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Accessing the Colleague Production Environment

Accessing the Colleague Production Environment. Open a Browser and go to https://ist-56.durhamtech.edu:56500/UI42production/index.htm. Important! Please make sure that your popup blockers are disabled. The Colleague UI Window. Search Area. Tabs. Logout. Help. Context Area. Menu Bar.

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Accessing the Colleague Production Environment

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  1. Accessing the Colleague Production Environment Open a Browser and go to https://ist-56.durhamtech.edu:56500/UI42production/index.htm Important! Please make sure that your popup blockers are disabled.

  2. The Colleague UI Window Search Area Tabs Logout Help Context Area Menu Bar UI Form Area

  3. Menu Bar

  4. Search for Person Click Search or press the {Enter] key Choose the Person Search icon Enter Person Search Criteria Advanced Search Person Search also performs Organization search

  5. Search Results Panel – Card View Number of results. Navigate through results pages. Card View or Grid View Search Criteria Search Results Panel Help Add a person Hide Search Results Panel Open Selected Records

  6. Search Results Panel – Grid View Click on Column Headers to sort Selected records are highlighted Photos are not displayed

  7. Card View vs. Grid View

  8. Context Area Card Scroller scans through stacks of cards. Card Selector Buttons Information displayed is configurable by the institution Active Card is labeled as Active Context Favorites Remove Mapping Open

  9. Mapping Address Mapping button Best View Location pushpin

  10. Activity: Search for Person In this activity you will: • Search for a person(s) • Explore the use of the Search Results • Panel

  11. Activity: Context Area In this activity you will: • Explore the use of the Context Area

  12. Activity: Mapping In this activity you will: • Use the Mapping feature

  13. Search for Form Enter a mnemonic or title word Choose the Form Search icon. Click Search or press the [Enter] key

  14. Navigation Panel Single Expand or Multi Expand Choose application Use scrollbar to view entire list of search results Open selected form (or double-click form)

  15. Colleague Forms Add to Form Favorites Slider Bar Process Help Card number (from Context Area)

  16. Comments Comments Field Find Next Timestamp

  17. Window Groups Navigation Bar

  18. Print Form Print Form

  19. Bar Graph Bar Graph

  20. 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

  21. 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.

  22. Favorites Add Person to Favorites Add Form to Favorites

  23. Adding to Favorites Dialog Box Displays people (or form) to be added to Favorites Create a new folder View existing folders

  24. Favorites Panel Manage People Favorites Manage Form Favorites Use CTRL or SHIFT to select multiple people Select a single form only

  25. 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

  26. Preferences Color themes Background Color

  27. Preferences Photos on/off Set Number of Search results Per Page by View Set when a Bar Graph closes.

  28. 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.

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