CFS 9.2 MP 3.0. New User Interface - Fluid. Carmen Arreguin Steve Sharifi CMS - CFS Chancellor s Office

Transcription

1 CFS 9.2 MP New User Interface - Fluid Carmen Arreguin Steve Sharifi CMS - CFS Chancellor s Office

2 1 Topics Topics Road to Fluid! Fluid Overview Fluid Components Phase I Phase II Transition Questions?

3 2 Road to Fluid

4 3 Road to Fluid PeopleSoft Mobile Evolution Of PeopleTools Windows Client 100% Internet Fluid UI/ Responsive Web Design

5 4 Advances in technology with mobile devices and the internet User expectations have increased Road to Fluid

6 5 Fluid Overview Fluid - Enabling a Mobile Workforce! Fluid uses the latest technology HMTL5/JavaScript /CSS3 enabling PeopleSoft Fluid pages to scale gracefully from large screens devices of desktops to reduced viewing space of smartphones and tablets.

7 6 Fluid Overview Fluid User Interface Access PeopleSoft application across multiple form factors Several different paths for users to access functionality Users can personalize navigation to accommodate organization Significantly improves efficiency over Classic UI Reduces new users navigation learning curve Facilitates customized business process and training

8 7 Fluid Overview Fluid - Minimum Browser Version Requirements To access Fluid features, you must have at least the following minimum browser version on your device Device Type Browser PC Internet Explorer 11 Firefox 24 Chrome 35 Safari 6 (Max Only) Mobile Internet Explorer 11 for windows 8.1 (tablets only) not smartphones Safari ios7 Chrome on Android 4.4

9 8 Fluid Components Fluid Components Fluid UI - Banner / Icons Homepage Pages - Navigation Bar (NavBar) - Homepages - Tiles

10 9 Banners/Icons Banner / Icons - Homepage A standard banner appears at the top of every Fluid page that includes the page title and some standard icons. Icon Description Action Home Icon Search Icon Alerts Icon Action Icon NavBar Icon Takes you to your home page Enables you to Search Notifications window to view actions and alerts Tap to see a list of Actions available for the current window: My Preferences, Help, Sign Out Tap to expand NavBar window. Options available: Navigator, Recent Places, My Favorites, My Preferences, Classic Home

11 10 Banners/Icons Banner / Icons - Pages Icons on the application pages are slightly re-arranged The Banner variance will be eliminated with Phase II implementation Icon Description Action Home Icon Search Bar Sign Out Icon Notification Icon Takes you to your home page Enables you to Search Ends user s session and signs out Tap to see a list of Notifications NavBar Icon Add To Drop-Down Tap to expand NavBar window. Options available: Navigator, Recent Places, My Favorites, My Preferences, Classic Home Tap to view Add drop-down options: Homepage, NavBar, Favorites

12 11 NavBar The Fluid Navigation Bar (NavBar) Tap or click on the Icon to expand the NavBar window - Five Delivered Tiles Navigator Recent Places My Favorites My Preferences Classic Home Tile List Can be Personalized Add Tiles Remove Tiles Alter Tile Sequence

13 12 NavBar The Fluid Navigation Bar (NavBar) Navigator - Fluid Main Menu

14 13 NavBar The Fluid Navigation Bar (NavBar) Recent Places My Favorites My Preferences

15 14 NavBar The Fluid Navigation Bar (NavBar) Classic Main Menu

16 15 Phase I MP3.0 Fluid User Interface Phase I CFS 9.2 MP3.0 Go Live Date: April 30, 2018 CFS 9.2 Homepage Tiles Classic Main Menu / Breadcrumbs (Available During Transition)

17 16 Phase I Current Sample AP Navigation Navigating to Voucher Entry Page

18 17 Phase I Current sample GL Navigation Navigating to Journal Entry Page

19 18 Phase I Fluid User Interface Structure Phase I User CFS 9.2 Homepage Tile 1 Tile 2 Tile 9

20 19 Phase I Fluid User Interface Structure Cont. Homepages CFS 9.2 Fluid Homepage

21 20 Phase I Fluid User Interface Structure Cont. Tiles Phase I Direct Link to a CFS Page

22 21 Phase I Fluid User Interface Structure Cont. Tiles Adding Tile to CFS 9.2 Homepage

23 22 Phase I Fluid User Interface Structure Cont. Tiles Adding Tile to CFS 9.2 Homepage

24 23 Phase I Fluid User Interface Structure Cont. Tiles Adding Tile to the NavBar

25 24 NavBar Fluid User Interface Structure Cont. Tiles Adding Tile to Favorites

26 25 Phase II MP3.0 Fluid User Interface Phase II CFS 9.2 MP3.0 Go Live Date: TBD CFS 9.2 Homepage Personalize Homepages Tiles Classic Main Menu / Breadcrumbs (Phased Out)

27 26 Phase II Fluid User Interface Structure Phase II User CFS 9.2 Homepage Homepage 1 Homepage 2 Homepage 9 Tile 1 Tile 1 Tile 1 Tile 1 Tile 2 Tile 2 Tile 2 Tile 2 Tile 9 Tile 9 Tile 9 Tile 9

28 27 Phase II Fluid User Interface Structure Cont. Homepages

29 28 Phase II Fluid User Interface Structure Cont. Homepages Cont.

30 29 Phase II Fluid User Interface Structure Homepages Cont. User Defined Homepages

31 30 Phase II Fluid User Interface Structure Cont. Tiles Phase I Direct Link to a CFS Page Phase II Navigation Collection Fluid WorkCenters (AP, GL, Buyer) Dynamic Tiles (Chart, Pivot Grid)

32 31 NavBar Fluid User Interface Structure Cont. Tiles Navigation Collection

33 32 Phase II Fluid User Interface Structure Cont. Tiles Navigation Collection Cont.

34 33 Phase II Fluid Conversion- Sample 1 Current Classic Menu Current Favorites List

35 34 Phase II Fluid Conversion- Sample 1 Cont. CFS 9.2 Homepage

36 35 Phase II Fluid Conversion- Sample 1 Cont. Month-End Reporting

37 36 Phase II Fluid Conversion- Sample 2 Homepages by Module

38 37 Phase II Fluid Conversion- Sample 2 Cont. Homepage by Module Cont.

39 38 Fluid Conversion- Sample 3 Homepage by Role / Module (Ex: Manager, Employee, and Administrator) Phase II

40 39 Fluid Conversion- Sample 4 Phase II Homepage by Business Process (Ex: Voucher Processing, Procurement Operations)

41 40 Transition MP3.0 Fluid User Interface Transition Period between Phase I and Phase II Go-Lives CMS to develop the security and implementation model for customizing and publishing Homepages and Tiles Utilizing Oracle Guidance and Campus Feedback Users to transition from using the Classic Menu to the NavBar

42 41 Documentation Documentation Common Financial Systems (CFS) 9.2 MP Initiatives/CMS/AppDevelopment/CMSCFS92/Pages/CFS92 Home.aspx

43 42 Contacts Contacts CFS Application Team - Carmen Arreguin carreguin@calstate.edu (562) Steve Sharifi ssharifi@calstate.edu (562)

44 43 Questions