displays.
12. Select the User ID menu item.

13. The User ID menu displays.
14. Select the Service Indicator Security menu item.  You might have to scroll down to find it.

15. The Service Indicator Security search page displays.
16. Enter your User ID.
17. Click the Search button.

18. The Service Indicator Security page displays.
19. Let's grant ourselves two Service Indicators.  Click the Service Indicator Code spyglass.

20. The Look Up Service Indicator Code search page displays.
21. Click a Service Indicator Cd of your choosing.  

22. The Look Up Service Indicator Code search page disappears.  The Service Indicator Code value populates.
23. Why will we be assigning this Service Indicator to a student?  Click the Reason spyglass.

24. The Look Up Reason search page displays.
25. Click a Service Ind Reason Code of your choice.

26. The Look Up Reason search page disappears.  The Reason value populates.
27. Can I place this Service Indicator on a student's record?  Click the Placement checkbox.
28. Once placed, by me or someone else, can I release this Service Indicator from a student's record?  Click the Release checkbox.
29. Click the Save button.

30. Let's grant ourselves security to place/release a second Service Indicator.  Click the Add a New Row [+] icon.

31. A new, blank row displays.
32. Click the Service Indicator spyglass and select a Service Indicator Code.
33. Click the Reason spyglass and select a Reason code.
34. Click the Placement and Release checkboxes.  Your page will look something like this...

35. Everything look ok?  Click the Save button.

36. All done!  Close your CS window.  Log out of SVX or SVL.  Accept my congratulations.

1. The CS homepage displays.
2. Click the NavBar icon in the upper-right corner of the page.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Reporting Tools menu item.  You might have to scroll to find it.

7. The Report Tools menu displays.
8. Click the Query menu item.

9. The Query menu displays.
10. Click the Query Viewer menu item.

11. The Query Viewer search page displays.
12. In the begins with textbox, enter "%sec_role_nav".  It's not case-sensitive.
13. Click the Search button.

14. The Search Results section of the page populates.  We're hunting for Query Name = "QCS_SEC_ROLE_NAVIGATION_ACCESS".
15. We're going to use this query nearly every day for the rest of our lives, so let's bookmark it.  Click Favorite in the far-right cell.

16. The My Favorite Queries section of the page displays.  Next, let's run the query.
17. Click HTML.

18. The QCS_SEC_ROLE_NAVIGATION_ACCESS query parameters page displays in a new window.
19. Let's look up three different pages we're going to need for the next few exercises. In the Navigation like (%ADMIT) textbox, enter "%VALID CASHIERS%".  It's case-sensitive.
20. In the Role Name like % textbox, enter "Z%".  It's case-sensitive.
21. Click the View Results button.

22. We'll study this query's columns in another exercise.  For now, make note of the fourth row, fifth column, whose cell reads "ZC SF SACR Local Configuration".  We'll need to assign that Role to ourselves in a bit.

23. Now let's look up our next page.  In the Navigation like (%ADMIT%) textbox, enter "%OPEN OFFICES%".  It's case sensitive.
24. Click the View Results button.
25. We'll study this query's columns in another exercise.  For now, make note of the second row, fifth column, whose cell reads "ZZ SF Head Cashier".  We'll need to assign that Role to ourselves in a bit.

26. One more page to look up.  In the Navigation like (%ADMIT%) textbox, enter "%VIEW CUSTOMER ACCOUNTS%".  It's case sensitive.
27. Click the View Results button.
28. We'll study this query's columns in another exercise.  For now, make note of the third row, fifth column, whose cell reads "ZD SF Customer Accounts".  We'll need to assign that Role to ourselves in a bit.

29. How many "Z" Roles do you think there are in ctcLink?  Let's find out.  In the Navigation like (%ADMIT%) textbox, type "%".
30. Click the View Results button.  I got 9,748 Roles!

31. That's a lot of Roles!  Let's dump them down to Excel, just so we know how.  Click Excel Spreadsheet.

32. The browser's Open/Save dialog box displays.  You know what to do from here to open/save the search results to Excel, yes?

