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Archive for the ‘Fluid’ Category

Fluid Pages

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There is a lot of good information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the list of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

Below you will find a summarized list of links to the HCM and FSCM delivered Fluid Homepages which are essentially links into PeopleBooks. Over the next few blogs, we’ll take some time to update what currently is available through Image 23.

First, these are the Fluid Pages that are common to FSCM. Many of these Fluid Pages are about personalization but also include common Fluid Approval Pages. All of the bullets below are active links which will take you directly to the page in PeopleBooks.

We have blogged about many of the Fluid Pages personalization options and provided step-by-step directions on how to personalize. (Click here if you missed any of them.) In the upcoming blogs, we will focus on the delivered Fluid Pages for the FSCM applications. If you have any questions or would like additional information, please contact me at larry.zagata@miproconsulting.com.

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query.

From the image overview document:

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries. Authorized users determine which fields to secure for a query and the type of security for those fields, such as User ID, Role, or Permission List. Then they map the secured field name with the PeopleSoft field name and run the Apply Security process. Optionally, filters can be applied to the secured fields based on the PeopleSoft product name such as General Ledger, Purchasing, and so on.

More information on the setup can be found online in PeopleBooks by clicking on this link.

Use some level of caution in selecting only the right level of experienced users who have access to this as to not impact the data returned on queries and potentially impact performance. But it could be a very valuable tool if applied selectively.

Don’t forget to check out our other blogs related to the release of Image 20.
Overview of Image 20 – PeopleSoft Image 20 Released
PeopleSoft Image 20 – Enhanced Fluid Approvals
PeopleSoft Image 20 – Fluid Forms and Approval Builder

If you would like more information on Advanced Query Security or any of the other new features in Image 20, please email me at Larry.zagata@miproconsulting.com.

PeopleSoft Image 20 – Enhanced Fluid Approvals

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Last week we talked about the new PeopleSoft Update Image 20 and the many new features included in this update (click here if you missed our blog). In this feature of Unfiltered we are going to highlight one particular feature: Enhanced Fluid Approvals.

With the release of Image 20, over a dozen approvals are available via the Fluid Approvals functionality, enabling approvers to complete approvals on the go with any device allowed by their organization via the Approval Tile on the FSCM Fluid Homepage.

  • Financials
    • Commitment Control:  budget journals
    • Expenses:  expense reports, time reports, time adjustments
    • General Ledger:  journal entries
    • Payables:  vouchers, payment requests
    • Receivables:  payment write-offs
    • Treasury:  settlements, deals
  • Supply Chain
    • eProcurement:  requisitions
    • Purchasing:  purchase orders
    • Services Procurement:  service work orders, service expenses
    • Strategic Sourcing:  sourcing events

It is worthwhile to note that with Image 20 update, LINE level approval is now available for the following transactions via fluid approval:

  • eProcurement requisition approval
  • Purchase order approval
  • Expense report approval

To learn more about Fluid Approvals click here to watch the release, or go to www.peoplesoftinfo.com to access the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com

Fluid Candidate Gateway

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Some of the most highly anticipated and sought-after updates to the PeopleSoft HCM applications are those which further expand the utilization of the Fluid User Interface. None of these have been as important as those included in this summer’s PUM Image 18 which, among other updates, includes Fluid Pages for the Candidate Gateway.

The Fluid Candidate Gateway may be a prospective recruit’s first impression of your organization, and with PeopleSoft’s Fluid User Interface, you can be sure that their impression will be a good one. Whether they are at their home computer, on the sofa with their tablet, or on the go with their smartphone, candidates can research your company, and find opportunities for employment.

Below are some of the key features available via the Fluid Candidate Gateway:

  • Search and apply from anywhere on smartphone, tablet, laptop, or computer
  • Users can register for a new account
  • Search for jobs
    • Narrow search
    • Save favorites
    • Send the job posting to friends
  • Apply for openings
    • Complete application
    • Attach resume
    • Add Experience, Education, Diversity Data, Referrals, References, etc.

Watch this short 5 minute video from Oracle to learn more about how the Fluid Candidate Gateway can help applicants apply to your organization. To learn more about all of the new functionality in HCM image 18 click here to watch a more in depth 23 minute video.

