Quercus User Guide<>

Quercus Home screen

Accessing the Home screen

The Home screen is displayed after you log in.

You can return to the Home screen at any time by clicking the Quercus logo.

Function of the Home screen

The Home screen displays links to the Quercus functions that are available to you.

Quercus can be configured so that you see only the functions that you need on the Home screen.

Quercus configured for a system administrator with access to all available modules

Quercus configured for a clerical staff member with access to specific modules

» To see how you would customise the screen to look like the example on the right see Customising the Home screen for a specific user group.

Setting up buttons on the Home screen

Home screen buttons are Smart Links

All buttons on the Home screen are examples of Quercus‘s Smart Links. Smart Links can also appear in the right-hand panel on any screen of Quercus.

Smart Links are links which can take the user to:

other areas of the Quercus software

any other useful internal or external web address (e.g. your institution’s intranet home page; the Home screens of HESA or UCAS)

They are called Smart Links because:

when you go to another Quercus application you won’t need to log out and log in again

you will only see a link if you have permission to access the application in question

if the link takes you to another screen within Quercus your database context will be maintained — that is the information displayed on the destination screen will relate to the particular record you were reviewing when you clicked the link (see Smart links)

Maintaining Smart Links

You add or remove Smart Links from the Smart Link component through the Smart Links option on the Set-Up screen.

You must have the correct administrator-level permissions in order to access the Set-Up options and set up the links.

When you set up a link you associate the link with:

a specific area of Quercus

in this case the Home screen of Quercus

specific users

by associating the link with one or more LDAP groups

To edit Smart Links

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

2Select Set-Up.

3Select Smart Links.

4From the Family pick list select the area of Quercus for which you want to edit Smart Links.

To edit the Smart Links associated with the Quercus Home screen select Quercus Top Menu or Quercus Main Menu.

The Top Menu links are the ‘portrait’-orientated links in the top third of the screen. The Main Menu links are the ‘landscape’-orientated links in the bottom two-thirds of the screen,

5Click Search.

A list of the Smart Links that may appear within the selected region is displayed.

Note: not all of these links will appear for every user who accesses the Home screen. The links that an individual user sees will depend upon his or her LDAP settings.

6Either:

click the Edit icon to edit a link

choose one of the link maintenance options in the Tasks panel.

» For further information how to set up and customise Smart Links see the Smart Links User Guide.

Customising the Home screen for a specific user group

Scenario

You want to give ordinary users of the system access only to the Students, Courses, Modules, User Guides, Organisations and Calendar and News screens (these screens are automatically enabled for all users).

You want to give clerical administrative staff access to the following modules:

CampusIT Connect

Classic Interface

Reporting

Discoverer Plus

custom link to the HESA web site

You do not want to show these links on the Home screens of non-admin users and you want the linked sites to appear in pop-up windows.

Required appearance of the screen for non-admin users

Required appearance of the screen for clerical users

Customisation procedure

The customisation procedure consists of the following steps:

1ensure that your LDAP grouping structure will support the desired associations

2ensure that the correct users are members of the appropriate LDAP groups

3create the Smart Links and associate them with the appropriate LDAP groups

These steps are discussed below.

To ensure that your LDAP grouping structure will support the desired associations

You associate a Smart Link with an LDAP group via the User Role field. You can associate a Smart Link with several roles by separating the names with colons as shown in the example below.

To ensure that the correct users are members of the appropriate LDAP groups

Follow the procedure described in To allocate LDAP access permissions replacing the references to the QP_ LDAP roles with the roles you have created.

To create the Smart Links and associate them with the appropriate LDAP groups

Follow the procedures described under Maintaining Smart Links. Ensure that:

you enter the correct LDAP role in the LDAP Role field

the links which need to appear in pop-up windows use the javascript:popupURL('http://www.someurl.com/');
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