33. All done!  Return to your CS homepage.

1. The CS Pillar homepage displays.
2. Click the NavBar icon in the upper-right corner.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Set Up SACR menu item.

7. The Set Up SACR menu displays.
8. Click the Security menu item.

9. The Security menu displays.
10. Click the Secure Student Financials menu item.

11. The Secure Student Financials menu displays.
12. Click the User ID menu item.

13. The User ID menu displays.
14. Click the Business Unit menu item.

15. The Business Unit search page displays.
16. Enter your ctcLink User ID.  It's not case-sensitive.
17. Click the Search button.

18. The Business Unit page displays.
19. Click the Business Unit spyglass.

20. The Look Up Business Unit window displays.
21. Click your Business Unit.

22. The Look Up Business Unit window disappears.  The Business Unit value populates.
23. Click the Cashier's Office spyglass.

24. The Look Up Cashier's Office window displays.
25. Click an appropriate Cashier's Office.

26. The Look Up Cashier's Office window disappears.  The Cashier's Office populates.
27. Click the Save button.

28. A warning message box displays.  We'll learn about it later.  For now, click the OK button.

29. We're done with Business Unit.  Now on to our second SF SACR item:  Institution Set.  Click the NavBar icon.

30. The NavBar tray unfurls.
31. Click the Navigator icon.

32. The Navigator menu displays.
33. Click the Institution Set menu item.

34. The Institution Set page displays, bypassing its search page.
35. Click the Institution Set spyglass.

36. The Look Up Institution Set window displays.
37. Click your Institution Set.

38. The Look Up Institution Set window disappears.  The Institution Set populates.
39. Click the Save button.

40. There's that Security Change message box again.  Click the OK button.

41. Two down, two to go.  Let's try Origin next.  Click the NavBar icon.

42. The NavBar tray unfurls.
43. Click the Navigator icon.

44. The Navigator menu displays.
45. Click the Origin IDs menu item.

46. The Origin search page displays.
47. Enter your Business Unit and User ID.
48. Click the Search button.

49. "No matching values were found"?  Oh yeah, we're adding our SACR Origin IDs, meaning they don't exist yet, so cannot be found via search.  Click the Add a New Value tab.

50. The Add a New Value page displays.  It drags along our Business Unit and User ID.
51. Click the Add button.

52. The Origin page displays,
53. Click the Origin ID spyglass.

54. The Look Up Origin ID window displays.
55. Click an appropriate Origin ID.

56. The Look Up Origin ID window disappears.  The Origin ID populates.
57. Click the Save button.

58. As we've come to expect, the Security Change message box displays.  Click the OK button.

59. Now for our final SF SACR item:  SetID.  Click the NavBar icon.

60. The NavBar tray unfurls.
61. Click the Navigator icon.

62. The Navigator menu displays.
63. Click the SetID menu item.

64. The SetID page displays, bypassing its search page.
65. Click the SetID spyglass.

66. The Look Up SetID window displays.
67. Click your SetID.  You might have to scroll to find it.

68. The Look Up SetID window disappears.  The SetID populates.
69. Click the Save button.

70. The pesky Security Change message box displays.  Click the OK button.

71. All done!  Return to your CS homepage.

1. The CS Pillar homepage displays.
2. Click the NavBar icon in the upper-right corner.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.
6. Click the Set Up SACR menu item.

7. The Set Up SACR menu displays.
8. Click the User Defaults menu item.

9. The User Defaults 1 tab of the User Defaults page displays.  Notice that there is no search page, and that the User Defaults page automatically fetches your ctcLink logon User ID?  This group of SACR settings is for each CS staff member, including Student Financials and Financial Aid staff, to set for herself.
10. Click the Academic Institution spyglass.

11. The Look Up Academic Institution window displays.
12. Click your Academic Institution.

13. The Look Up Academic Institution window disappears.  The Academic Institution, Career Group SetID and Facility Group SetID populate.
14. Click the Save button.

