ERC: Portal Favorites Advanced Options Quick Reference Guide

Transcription

1 When you have created Portal Favorites for frequently visited areas of the Employee Resource Center (ERC) there are additional preferences you can set. This QRG will provide you with several options for your Portal favorites. 1. Access the ERC Home page. 3. Select the Context Menu drop-down and click on Organize Entries. 2. Your Portal Favorites are displayed below the Detailed Navigation pane on the left, in alphabetical order. Each section of the Detailed Navigation pane can be minimized by clicking the Collapse Tray icon. 4. The Organize Entries screen displays a Favorites folder, your Portal Favorites and Modified date/time. For this example, click the Context Menu icon next to the Favorites folder. The icon name subsequently toggles to Expand Tray. Page 1 of 8

2 5. The drop-down displays the options New, Clipboard, and Details. Click the Favorites Folder option New arrow, then select Folder. 7. The New Folder Properties screen displays three tabs, each with its own set of options. The System tab contains the Hidden and Read-Only selections. For this example, name the new folder Paycheck Information and click the Read-Only check box. When finished, click the Save button. Note that you can also create an internal or External Link. 6. The Favorites New Folder screen opens. Click the Show Properties link. 8. The Organize Entries screen reopens with a note advising Folder has been created. The new folder is displayed below. Page 2 of 8

3 9. Click the Context Menu icon next to Compensation Info Center and select Details from the drop-down. 11. Click the Actions dropdown arrow and select Move from the list. Additional Actions options are available: Add to Portal Favorites, Send To, Lock, Edit Locally, Upload, Download, Copy, Rename, Clipboard, and Delete. 10. A new screen opens showing the Compensation Info Center Portal Favorite creation details and options, View, Actions, and Settings. The Settings option dropdown arrow contains: Properties, Permissions, Manual Ordering, Versioning, and Templates. Page 3 of 8

4 12. The Compensation Info Center Move screen opens. Select the Paycheck Information folder that was created in this exercise. Click OK. 14. Clicking closed returns you to your ERC Home page. The Portal Favorites pane shows the Paycheck Information folder and a toggle arrow. Click the arrow to view the Portal Favorites change. 15. Repeat steps 3-5 to create a new folder named Travel. Click Save. 13. The Organize Entries screen opens the Paycheck Information folder and displays the content, Compensation Info Center. Click Close. Page 4 of 8

5 16. Repeat steps 6-13 to move the two favorites shown in step 15 into the new Travel folder. When you return to the ERC Home Page, the Portal Favorites pane displays the new Travel folder which contains Create My Expense Report and Create Reports For Others favorites. 18. When you have selected Public Documents, a path is displayed: Entry Points > Public Documents. Click the Context Menu icon beside it and select Details. 17. Note from step 12 that there are several folders available for future Portal Favorites moves. Click each folder icon to view. For this example, click on Public Documents. 19. A new Public Documents screen is displayed and it contains links to Feedback and Reviews for your entry. Page 5 of 8

6 20. In addition to View, Actions, and Settings, This screen allows Collaboration. Click the Collaboration dropdown arrow to see additional options. ERC: Portal Favorites Advanced Options Quick Reference Guide The Collaboration screens are shown next. Page 6 of 8

7 21. To delete a Portal Favorite, click on the Context Menu icon as shown in Step 3 and select Organize Entries. 23. From the dropdown menu, select Delete. 22. Click the Context Menu icon next to the Portal Favorite that you want to delete. In this example we will focus on Index. 24. Click Yes to confirm the Deletion. Page 7 of 8

8 25. The Organize Entries screen displays with a note that the Index Portal Favorite has been deleted. Click the Close button. 27. A Portal Favorites folder can be deleted by following the same steps, 21 through 26. In the Organize Entries screen click the Context Menu icon next to the folder that you want to delete. For this example, we will delete the Paycheck Information Portal Favorites folder. 26. You then return to the ERC Home page. Note in your Portal Favorites pane that the Index favorite no longer appears. 28. Once deleted, the Organize Entries screen displays with a note that the item Paycheck Information has been deleted. The ERC Home page Portal Favorites no longer displays the Paycheck Information folder. Page 8 of 8