Quercus User Guide<>

Configuring Quercus

Configuring how information is displayed

You can turn off the display of non-required fields through the Parameters option in the Control Centre. The example screen below shows the student Contacts tab displaying a Work Address field even though the student’s work address is not collected by the institution.

But by setting the WORK_ADDRESS parameter value to False the screen can look like this:

To display or hide a specific field

Note: you must have the correct administrator-level permissions in order to access Control Centre and change the parameters.

1Login to Quercus with administrator permissions and select Control Centre Set-up.

2Select Parameters.

3In the Namespace pick-list select Quercus Menu.

4Choose the parameter associated with the field you want to change (see Parameters that affect the display of information on the Students screen) and click the corresponding Edit icon .

The Edit Parameter screen opens.

5Change the Value to the desired setting and click Save.

Parameters that affect the display of information on the Students screen

The various Quercus Menu parameter fields that affect the display of information on the Students screen are described below.

Diagram Ref

Parameters

Notes

1

DEFAULT_EMAIL
DEFAULT_PHONE
DEFAULT_MOBILE

These parameters determine whether the fields’ content will come from the home, term or work values.

For example if you wanted the Phone field to show the term phone number you enter TERM in the DEFAULT_PHONE Value field.

The options for all three parameter values are HOME, TERM or WORK.

All three fields can be set to different values.

2

CUSTOM_FIELD_n_TYPE
CUSTOM_FIELD_n_CODE

where n = 1,2 or 3

You can display three notes or reference numbers in these fields. For each field you enter:

NOTE or REF_NUMBER in the Value field of the CUSTOM_FIELD_n_TYPE parameter

the reference number type or note type in the Value field of the corresponding CUSTOM_FIELD_n_CODE parameter

To view the list of valid Note types go to

FORMS > RECORDS > STATIC DATA MAINTENANCE > Note Types

To view the list of valid Reference Number types go to

FORMS > RECORDS > STATIC DATA MAINTENANCE > Reference Number Types

In the screenshot example above the Fees Note and Exam Entry Special Requirements fields display notes; the UCAS Personal ID field displays a reference number.

3

Attendance_IN_USE
EXAM_ENTRY_TYPE
USE_PERSON_COMMUNICATION
USE_PERSON_INDICATORS

USE_PERSON_NOTES
USE_PERSON_REF_NUMBERS
USE_PERSON_EMPLOYMENT

You can display or hide the Personal and Notes tabs using these parameters.

Set the Value to TRUE to display the tab, FALSE to hide it (or NONE in the case of EXAM_ENTRY_TYPE)

Note also that the Finance tab is visible only to users belonging to the QP_STUDENT_FINANCE LDAP group. See LDAP roles associated with the Quercus.

4

HOME_ADDRESS

WORK_ADDRESS

TERM_ADDRESS

MAILING_LABEL

These parameters determine which of the various student addresses (note that MAILING_LABEL is simply the term used for the mailing address) will appear on the Contacts tab.

Set the Value to TRUE to display an address, FALSE to hide it.

In the screenshot example above the home, term and mailing addresses are shown. The work address is hidden.

Additional parameters

Parameter

Parameter Code

Description

Use Student Amendment Request

USE_STUDENT_
AMENDMENT_REQUEST

Option to define if the institution wants to use the amendment request functionality (TRUE/FALSE)

Amendment Email

AMENDMENT_EMAIL

The email address used for any amendments made to a student’s modules

Use Change Own Password

USE_CHANGE_
OWN_PASSWORD

Option to define if the functionality to allow users to change their password is enabled (TRUE/FALSE)

Secure Notes

You can control which note types are visible on the Notes tab by using Quercus‘s Secure Notes functionality.

Secure Notes allows you to control the visibility of particular note types by associating them with LDAP roles. For example you may want a student’s finance notes to be visible only to users who are members of the Finance department’s QP_STUDENT_FINANCE LDAP group. This is shown in the illustration below.

Diagram Ref

Explanation

1

User viewing the student’s record does not belong to the Finance department LDAP group.

Therefore:

the Attendance Note is visible.

the Finance Note IS NOT visible

2

User viewing the student’s record belongs to the Finance department LDAP group.

Therefore:

the Attendance Note is visible.

the Finance Note IS visible

Also note that the Finance tab is visible in this example because only users belonging to the QP_STUDENT_FINANCE LDAP group see this tab. See LDAP roles associated with the Quercus.

Setting up Secure Notes

You set up Secure Notes through the Notes form in Quercus Classic Interface. You can associate each note type with an LDAP role. If you do this only users who are members of the role will be able to see note belonging to that note type.

To set up Secure Notes

1Log in to Quercus.

2Open the Classic Interface.

3Go to Records > Static Data Maintenance > Note Type.

4A list of Note Types is displayed.

5If you want to restrict the display of a note type, select the appropriate role in the LDAP Role column.

6Click the Save icon in the toolbar or press F10 to save the modified records.

Note: you must log out and log back in before the changes are visible in Quercus as your LDAP roles are cached for the duration of your current logged-in session.

Accessing Secure Notes

Whether or not you see a particular note type is determined by the LDAP groups you belong to. For example if a student’s finance notes are visible only to users who are members of the QP_STUDENT_FINANCE LDAP group then you must be a member of this group to see the finance notes.

To associate a user with LDAP groups

Condition: this procedure assumes:

you are using Oracle Internet Directory

you are using Quercus Gateway Control Centre

you have access to User Account Management

Some configurations may use different means to allocate users to LDAP groups.

1Login to Quercus Menu with administrator permissions and select CONTROL CENTRE.

2Select the Set-Up tab.

3Select User Account Management from the Basic option list.

4Select a user and open the user’s record for editing.

5Add or remove the appropriate LDAP groups to the user’s list of groups using the add and remove arrows located between the lists of groups.

6Click the Reset Groups button.

The user is now associated with the selected groups.