15. That's it for the User Defaults 1 tab.  Click the User Defaults 2 tab.

16. The User Defaults 2 tab displays.
17. Click the SetID spyglass.

18. The Look Up SetID window displays.
19. Click your SetID.

20. The Look Up SetID window disappears.  The SetID populates.
21. Click the Aid Year spyglass.

22. The Look Up Aid Year window displays.
23. Click the appropriate Aid Year.

24. The Look Up Aid Year window disappears.  The Aid Year populates.
25. Click the Business Unit spyglass.

26. The Look Up Business Unit window displays.
27. Click your Business Unit.

28. The Look Up Business Unit window disappears.  The Business Unit populates.
29. Click the Institution Set spyglass.

30. The Look Up Institution Set window displays.
31. Click your Institution Set.

32. The Look Up Institution Set window disappears.  The Institution Set populates.
33. Click the Save button.

34. We've got no business in the User Defaults 3 tab, so click the User Defaults 4 tab.

35. The User Defaults 4 tab displays.
36. Click the Carry ID checkbox until it has a checkmark in it.  Don't leave it empty.
37. Click the Save button.

38. We have no business in the Enrollment Override Defaults tab, so click the Communication Speed Keys tab.

39. The Communication Speed Keys tab displays.
40. Select the Academic Institution spyglass.

41. The Look Up Academic Institution window displays.
42. Click your Academic Institution.

43. The Look Up Academic Institution window disappears.  The Academic Institution populates.
44. Click the Administrative Function spyglass.

45. The Look Up Administrative Function window displays.
46. Click FINA (DG5) or GEN (DG6).

47. The Look Up Administrative Function window disappears.  The Administrative Function populates.
48. Click the Communication Key spyglass.

49. The Look Up Communication Speed Key window displays.
50. Select an appropriate Communication Speed Key. If no Communication Speed Keys display, click the Cancel button.  We'll delve into this at the end of this exercise (for EXTRA CREDIT!).

51. The Look Up Communication Speed Key window disappears.  If you clicked a Communication Speed Key, the Communication Key populates.
52. Click the Save button.

53. All done!  Return to your CS homepage.

1. The CS Pillar homepage displays.
2. Click the NavBar icon in the upper-right of the page.

3. The NavBar tray unfurls.
4. Click the Navigator icon.

5. The Navigator menu displays.  The navigation path we're looking for is

Student Financials > View Customer Accounts

6. Click the Student Financials menu item.

7. The Student Financials menu displays.  We should see View Customer Accounts as a menu item.  We don't.  Let's check our Roles to see if we have ZD SF Customer Accounts.
8. Click the Back to Root icon.

9. The Navigator root menu displays.
10. Click the PeopleTools menu item.  You might have to scroll to find it.

11. The PeopleTools menu displays.
12. Click the Security menu item.

13. The Security menu displays.
14. Click the User Profiles menu item.

15. The User Profiles menu displays.
16. Click the Distributed User Profiles menu item.

17. The Distributed User Profiles search page displays.
18. Enter your ctcLink User ID.
19. Click the Search button.

20. The General tab displays.
21. Click the User Roles tab.

22. The User Roles tab displays.  I don't see the ZD SF Customer Accounts Role; I'm betting that you don't either.  Let's assign it to ourselves.
23. Click any of the Add a New Row [+] icons.

24. A new, blank row displays.
25. Click the new, blank row's Role Name spyglass.

26. The Look Up Role Name window displays.
27. In the begin with textbox, enter "ZD SF Cust".
28. Click the Search button.

29. The Search Results display.
30. Click ZD SF Customer Accounts.

31. The Look Up Role Name window disappears.  The Role Name populates.
32. Click the Save button.

33. Depending on how you've spoofed your EmplID in the ID tab, you might get a Warning message box.  If you do, click the OK button.

34. Now let's search for NavBar > Navigator > Student Financials > View Customer Accounts again.
35. Still not there.  Ah yes, we recall from our 9.2 PeopleSoft Fundamentals Canvas course that changes to a User Profile, like adding a new Role, require that we clear browser cache.

