© 2009, Datatel, Inc. All Rights Reserved User Interface 4 Fundamentals.

© 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

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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.