For more information about how we can help transform your recruiting process, please contact us at larry.zagata@miproconsulting.com.

PeopleSoft Mobile Inventory Improvements

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mobile inventory

PeopleSoft Mobile Inventory has been around for quite some time. As most know, it is a mobile extension of PeopleSoft Inventory and Purchasing to hand-held scanning devices. Previously we would have to leverage ADF (application development framework) or the middleware between the hand-held and PeopleSoft FSCM. However, with the delivery of FSCM Image 14, Oracle delivered some high priority transactions leveraging the FLUID user interface. This removes the dependency with ADF (although that is still a viable route) and makes Mobile Inventory enabled on a very familiar and consistent platform and toolset. This allows for easier deployment as well as adding FLUID content for additional mobile functionality. It also allows for the use of any HTML 5 compliant device. So mobile users can use rugged iPads with bar code readers for example, and nothing additional needs to be deployed.

With Image 14, Oracle delivered Par Count, Par Count Ad hoc, Guided Count, Count by Location, Count by Item, Express Issue and Receiving Ad hoc. With Image 18, Oracle added additional transactions including Manual Count, Picking Feedback, Delivery, Delivery Cart, Perform Putaway, PO Receiving, Item Stock Inquiry, Fulfillment Inquiry, Bin to Bin Transfer and Adjustments.

PeopleSoft Mobile Inventory requires a connection to the PeopleSoft database to work. In some cases with customers having remote locations or warehouses without Wi-Fi, this drove them to a different solution using handheld devices. Keep in mind, especially with the use of HTML 5 compliant devices like tablets and iPads, they can come with cellular connections built right in allowing for a broader use in areas that may not be Wi-Fi connected. Keep that option in mind when considering PeopleSoft Mobile Inventory.

If you would like additional information on PeopleSoft Mobile Inventory, please contact me at larry.zagata@miproconsulting.com.

Improvements to PeopleSoft Procurement

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Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) spoke with Alexa Masters (Product Strategy Director, PS Procurement) to talk about the advancement of PeopleSoft Procurement solutions in 9.2.

The three main challenges facing procurement organizations today are:

  1. Spend Creep
  2. Supplier & Contract Compliance
  3. Technology to manage the process

In this video, Alexa explains the measures that have been taken to improve the products and meet these challenges for their customers.

Alexa also addresses the importance of mobility in requisitioning. PeopleSoft, using the Fluid User Interface (FUI), offers an intuitive user experience optimized for smart phones, tablets and even use on the desktop. Using FUI makes procurement a more efficient process from requisitions to approvals and all the way to the receiving of orders.

There have also been improvements to Supplier Contracts with the addition of the Supplier Contracts Workbench as well as the Sourcing & Contract Work Center. By utilizing these new features available to 9.2, customers are able to see vast improvements in their procurement organizations by reducing risk and improving data management.

Reach out to us if you have any questions regarding the improvements to PeopleSoft Procurement or any other PeopleSoft questions.

PeopleSoft Update Manager Dashboard

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There has been a lot of discussion on the new functionality and features available with the FUI that have been delivered since the release of PeopleTools 8.54. Now with the release of PeopleTools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • FLUID Dashboard
  • PUM Dashboards
  • FLUID Related Content

We have already taken a look at the PeopleTools Health Center and FLUID Dashboards, now let’s dig a little deeper into the PUM Dashboard. From PeopleBooks, you can see the four delivered tiles with the PUM Dashboard. The tiles include BUG by Target Database, BUG Status by Tag, BUG Status by Product and BUG Status by Image.

PUM Dashboard 1

Of course each tile can be drilled into for additional information.

PUM Dashboard 2

The PUM Dashboard provides proactive information about your current image and what has been applied in your PeopleSoft solution – very valuable information as you take advantage of PeopleSoft 9.2 & PUM and the continuous delivery model. This information can certainly help properly manage and understand your adoption level.

The PUM Dashboard is only available with PeopleTools 8.55 but can offer great value to the organization as your Selective Adoption Strategy matures.

If you would like more information on the PUM Dashboard or Selective Adoption, please contact me at larry.zagata@miproconsulting.com.