36. Close your CS window.
37. Log off gracefully from the Gateway page.
38. Clear your browser's cache.
39. Log on to SVX or SVL.
40. Open a CS Pillar window.
41. The CS Pillar homepage displays.  Hey, mine has a Student Financials tile on it now!
42. Click the NavBar icon.

43. The NavBar tray unfurls.
44. Click the Navigator icon.

45. The Navigator menu displays.
46. Click the Student Financials menu item.

47. The Student Financials menu displays.
48. It's here!  It's here!  Click the View Customer Accounts menu item!

49. The View Customer Accounts search page displays.
50. Enter/search/spyglass your Business Unit.
51. Enter/search/spyglass one of your college's student IDs.
52. Click the Search button.

53. The Customer Accounts page displays!  Feel free to poke around, if you wish.  Or not.  We've achieved the goal of this exercise.

54. All done!  Return to your CS homepage.

1. In the CS Pillar, use the Distributed User Profiles page to assign yourself the ZC SF SACR Local Configuration Role
2. In the CS Pillar, use the Distributed User Profiles page to assign yourself the ZZ SF Head Cashier Role.
3. Close your CS Pillar window.
4. Log out of SVX or SVL.
5. Clear browser cache.
6. Log in to SVX or SVL.
7. Open your CS Pillar window.
8. Follow the steps in 9.2 Add a New Cashier and Assign to a Valid Tender to set yourself up as a cashier at your college.  Please read the note below before you begin the QRG!

10. All done.  Close your CS Pillar window.  Log out of SVX or SVL gracefully.

1. First, let's verify that we have the ZZ PeopleSoft User role.  Navigate to NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
2. The Distributed User Profile search page displays.
3. Enter your ctcLink User ID.
4. Click the Search button.

5. The General tab displays.
6. Click the User Roles tab.

7. The User Roles tab displays.
8. Looks like I've got the ZZ PeopleSoft User role.  Do you?

9. Now let's assign our Overall Preferences.  Navigate to NavBar > Navigator > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences.
10. The User Preferences search page displays.
11. Enter your ctcLink User ID.
12. Click the Search button.

13. The User Preferences page displays.
14. Click Overall Preference.

15. The Overall Preferences tab displays.
16. Click the Business Unit spyglass.

17. The Look Up Business Unit popup displays.
18. Click your college's Business Unit.

19. The Look Up Business Unit popup disappears.  The Business Unit populates.
20. The SetID populates as well, but with the wrong value.  Click the SetID spyglass.

21. The Look Up SetID popup displays.
22. Click WACTC.  No other value will do.

23. The Look Up SetID popup disappears.  The SetID populates.
24. Click the Alternate Character Enabled checkbox.  Checking this box activates alternate description buttons or links, which appear to the right of fields on many of the application pages.  Click the button or link to enter or display alternate characters on the auxiliary page that appears. Not required for every employee, but recommended for administrative staff working in the finance pillar.
25. Click the Display Debit/Credit Amounts in Subsystems checkbox.  Checking this box displays debit and credit amounts of the default business unit on journal entry and inquiry pages. A subsystem is any PeopleSoft application, such as Payables or Receivables, that contributes entries to PeopleSoft General Ledger. Not required for every employee, but recommended for administrative staff working in the finance pillar.
26. Click the Save button.

27. And that's that for your Overall Preferences.  Click the PeopleSoft Home icon.

1. First, let's verify that we have the ZZ Payment Creation role.  Navigate to NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
2. The Distributed User Profile search page displays.
3. Enter your ctcLink User ID.
4. Click the Search button.

5. The General tab displays.  If you've not done so, update your Symbolic ID thusly:
   1. Click the Symbolic ID dropdown.
   2. Click SYSADM1.
   3. Click the Save button.
6. Click the User Roles tab.

7. The User Roles tab displays.  I don't have the ZZ Payment Creation role.  I'll assign it to myself; if you don't have it either, please assign it to yourself thusly:
   1. Click any of the Add a New Row [+] icons.
   2. In the new, blank row's Role Name field, type "ZZ Payment Creation".  It's case-sensitive.
   3. Click the Save button.

