CS 9.2 Glossary

A-D, E-J, K-P, Q-Z

Access Keys – moves your cursor to a particular place on a page (such as a button or link), to another page in a component, or to another tab in a grid.

Activity Guide – a feature that allows you to define guided procedures for a user or group of users to complete. Users are presented with a list of actions, or tasks, that need to be completed to finish the procedure. Activity guides can be useful in a number of procedural scenarios. For example: student registration, Admissions Application – Accept/Decline Activity Guide, Make a Deposit Payment Activity Guide, Student Financials  – Make a Payment Activity Guide, Student Records: Drop, Update, Swap Classes Activity Guide, View completed agreements

  • Period end closing.

  • System or feature configuration.

An activity guide lists the tasks (referred to as action items) that need to be completed by a user or group of users. These tasks are linked to specific local or remote transactions or external URLs. The tasks can be assigned to a specific user by user ID or to a group of users by PeopleTools role. Activity guides provide a hierarchical organization of sequential or non-sequential tasks.

Typically, activity guides are generated from reusable definitions known as activity guide templates. These activity guide templates and action items are defined and managed through pages available under the PeopleTools > Portal menu. At run time, an activity guide instance can be instantiated from a template by providing context data. The state of the entire procedure as well as that of individual tasks is maintained between sessions, allowing a user to return later to complete the activity.


Advisory Group – Users from various modules and campuses who will provide feedback on proposed changes and be the first to see the environments.


Bio/Demo Data – Information that identifies a person, such as: name, birth date, gender, citizenship, ethnicity, address and telephone number; biographical/demographical data.

Breadcrumbs – The navigation shown across the top of the workspace that allows for backwards and forward navigation from any point in the navigation path.


3Cs – Stands for Communications, Comments, and Checklists.

Campus Community – The central repository of the PeopleSoft system for data that is shared across the three main business areas of Human Resources, Contributor Relations and Student Administration. It is used to manage biographical and demographical information on people and organizations, known as Bio/Demo data. All the processes and activities you perform in the PeopleSoft system are performed in relation to records for individuals in Campus Community.

Campus ID – Unique student identifier by which a student’s record is accessed.

Campus Solutions – PeopleSoft’s term for its Student Information Services software module.


Classic Plus

Component – A collection of pages related to a particular PeopleSoft task or search. Multiple pages in a component must share the same high-level key. Example: Find an Existing Value, Add a New Value and Test Tables are pages in the Test Tables component.

Content reference – A link in the menu that accesses a transaction page or group of pages. A content reference is a reference to a URL for the transaction page.

Customization/Extension/Modification – Also called extension, a technical change to an out-of-the-box PeopleSoft system. For example, adding fields to a page, changing the logic of the application, and rearranging a page are all examples of customization. These can range from simple to very complex. Also known as modification.





EMPLID – Unique identifier for each person entered into Campus Solutions.


Fit/Gap – The process of analyzing where a new system “fits” with an organization’s business processes and where there are “gaps” between the system’s functionality and the organization’s business needs. A “fit” occurs when the organization’s needs are met by the new system. A “gap” occurs when variances exist between the organization’s needs and what the new system delivers. Functionality variances deemed critical to UC’s mission can typically be addressed by end user training, interfaces between systems or system modifications.


Fluid Tiles

Fluid Pages

Fluid Navigation

Fluid UI

Form Factor


Go-Live – The moment in time when a new module is first made available online for end-users.




HotKeys – Hot keys perform immediate actions. When you press one, the designated action occurs. Note that several hot keys perform different functions, depending on the page that you are on, such as a transaction page or a search page.




Keys – The fields, such as EmplID (employee identifier), that uniquely identify one row of data in a transaction. Keys appears as fields on search pages and transaction pages. All information on a page is related to a key, which usually appears at the top of the page and is display-only.



Main Menu – Located at the top of your page, organizes and provides access to transaction pages from which you can carry out actions and modify data. The Main Menu contains menu items; some lead directly to transaction pages and some lead to submenus in a hierarchical format.

Menu pagelet – This navigation structure, located to one side of your page, organizes and provides access to transaction pages from which you can carry out actions and modify data. The Menu pagelet contains links, some leading directly to transaction pages and some leading to other links in a hierarchical format.


NavBar Icon – Found in the upper right corner when you log in. Looks like a compass needle. Clicking this gives you access to Recent Places, My Favorites, Navigator and the Classic Home Page.

Navigation Bar (NavBar) – The navigation bar (NavBar) is a control that provides quick access to pages and folders in CS. The NavBar contains buttons on the left that, when activated, display a list of associated items to the right. The list items can be links, folders, or other objects. Users can use the list items to access a page or folder, without having to navigate through the main menu.

Navigation path – The collective set of links that appear as you navigate the menu structure; they indicate the hierarchical path to your current location. Sometimes called breadcrumbs, they appear in the drop-down menu header and in the navigation page header.

Navigation Collection


Oracle PeopleSoft – A provider of Enterprise Resource Planning software for large organizations.


Page – The individual display and data-entry screens for each part of your PeopleSoft application. Pages appear in the browser window.

PeopleBooks – Reference materials provided by PeopleSoft, accessible through the “Help” link in the upper right corner of most pages.

PeopleTools (PT) – PeopleTools provides the underlying technology for PeopleSoft Campus Solutions. It’s similar to the Microsoft Windows to the Microsoft Word application. Just like Campus Solutions, there are frequent major and minor updates. We are upgrading PT from version 8.55.09 to 8.56.11.

Portal – A web page that serves as an entry, or portal, that allows a user access to multiple databases with only one sign-on.

PUM – acronym for PeopleSoft Update Manager. This new capability gives customers a high degree of flexibility to selectively apply new features, patches and legal/regulatory updates.

PUM Image – Similar to a Bundle in CS 9.0,these are released


Query – A limited-access reporting tool that allows a user to create simple, ad hoc reports.

Query Limits – In student reporting dashboards, restrictions on data to be returned which are applied to a report before processing.



Self-Service – Self-Service applications provide an easy-to-use interface to UC’s administrative and academic database systems. Self-Service applications are designed for a wide range of users, such as instructors, advisors, faculty, staff, students, parents and alumni. In this context, if an application is defined as Self-Service, it is intuitive to use, it provides access to data through a commonly-used interface, such as a web browser, and it does not require the user to install additional software.

Single Sign-on – Refers to the ability of users to navigate freely within a system of multiple applications after only being authenticated once.

SME – Subject matter expert.




UI – short for user interface