Fluid Dashboards

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FLUID Dashboards

There has been a lot of discussion on new functionality and features with Fluid User Interface (FUI) that have been delivered since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

PeopleTools 8.55 introduces FLUID Dashboards, the PeopleSoft Fluid User Interface counterpart to Classic Dashboards. We have talked in a number of blogs and videos about the classic dashboards and now with PeopleTools 8.55, we have the ability to extend those dashboards to FLUID tiles allowing access to key information from mobile devices…very cool (and useful) stuff!

FLUID Homepages/Dashboards and Classic Homepages/Dashboards have many similar characteristics.
From PeopleBooks:

  • They are equivalent in function to their classic counterparts.
  • They are managed in the same manner as their classic counterparts. Whereas we arranged “pagelets” on classic dashboards, we arrange “tiles” on FLUID Dashboards.
  • Their definitions are stored in the portal registry accessed through the Structure and Content component.

Despite all of their similarities, there are some important differences between FLUID Homepages and Dashboards and their Classic counterparts:

  • FLUID Homepages can be configured as required or optional; Classic Homepages cannot.
  • For performance reasons, certain types of tiles are restricted for use on FLUID Dashboards only, and cannot be displayed on FLUID Homepages.

From PeopleBooks, the following chart identifies features/functionality available for FLUID Homepages, FLUID Dashboards, Classic Homepages and Classic Dashboards.

FLUID Dashboard

Extending Classic Dashboards to FLUID serves to continuously improve and extend upon the end-user experience and freshness of PeopleSoft to be leveraged on mobile devices. Designed properly, users can log in on their mobile devices and have key information required to make informed business decisions available at their fingertips.

If you would like additional information on FLUID Dashboards, please reach out to me at larry.zagata@miproconsulting.com.

HCM Image 15 and Tools 8.55

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Have you noticed the changes and improvements after upgrading to Tools 8.55 and the latest HCM Image release? One of the changes you will notice immediately is that access to the classic menu has been removed. This change is designed to drive the FLUID user experience. Users can enter into the Manager Self-Service, Employee Self-Service, and Workforce Administrator FLUID landing pages.

Tools 855 1

Over on the far right hand side is the NavBar button. Clicking on the NavBar will expose a number of additional navigation options including Favorites, the Classic Home menu, FLUID Home and other personalized shortcuts.

Tools 855 2

All of this navigation has a much more FLUID and mobile feel designed for mobile devices but, as mentioned, the Classic Home is still available for those longing for the old look and feel.

Tools 855 3

The FLUID navigation can be found using the Navigator button. While this was there on previous Tools versions, with 8.55 there is more emphasis on FLUID as the starting point as opposed to the classic menu.

 

Tools 855 4

For more information on PeopleSoft and Tools 8.55, please feel free to contact me at larry.zagata@miproconsulting.com.

 

Fluid Pages – Navigation Standards

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Fluid #1

One of Oracle’s primary areas of commitment and focus is to ensure PeopleSoft is mobile-device friendly and they have done this using fluid pages. Fluid pages are PeopleSoft pages that are mobile device enabled and allow for end-user self-service.  Initially Oracle began deploying fluid pages primarily for the end-user and focused on more simple self-service applications.  Many of the self-service needs are being addressed as images are rolled out.

The next step in the evolution of fluid pages is more complex transactions that are not only applicable to end-users but to power users. We have spoken often about the key requirement to create a selective adoption strategy, but the other key initiative that should be of importance to most organizations is a fluid strategy. In order to enable an effective fluid deployment, organizations must have a fluid strategy that is consistent, repeatable, and intuitive and will be readily and easily adopted with minimal training.

To help with the consistency of fluid pages, Oracle released the “Fluid Navigation Standards, Fluid User Experience” white paper in October 2015.  (The white paper is on My Oracle support and you will need your customer id and password to access it.)  It contains over 30 pages of content and covers such topics as:

  • Homepages
  • Navigation
  • Application start pages
  • Fluid and classic co-existence
  • Activity guides
  • Navigation collection
  • Related actions

The white paper is a great starting point when looking to understand fluid and its capabilities.  Remember, the tool is one aspect of fluid, but having an overall strategy that is consistent across the end user experience is just as important and a key step before designing and rolling out fluid pages.

If you would like more information on fluid, drop me a note at Sam.Sisler@miproconsulting.com.

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