8. Now that we've got the Role, let's set our Product Preference - Paycycle security.  Navigate to NavBar > Navigator > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences.
9. The User Preferences search page displays.
10. Enter your ctcLink User ID.
11. Click the Search button.

12. The User Preferences page displays.
13. Click Paycycle.

14. The Paycycle tab displays.
15. Enter Server File Destination, in the format of

/FSOUT/I-506_PositivePay/WAnnn/BofA/Data/

16. You'll substitute your college code in place of nnn, yes?
17. Click the Server spyglass.

18. The Look Up Server popup displays.
19. Click PSUNX.  No other value will do.

20. The Look Up Server popup disappears.  The Server populates.
21. Enter the Email ID of the person who'll receive payment error notifications.
22. Click the Save button.

23. And that's that for your Product Preference - Paycycle security.  Click the PeopleSoft Home icon.

1. First, let's verify that we have the ZZ Payment Processing role.  Navigate to NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
2. The Distributed User Profile search page displays.
3. Enter your ctcLink User ID.
4. Click the Search button.

5. The General tab displays.
6. Click the User Roles tab.

7. The User Roles tab displays.  I don't have the ZZ Payment Processing role, so I'll add it.  You do the same, if need be.

8. Now for the ZZ Payment Processing Process Group security.  Navigate to NavBar > Navigator > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences.
9. The User Preferences search page displays.
10. Enter your ctcLink User ID.
11. Click the Search button.

12. The User Preferences page displays.
13. Click Process Group.

14. The Process Group page displays.
15. If it's not already checked, check the Allow Processing checkbox.
16. Click the Source Transaction spyglass.

17. The Look Up Source Transaction popup displays.
18. Click PYMNCNCL.  You might have to scroll to find it.

19. The Look Up Source Transaction popup disappears.  The Source Transaction populates.
20. We need to assign five Process Group rows to this Source Transaction.  Click the Process Group Add a New Row [+] icon four times.

21. Now we have five blank Process Group rows.  Let's fill 'em up.
22. Click the first row's spyglass.

23. The Look Up Process Group popup displays.
24. Click PAYPOSTGL.

25. The Look Up Process Group popup disappears.  The Process Group populates.

26. Repeat steps 22, 23, 24 and 25 for each of the remaining four empty Process Group rows.  In step 24, assign the next of these four values from the Look Up Process Group popup:
    1. PAYVCHRJG
    2. PAYVCHRPST
    3. PYCNCLPOST
    4. PYMNTPOST
27. It ought to look something like this:

28. Click the Save button.

29. And that's that for your Payment Processing Process Group security.  Click the PeopleSoft Home icon.

1. Navigate to NavBar > Navigator > Set Up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences.
2. The User Preferences search page displays.
3. Enter your ctcLink User ID.
4. Click the Search button.

5. The User Preferences page displays.
6. What we're looking at here is the block of 25 Product Preference links.  I'm recommending that you click each one, in turn, just to see what's inside.
7. Let's click the first one - Asset Management.

8. The Asset Management - User Preferences page displays.
9. Feel free to poke around.  When you're done, click the User Preferences tab.

10. The User Preferences page displays.
11. Continue clicking your way through each of the 25 Product Preference links.
12. When you get to Procurement, you'll notice that the landscape changes.  Now there are ten links at the bottom of the Procurement page, each of which opens up another page!  Click and examine each of them.  Feel free to refer to Define User Preferences in FSCM for some guidance.

13. After you've clicked and examined everything, close your FSCM browser window.  Sign off of your Gateway/Portal window.

1. The CS homepage displays.
2. Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
3. Enter your ctcLink login User ID.
4. Click the Search button.

