FAQs and Reminders for PeopleSoft 9.2 and REX Finance Post Upgrade Hints and Helps

We are almost a week into the implementation of PeopleSoft Finance 9.2.  THANK YOU ALL for your patience as the glitches and bumps in the upgrade have been smoothed out.

Financial Services and DoIT have created a handy FAQ guide to help users resolve some of the access issues in both 9.2 and the REX Finance Reporting platforms.  We will post these and update with new tips in TAP for easy reference.  To receive email updates from the REX and 9.2 update pages in TAP, click on the Watch link.  It is the eyeball icon located in the top right corner of all TAP pages. 

To expedite any issues in 9.2 or REX Finance, please include the full navigation path and parameters (and error if one is generated) or a screen shot attachment within the RT ticket so we can recreate and research the problem.  There are now dedicated RT links for 9.2 and REX Finance Reports.

NOTE:  We are still scheduling 9.2 Trainings.  Please visit the Training page on the UMBC portal to schedule a session

 

HELPFUL HINTS AND FAQs:

●     Use the most current version of your internet browser, especially if using Chrome to avoid performance/other issues in 9.2.

 

●      If you can’t run REX reports because the drop down menus are non-responsive, make sure you are using the most up to date version of Internet Explorer.

 

●      In cases where the system navigates you outside of the WorkCenter, the Navigator Bar (located on top right hand corner of any page, which looks like a compass will bring up a right hand side menu) can be used to quickly pull up the WorkCenter tiles - instead of going to the Homepage first. The Navigator can be used to access pages, too, in addition to the tiles.

●      When working from within a WorkCenter, to expand your view on the central page, click on the << icon in the top right hand corner of the WorkCenter navigation pane (on the left hand side). This will hide the WorkCenter navigation. To bring it back, click on the >> icon that took its place while hidden.

 


 

 

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