Efficiency Boost: Workcenters in University System of Georgia Summit

Introduction to Workcenters Julie Thompson, ITS georgia University System of Georgia summit

Background Workcenters were introduced in version 9.2 Designed to be a one stop shop for users Users can not only view transactions that need attention, but can take action from the Workcenter itself (budget check, matching, etc.) The Accounts Payable and General Ledger Workcenters were the only ones deployed with upgrade 9.2 georgia University System of Georgia summit

Security Roles needed For AP Workcenter BOR_AP_WORKCENTER BOR_AP_DASHBOARD BOR_WORKCENTER_USER For GL Workcenter BOR_GL_WORKCENTER BOR_GL_DASHBOARD BOR_WORKCENTER_USER georgia University System of Georgia summit

Pagelets My Work PeopleSoft delivered links Links Menu Items and external URLs Queries Originally only those BOR queries that had been added by ITS Users are now able to add their own queries Reports/Processes Menu items and URLs georgia University System of Georgia summit

AP Workcenter Main Menu > Accounts Payable > Accounts Payable Workcenter georgia University System of Georgia summit

AP Workcenter In order to use the Accounts Payable or General Ledger WorkCenters, users will need to define their business unit for each work link. georgia University System of Georgia summit

Edit Filters Can now use the in or between operators to get both primary business unit and B business unit vouchers georgia University System of Georgia summit

Personalize Pagelet Use Personalize on Pagelet to hide items, change the display order, or make that item your starting page when opening the Workcenter georgia University System of Georgia summit

Refine criteria Use Refine Criteria to temporarily narrow down results georgia University System of Georgia summit

Refine criteria Same criteria as Edit Filters, but these will revert to the criteria saved in Edit Filters the next time the link is initialized georgia University System of Georgia summit

Personalize Grid Use Personalize on grid to choose fields to display and sort order georgia University System of Georgia summit

Export to Excel Results displayed in grid are able to be downloaded to Excel (true throughout PeopleSoft) georgia University System of Georgia summit

Adding a query Go to Personalize on the Queries pagelet georgia University System of Georgia summit

Adding a query Can add Public or Private queries Description is what will display on the Workcenter. To display the query name, choose the Override Title checkbox and copy the query name into that field georgia University System of Georgia summit

Adding a query Note: This icon opens the item in a new window georgia University System of Georgia summit

Adding menu items, URLs, reports Currently, if users are granted the right to add menu items, it also grants the ability to add URLs For now, queries are the only items that users can add Submit requests for additional menu items, URLs, and reports/processes to ITS via the helpdesk georgia University System of Georgia summit

New Workcenters In release 5.0 (mid-November)new Asset Management . georgia University System of Georgia summit

New Workcenters .and Buyer Workcenters will be deployed georgia University System of Georgia summit

Questions georgia University System of Georgia summit