5. The General tab displays.
6. Click the User Roles tab.

7. The User Roles tab displays.
8. I already have the ZD_DS_QUERY_VIEWER Role, but not the ZD_DS_QRY_SECURITY_TABLES Role, so I'll add it thusly:
   1. Click the Add a New Row [+] icon
   2. In the new, blank row, enter Role Name = "ZD_DS_QRY_SECURITY_TABLES".
   3. Click the Save button.

9. We've just updated a Distributed User Profile.  We know what comes next:
   1. Close your CS window.
   2. Sign Out from SVX or SVL.
   3. Clear browser cache.
   4. Log In to SVX or SVL.
   5. Open your CS window.

1. The ctcLink Gateway page displays.
2. Let's see what our current email address is in each of the three pillars.  Click the HCM link.

3. The HCM homepage displays in a new window.  The Gateway window no longer has the focus, but still exists.

4. Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
5. The Distributed User Profile search page displays.
6. Enter your ctcLink login User ID.
7. Click the Search button.

8. The General tab displays.
9. Click Edit Email Addresses.

10. The Email Addresses popup displays.  Mine has no email addresses.
11. Click the Cancel button.

12. The Email Addresses popup disappears.  The General tab displays.  We know we're looking at HCM because of these two characters in the browser's URL.

13. So our HCM email address is blank.  Let's check out FSCM next.  Leaving your HCM window open, return to your Gateway window.
14. The Gateway window displays.  The HCM window still exists.
15. Click the FSCM link.

16. The FSCM homepage displays in a new window.  The Gateway and HCM windows still exist.
17. Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
18. The Distributed User Profile search page displays.
19. Enter your ctcLink login User ID.
20. Click the Search button.

21. The General tab displays.
22. Click Edit Email Addresses.

23. The Email Addresses popup displays.  Mine has no email addresses.
24. Click the Cancel button.

25. The Email Addresses popup disappears.  The General tab displays.  We know we're looking at FSCM because of these two characters in the browser's URL.

26. So both our HCM and FSCM email addresses are blank.  Let's check out CS next.  Leaving your HCM and FSCM windows open, return to your Gateway window.
27. The Gateway window displays.  The HCM and FSCM windows still exist.
28. Click the CS link.

29. The CS homepage displays in a new window.  The Gateway, HCM and FSCM windows still exist.
30. Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
31. The Distributed User Profile search page displays.
32. Enter your ctcLink login User ID.
33. Click the Search button.

34. The General tab displays.
35. Click Edit Email Addresses.

36. The Email Addresses popup displays.  Mine has no email addresses.
37. Click the Cancel button.

38. The Email Addresses popup disappears.  The General tab displays.  We know we're looking at CS because of these two characters in the browser's URL.

39. Now let's update our email address in HCM, then see if it propagates to FSCM and CS.  Toggle to your open HCM window, recalling to check the URL's two characters for "hc".
40. Click Edit Email Addresses.

41. The Email Addresses popup displays.
42. Click the Primary Email Account checkbox.
43. Select an Email Type from the dropdown.
44. Type an Email Address.
45. Click the OK button.

46. The Email Addresses popup disappears.
47. The General tab displays.
48. CLICK THE SAVE BUTTON, or all is lost!

49. Now toggle over to your open FSCM window.  Check those two URL characters for "fs".
50. The General tab displays.
51. Click Edit Email Addresses.

52. The Email Addresses popup displays, but what gives?  The email address is still blank!  Perhaps we need to refresh the page in some way...
53. Click the Cancel button.

54. The Email Addresses popup disappears.
55. The General tab displays.
56. Click the Return to Search button.

57. The Distributed User Profile search page displays.
58. Enter your ctcLink User ID.
59. Click the Search button.

60. The General tab displays.
61. Click Edit Email Addresses.

62. Hah!  The Email Addresses popup displays, with my updated email address!
63. Do the same thing over in your CS window, then close your HCM, FSCM and CS windows.  Leave your Gateway window logged in and open.

1. The ctcLink Gateway page displays.
2. Click the HCM link.

3. The HCM homepage displays.  Mine is titled Employee Self Service.
4. To see if other homepages are available, click the Employee Self Service dropdown.

