Colleague - Overview

2019

Colleague -Overview

Colleague is used as a college- wide database with information on students, faculty, and staff. Colleague gives you the ability to break down information into specific reports depending on what type of data you are looking for.This article will provide you with a brief overview of Colleague. The following topics will be address:

  1. Logging into Colleague
  2. Navigation
  3. Opening a Record
  4. Opening a Form
  5. Adding Form and Person Favorites

1. Logging into Colleague

A. From your desktop computer, click theEllucian Colleagueicon on your desktop. You can also access Colleague from MyMC3 (portal) in theApplicationstab.

Note:Colleague is only accessible from a campus computer that is wired and not connected to wi-fi. If accessing from a web browser, the recommended browser is Internet Explorer. Please make sure pop-up blocker is turned off.

B. If prompted, enter your College username and password.
C. After reading the FERPA agreement, clickOK.

2. Navigation

A.Person Search - To search for a person, click the icon that looks like a silhouette of a person near the search bar.

Form Search - To search for a form, click the icon that looks like a piece of paper near the search bar.

B. Search History - View your Search History by clicking the down arrow in the search bar.

C. Form Search Results - Show Form Search Results by clicking the icon that looks like a clock.

D. Navigate - Click Navigate to view and access reports to which you have access.

E. The sidebar navigation is where you will find (from top to bottom):

Favorites - star icon

Help - question mark icon

User Options - silhouette of a person

Print - printer icon

3. Opening a Record (Active Context)

A. From the search bar area, click the Person Search icon to the left of the search bar.

B. Enter the name of the person you want to search for and click themagnifying glassor hitenteron your keyboard to search.

C.The search will bring up a list of matches. Double click on the form you want to view or click the form and then clickOpen.

D. The persons card information will appear.

You can click the " X " icon in the upper right corner to close out of the persons record.

4. Opening aForm

A. From the search bar area, be sure Form Search option is selected. In the search bar, enter the mnemonic for the information you wish to search. For a list of common College mnemonics, view the Frequently Used Colleague Mnemonics article.

In this example we will be using the NAE (Name and Address Inquiry) mnemonic.

Click the magnifying glass or hit enter on your keyboard to search.

B. A pop-up window will appear where you can enter the information in which you are searching for.

In this example, a pop-up window appearsfor Person Lookup.

Click Ok to search.

C. The search will bring up a list of matches. Double click on the form you want to view or click the form and then click Open.

D. The form you selected will now load.

E. Use the Card Scroller to go toadditional forms, if open.

F. Click the pushpin icon to keep or close contexts when cancelling or saving.

Note: Pinning is only applicable to person-related forms.

G. To exportany of the form information, click into the field until an Export icon appears in the upper left corner.

H. To Cancel/Cancel All or Save/Save All, click the icons in the upper right corner. This will either save or exit the form your are currently viewing.

5. Adding Form and Person Favorites

A. When in a Form or Person search you have the ability to Favorite. You can Favorite a person or a specific form.

To Favorite a Person, click the star icon to the right of the persons name card.


B. A pop-up window will appear where you can determine what folder you would like the person to save.

By default the person you favorite will be added to a Person Favorites folder.

You can click the New icon to create a new and different folder based on your needs.

Click Add when you are finished.

C. A confirmation window will appear.

Click Ok.

D.ToFavorite a Form,click thestaricon to the right of the form name.

E.A pop-up window will appear where you can determine what folder you would like thesave the form.

By default theform you favorite will be added to a Form Favorites folder.

You can click theNewicon to create a new and different folder based on your needs.

ClickAddwhen you are finished.

E.A confirmation window will appear.

ClickOk.

F. To access your Favorites, click the star icon from thesidebar.

G. A pop-up window will appear where you can select the person or form you wish to view from your Favorites.


Posted by: Kasey Golding - January 24, 2019. This article has been viewed 6753 times.
Online URL: https://kb.mc3.edu/article.php?id=5845

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