Guide to OLE Basic Functionality and Key Concepts
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Guide to OLE Basic Functionality and Key Concepts
Contents
Introduction
1. Navigating Through OLE
OLE's Menus
OLE Deliver Menu
OLE Describe Menu
OLE Select/Acquire Menu
OLE Maintenance Menu
OLE Admin Menu
Screen Elements
Message of the Day
Standard Data Entry, Selection, Action, and Navigation Tools
Logging On and Off OLE
Switching Users
User IDs and Roles
2. OLE E-Doc Fundamentals
E-Doc Screen Layout
Breadcrumbs
Document Header
Expand All/Collapse All Buttons
Show/Hide
Required Fields
Date Fields
Standard Links and Icons
Standard Tabs
Document Overview
OLE Financial Documents Accounting Lines Tab
General Ledger Pending Entries Tab
Notes and Attachments Tab
Ad Hoc Recipients Tab
Route Log Tab
Basic E-Doc Operations
Initiating a Document
Copying a Document
Saving a Document
Canceling a Document
Closing a Document
Routing a Document
Using the Action List
Searching OLE
Search Workbench
Using Doc Search to Find a Document
Performing Searches on Financial Documents
Lookup Help
3. Maintenance E-Doc Fundamentals
Common Tabs
Edit Tab
Other Common Tabs
Common Business Rules
Performing Common Maintenance E-Doc Operations
Searching for a Document
Initiating a Maintenance Document
Copying a Maintenance Document
Editing a Maintenance Document
Fiscal Year Maker
Extended Attributes
General Guidelines
4. OLE Workflow Overview and Key Concepts
KEW Overview
PeopleFlow Overview
Route Levels and Workflow Routing
Typical Route Levels of the OLE financial documents
Viewing Route Nodes
Workflow Responsibilities
5. Importing Data into OLE
Data Import Templates for Select/Acquire
Process Overview
AD_CR_CCR_DV_SB_Import.xls
BA_YEBA_Import.xls
DI_YEDI_IB_TF_YETF_PE_Encumbrance_Only_Import.xls
GEC_YEGEC_Import.xls
PE_Disencumbrance_Only_Import.xls
PURAP_Account_Import.xls
Sample Data
Patron
Circulation
Location
OLE Glossary of Terms
Contents
Search
Introduction
Navigating Through OLE
OLE's Menus
OLE Deliver Menu
OLE Describe Menu
OLE Select/Acquire Menu
OLE Maintenance Menu
A note on Admin Submenus/Maintenance Documents
OLE Admin Menu
Screen Elements
Message of the Day
Standard Data Entry, Selection, Action, and Navigation Tools
Logging On and Off OLE
Switching Users
User IDs and Roles
OLE E-Doc Fundamentals
E-Doc Screen Layout
Breadcrumbs
Document Header
Expand All/Collapse All Buttons
Show/Hide
Required Fields
Date Fields
Standard Links and Icons
Help Icon
Field Lookup
Autocomplete Fields
Multiple Value Lookup
Export Options Links
Drill downs
Standard Tabs
Document Overview
OLE Financial Documents Accounting Lines Tab
Single-Sided Entry
Double-Sided Entry
Displaying Account Details
Accounting Lines Buttons
Import Lines
Restrictions
General Ledger Pending Entries Tab
Balancing Rules
Notes and Attachments Tab
Ad Hoc Recipients Tab
Route Log Tab
Basic E-Doc Operations
Initiating a Document
Copying a Document
Saving a Document
Canceling a Document
Closing a Document
Routing a Document
Using the Action List
Searching OLE
Search Workbench
Process Overview
Getting Started
Searching
Browsing
Title Browsing
Call Number Browsing
Actions Available From Search or Browse Results
Using Doc Search to Find a Document
Performing Searches on Financial Documents
Common Features and Search Options (Financial Docs only)
Data Entry Tips
Lookup Help
Maintenance E-Doc Fundamentals
Common Tabs
Edit Tab
Other Common Tabs
Common Business Rules
Performing Common Maintenance E-Doc Operations
Searching for a Document
Initiating a Maintenance Document
Copying a Maintenance Document
Editing a Maintenance Document
Fiscal Year Maker
Extended Attributes
General Guidelines
OLE Workflow Overview and Key Concepts
KEW Overview
PeopleFlow Overview
Route Levels and Workflow Routing
Typical Route Levels of the OLE financial documents
Account Level Routing (Fiscal Officer)
Organization Review (Review Hierarchy) Routing
Special Conditions Routing
Ad Hoc Routing
Viewing Route Nodes
Workflow Responsibilities
Route Log
Action Taken Tab
Pending Action Requests Tab
Future Action Requests Tab
View Routing Details
Route Status
Action List
Workflow Action Buttons
Blanket Approving a Document
Disapproving a Document
Acknowledging a Document
FYI a Document
Correcting Errors After Approval
Workflow Preferences
Action List Filter
Clearing the Action List Filter
Advanced Document Searches
Detailed Verses Basic Search
Superuser Verses Non-Superuser Searches
Document Specific Searches
Named Searches
Clear Saved Searches
Clear Searches
Importing Data into OLE
Data Import Templates for Select/Acquire
Process Overview
Creating a .csv File
AD_CR_CCR_DV_SB_Import.xls
BA_YEBA_Import.xls
DI_YEDI_IB_TF_YETF_PE_Encumbrance_Only_Import.xls
GEC_YEGEC_Import.xls
PE_Disencumbrance_Only_Import.xls
PURAP_Account_Import.xls
Sample Data
Patron
Circulation
Location
OLE Glossary of Terms
Search