5. Nope, Employee Self Service is our only homepage option.  Let's change that.  Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleTools > Security > User Profiles > Distributed User Profiles.
6. The Distributed User Profile search page displays.
7. Enter your ctcLink User ID.
8. Click the Search button.

9. The General tab displays.
10. Click the User Roles tab.

11. The User Roles tab displays.
12. Click the Add a New Row [+] icon.
13. Enter Role Name = "ZZ SS Workforce Administrator".  It's case-sensitive.
14. Click the Save button.

15. Because we've altered our Distributed User Profile, we must close our HCM window, sign out of the SVX or SVL ctcLink Gateway portal, clear browser cache, then sign back in to SVX or SVL.  Please do so.
16. The ctcLink Gateway page displays.
17. Click the HCM link.

18. The HCM homepage displays.  It's still says Employee Self Service.  Might there be another?
19. Click the Employee Self Service dropdown.

20. There is another homepage option!  Click Workforce Administrator.

21. The Workforce Administrator homepage displays.  Let's look inside its two tiles.
22. Click the HR Administration tile.

23. Now let's look inside that second tile.  Click the Workforce Administrator link.

24. The Workforce Administrator homepage displays.
25. Click the New Hire Tasks tile.

26. Close your HCM window.  Leave your ctcLink Gateway page open.

1. The ctcLink Gateway page displays.
2. Click the HCM link.

3. The HCM homepage displays.  Mine defaults to the Employee Self Service homepage.

4. Let's add our new Payroll Roles.  Navigate to the Distributed User Profile search page via NavBar > Navigator > PeopleSoft > Security > User Profiles > Distributed User Profiles.
5. Enter your ctcLink login User ID.
6. Click the Search button.

7. The General tab displays.
8. Click the User Roles tab.

9. The User Roles tab displays.
10. Click the Add a New Row [+] icon four times to create four empty rows.
11. Enter Role Name = "ZZ SS Payroll".  It's case-sensitive.
12. Enter Role Name = "ZZ Payroll Data Maintenance".  It's case-sensitive.
13. Enter Role Name = "ZD Payroll Inquiry".  It's case-sensitive.
14. Enter Role Name = "ZZ DRS Processing".  It's case-sensitive.
15. Click the Save button.

16. We've altered our Distributed User Profile, so we must close our HCM window, sign out of SVX or SVL, clear browser cache, log in to SVX or SVL, and open our HCM window.  Please do so.
17. The HCM homepage displays.
18. Click the Employee Self Service dropdown.

19. Click Workforce Administrator.

20. Zowie!  Before we added our new Payroll Roles, the Workforce Administrator homepage had only two Fluid tiles.  Look at it now!
21. Feel free to click the tiles, then to poke around the left-side menus of the Nav Collections.

22. Now let's run a query to see exactly which pages are exposed by our new Payroll Roles.  Navigate to Query Viewer via NavBar > Navigator > Reporting Tools > Query > Query Viewer.
23. The Query Viewer search page displays.
24. If you've already bookmarked the query QHC_SEC_ROLE_NAVIGATION_ACCESS in your My Favorite Queries section, like I have, simply click HTML.  If you haven't, then search for the query and click HTML to run it.

25. The QHC_SEC_ROLE_NAVIGATION_ACCESS query displays in a new window.
26. In Navigation Like (%PAYROLL%), enter "%", i.e., a single percent sign.
27. In Role Name like %, enter "ZZ SS Payroll".  It's case-sensitive.
28. Click the View Results button.

29. The Results section of the page displays.  Look like there are 48 navigation paths that are exposed by the ZZ SS Payroll Role.
30. Do the same thing for the remaining three Roles (ZZ Payroll Data Maintenance, ZD Payroll Inquiry and ZZ DRS Processing).  If you like, you can poke around the NavBar > Navigator to look at the pages, then compare them to the Fluid tile navigation version.  They're the same page, just a different navigation path.

31. Close the QHC_SEC_ROLE_NAVIGATION_ACCESS window.
32. Close the HCM window.
33. Sign out of SVX or SVL.