Quercus 8.0.2. Control Centre User’s Guide<>

Accessing services

Accessing a service

The Services Menu on the Services tab shows all the services enabled on your system.

This screen allows you to select a service and then configure it to meet the needs of end-users. Each of the services shown can be customised to create the end-user experience you require. You can customise the steps involved, the messages displayed and the appearance of the service.

Note: To access the Services tab you must be a member of the OAPL_SERVICE_ADMIN LDAP group. See Control Centre, for more information about user-access control.

To access a Service

1From the Quercus 8 main menu click the Control Centre button.

The Control Centre opens showing the Start tab.

The Start tab displays two pie-charts.

The Enabled Services chart shows the number of courses live with the service. Click on a service in the chart to be taken to the Live Services screen of the relevant service (see Going live with a service).

The Services Usage chart shows the number of online users who have applied using the service. Click on a service in the chart to be taken to the list of applications that have been submitted via the service (see Viewing the data submitted from an online service).

2Click the Services tab.

3Choose the service you want to set up.

To begin the service set up process

1Click the button of the service you want to set up.

The Overview screen opens.

The chart shows the number of individuals who have used the service during the current and previous calendar years.

2Work through the options in the left-hand menu in top-to-bottom order.

Setting up a new service — overview of the process

The options listed in the Services left-hand menu are as follows:

Overview

Settings

Templates

Course Groups

Live Services

Service Status

The purpose of each option is summarised below.

Overview

The Overview option displays a chart showing the number of individuals who have used the service during the current and previous calendar years (see above).

Settings

The Settings option allows you to perform the following operations:

set up configuration parameters, page messages and help text

set up the wording of standard acknowledgement emails

configure the service’s administration workflow

set up user surveys

Note: the operations that are supported vary from service to service.

» For more information see:

Using the the Settings option

Setting parameter values

Setting up email templates

Setting up workflow

Setting up surveys

Templates

The Templates option allows you to set up service templates. A service template defines the screens through which the user must progress when accessing the service.

When you set up a template you select:

which screens (such as Address Details, Employment History, Pay Online) you want to include

which fields should appear on the screens and whether they are mandatory or optional

the order in which the screens should appear

You can create different templates for different courses or groups of courses. For example you may want to capture academic and employment history for a full-time degree applicant, but not for an applicant to a single-term evening course.

After you set up a template you apply the template to a course or course instance. This creates one or more service instances. A service instance copies the screen sequence and other settings from a service template and applies them to particular course instances.

Note: there is no permanent link between a service template and a service instance that has been created from it. If a service template is subsequently modified the service instance is not updated to reflect these modifications.

» For more information see Service templates and service instances.

Course Groups

The Course Groups option allows you to group together a number of courses so that they can be easily assigned to service instances based upon the same service template. You can quickly identify and group courses that share common features — such as all the 2010 full-time courses within the Arts faculty.

Note: course groups are set up at a global level — not at the level of an individual service. So if you create a course group it will be available to any services.

» For more information see Setting up course groups.

Live Services

Once you have entered the basic settings for a service and set up the course-specific service templates you can make the service live.

The go-live operation associates specific courses with specific templates to create service instances. A service instance is a live implementation of an online service which applies the service definition stored in the template to a course or group of courses.

For any given service you might perform the go-live operation several times: each time associating a different set of courses with a template that has been tuned to the requirements of that particular set of courses.

» For more information see Going live with a service.

Service Status

Once a service is live you can review a range of performance metrics that apply to the service using the Service Status option.

Metrics may vary from service to service but typically include:

the number of significant events (usually defined as state transitions within the workflow)

the number of students at each stage in the service’s status flow (e.g. registered, submitted, validated)

» For more information see Viewing the status of a service.

Visual theme

You can modify the following visual aspects of a service’s online pages:

the logo that appears in the top left-hand corner of the page

header links above the main body content

footer links below the main body content

the colours of the various field labels

the font used

Note: the visual theme is edited at a global level — not at the level of an individual service. So if you modify the theme it will be modified for all services.

» For more information see Changing the appearance of a service’s web pages.

Examples shown in this user guide

In the examples throughout this guide we use the Apply Online service to show how this customisation works. Although the steps and parameters vary somewhat for each service, the principles are the same.