Agresso Introduction and Navigation
ADDING SHORTCUTS On any report, and many of the screens, you can add a shortcut to your Homepage. This will allow you to get to commonly used reports with one click straight from the Home page. USING SEARCH Anywhere you see a blue box to the right of a field, you may click it to open a search window. 1. Click the Add to Shortcuts button on a report or screen In the window that opens you are able to search for items using wildcard searches, or select multiple values from lists. 2. The shortcuts appear on your Home page 1. Entering Kelly* returns all suppliers starting with Kelly. *comp* would return all suppliers including the word Computer. ONLINE HELP The system comes with two Help buttons one coloured Green opens the Agresso general online Help, and the other coloured yellow appears at the top of each screen. This button brings you context sensitive Help., for example if you click it on the Requisitions screen, it will open Help relating to Requisitions. 1. Context sensitive Help button. Similar to Windows explorer, to select multiple values, you hold down the CTRL key while clicking on each, or to select a range you hold the SHIFT key and click the first and last item. FINANCIAL POLICY INFORMATION Further information on University Financial policy and processes can be found at the following web sites: Financial Accounting http://www.nuigalway.ie/financial_accounting/ If you click on the Reports tab, and open General Reports, you will see a folder containing useful Agresso Help links, including a link to the University online HelpDesk. Management Accounting In addition the Agresso 5.5 quick guides are available online: Research Accounting http://www.nuigalway.ie/mis/agr55home.html http://www.nuigalway.ie/research_accounting/ http://www.nuigalway.ie/management_accounting/ http://www.nuigalway.ie/mis/agr55home.html Finance | Purchasing | Budgets | Reports Agresso 5.5 Quick Guide Introduction & Navigation Introduction & Navigation Now available off campus from any internet connected computer SCREEN LAYOUT Most screens in the application follow a similar structure. The right hand pane of the screen is where most of the detail is viewed or entered. 2. This will open a searchable online Help system. LOGGING IN The Agresso 5.5 web client, is also referred to as Agresso Self Service. You access the system using your internet browser. To login to the system you should access the link provided on the NUIG Online Service Staff page, which is located at: The left hand pane is split into top and bottom sections. The bottom section has a series of tabs. The amount of tabs you see will depend on your role and access level. 1. This button will return you to the Home screen http://www.nuigalway.ie/online_services/onlines ervices_staff.php This will open a webpage with the login screen below: 7. Should you prefer more working room in the right hand pane, clicking these arrows will hide the menu section. When you click on a Tab, Reports for example – the top left pane then displays the detailed options available within the Reports area. 3. You can add shortcuts here to your most commonly used reports or screens Enter your Agresso username, for Client enter U1, and enter your Agresso password. The password is case sensitive. WHAT BROWSER CAN I USE? 6. You can click here to Log Off, or to Refresh your system if you lose connectivity Any web browser supporting HTML 4.0, which is compliant with standards given from w3c.org. These include IE 6.0, 7.0, Safari, Firefox and Opera. Agresso does recommend Internet Explorer for the best user experience. 5. The number of tabs available to you, will depend on your role and access level. IS IT SECURE? 4. This list of tabs controls the primary navigation, when a tab is clicked the detail for that tab appears in the upper pane, where secondary navigation is controlled. Each page you view is encrypted before being transmitted over the internet. Encryption makes it very difficult for unauthorised people to view information travelling between computers. It is therefore very unlikely that anyone can read the pages as they travel across the network. The encryption is High-grade Encryption (RC4 128 bit). This is similar to the type of encryption schemes used by banks and retailers for online credit card transactions. NEED MORE ASSISTANCE? Check out the online Agresso 5.5 resources which are available at www.nuigalway.ie/mis/agr55home.html You can also contact the MIS HelpDesk at x2116, and online at https://helpdesk.nuigalway.ie Clicking on one of these detail links will then either open the screen in the right hand main pane, or will open in a new window, which you can close at any time to return to the main screen.
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