Quercus User Guide<>

Quercus screens


Quercus screens fall into the following main categories:

menu screens

list screens

clickable charts

data record screens

Each type of screen has its own, particular, set of features. These are described below.

Menu screens

Menu screens provide the entrance point to a particular set of functions. They consist of a set of Smart Links which are sometimes arranged into sub-groups of related functions.

The links you see on a menu screen will depend upon which LDAP groups you belong to and the access model which is use in your institution. For this reason the ‘same’ menu screen may appear differently to different users (see Configure your Home screen so that you see only the links you need).

The example below is the Interaction menu screen.

Search screens

Search screens allow you to search for, and list, records of a particular kind. For example:





Search screens consist of two components:

a search filter

a list of records which is returned after you have used the filter

These are described below.

Search filters

A search filter allows you to specify which records you are looking for. You select the appropriate criteria by choosing from the options.

Many of the filters have a More Options check box which, if you check it, shows additional filter options.

For example, when you are browsing module records on the Modules tab in Quercus Menu you can filter the list of modules by using the options shown in the Session and Status list.

In the example above we have also entered a text string in the Module field. This further restricts the list to modules with names that contain the string.


The screen below shows a list of applications.

You can usually perform operations on the list items. The operations you can perform are indicated by orange buttons. The most common buttons are:

view record

edit record

select record

delete record

If you click a button a new screen will open allowing you to perform the selected operation.

Clickable charts

Clickable charts provide a way of viewing information which needs to be segmented into a range of categories. For example, applications which need to segmented according to processing stage, or statutory returns which need to be segmented by degree of completeness.

Clickable charts can take the form of bar charts or pie-charts.

If you click on a segment of the chart, like a bar or a pie slice, you will be taken to a list of all the items in the relevant category.

Record maintenance screens

Many Quercus screens allow you to maintain the various records that make up the database. For example there are screens that let you maintain:

course records

records of interactions with students

details of Quercus users

statutory returns details

All of these screens work in the same way.

Subject tabs

Information is organised under subject headings and each of these headings is assigned to its own subject tab as shown below. In this example, Course information has been split under the tabs of Properties, Entrance, Awards, Documents and Instances.

Information panels

Some subjects are split further into information panels. In the example below, the Properties tab is split into three panels: Course, Fields Of Study and Course Director.

Note that these panels have controls such as Add and Save which apply only to the Panel itself rather than to the whole screen. So in the screen below, if you clicked the Save button in the information panel highlighted in green, it would not save the changes you have made inside the panel highlighted in red.

Record header

Many records contain a panel of information which is displayed at all times above the subject tabs. This is known as the record header. The record header displays the key information which uniquely identifies the record and other information which it is important to see at all times when editing the record.

Adding or deleting records

You add or delete a new record by choosing an option from the Tasks panel in the right-hand column of the screen. Options which appear in the Tasks panel apply to records as a whole.

Contrast this to options which appear inside the information panels which apply only to the information inside the information panel.

The Tasks panel shown in the screenshot below would allow you to:

add a new course

copy the MSc English Literature course

delete the MSc English Literature course

close the MSc English Literature course

add notes which apply to the MSc English Literature course

Note that each of these options applies to the course as a whole.