Quest User Manual -- KCMRB done
Contents
1. 10 Quest v2 0 User Manual 3 2 Personal Information The Personal Information area is where all of your personal information is stored such as your name mailing address and emergency contact information 3 2 1 View Personal Information To navigate to the Personal Information area from the Quest home page click on Personal Information in the sidebar The following information is displayed e Student Number e First Name e Last Name e Email Address e Phone Numbers e Emergency Contact e Service Holds 3 2 2 Edit Personal Information To navigate to the Edit Personal Information area from the Quest home page click Personal Information in the sidebar followed by Edit Personal Information in the main area Home gt Personal Information gt Edit Personal Information 1 On the Edit page you can change your personal information by updating the information in the text field adjacent to its respective label You can edit e Email Address e Phone Numbers e Emergency Contact Note An item that appears grayed out and cannot be edited such as Student Number and Name 11 Quest v2 0 User Manual When finished updating your personal information click the Save Changes button If you do not click Save Changes your updated information are not saved A particular field is not updated if its text field is left blank or if it is unaltered At any point on the Edit page you can revert all the fields to their old values b2. Finances ome gt Finances Term spring 2009 ii AM ccount Information Academics 7 View My Financial Aid Pay Fees Help Outside of Quest Fee Payment Instructions View My Earnings Financial Aid Home Page OSAP Home Page Graduate Student Award Regulations Figure 3 2 Navigate to Account Summary A summary table showing the total fees for the term aid received and payments made is shown at the top of the Account Summary page Below that is a table detailing all of the individual fees including a description and amount for each fee For optional fees a checkbox is shown under the Opt Out column Checking the box for a fee opts you out of that fee and the page refreshes to show your new total in the summary as illustrated in Figure 3 3 Quest v2 0 User Manual Finances Account Summary Home gt Finances gt Account Summary Term Spring 2009 v Summ Personal Information u Academics Fees Due 1234 00 Finances f Aid Received 234 00 Payment Received 0 00 Help Log Out Total Due 1000 00 pay Fees Fees Description Amount CDN Opt Out Fee that cannot be opted out of shitloads Fee that can be opted out of but chosen not to bsomesuch d Fee that has been opted out of flots Another fee Another fee Another fee O Another fee L Another fee Another fee a Total sum Aid Description Amount CDN Big Bad Scholarship shitloads Bursary bsomesuch Other Aid flots Other Aid Other Aid Tota
3. Service Hold Home gt Academics gt Service Hold Term Cannot generate report Service hold in effect Personal Information please contact Quest Support quest support uwaterloo ca Academics Figure 3 5 Service Hold Error within Academics 13 Quest v2 0 User Manual 3 4 Academics 3 4 1 Manage Classes To navigate to the Manage Classes area from the Quest home page click on Academics in the sidebar followed by Manage Classes in the main area Home gt Academics gt Manage Classes The Manage Classes page displays a list of classes and Actions for Adding or Dropping classes Figure 3 6 A class is composed of a Subject Number and Section can be modified by changing the values of the dropdown box A class may appear grayed out if no action can be performed on it or the selected term is in the past Academics Manage Classes Home gt Academics gt Manage Classes Term Spring 2009 Action Subject Number Section Possible Personal Information dd Course MP2 PHYS M 231 M 001 Drop One Academics Select Action Finances View Available Courses Help Log Out Figure 3 6 Manage Classes Courses you have been enrolled in show up automatically with No Action selected in the Action column The only other option for those courses is Drop Course as shown in Figure Sy Action Subject Number Section Possible Drop Course PHYS EN 001 Figure 3 7 Drop Course An extra row is shown at the bottom
4. account Whenever you leave your computer it is a good idea to log out of Quest in case another person uses the computer while you are away To log out simply click the Log Out link found in the sidebar as shown in Figure 2 2 Home gt Welcome Term spring 2009 4 W Personal Information Academics Finances Figure 2 2 Log Out Link 2 3 Help The Help link on the sidebar is available to assist with your tasks when signed into Quest Simply click on the Help link and a new window appears with context sensitive help In the new window you can read about the features in the area that you are currently using If this help information does not answer your question please contact Quest Support quest support uwaterloo ca Home gt Welcome Term Spring 2009 A W Personal Information Academics Figure 2 3 Help Link Quest v2 0 User Manual 2 4 Time Out In the event that Quest has been left inactive for 30 minutes you are logged out automatically This automatic log out is referred to as a Session Time Out and helps ensure that no one can access your information if you inadvertently forget to logout of Quest as illustrated in Figure 2 4 JavaScript Your Quest session has timed out Please log in to continue f OK Figure 2 4 Session Time Out To log in again refer to Section 2 1 2 5 Navigation Quest is divided into three areas Personal Information Academics and Finances You c
5. session In other words a particular term remains selected when navigating to different areas The particular term remains selected until you log out or select a different term Quest v2 0 User Manual 3 Modes of Operation 3 1 Finances The Finances area allows you to pay your fees and view your account summary This area contains useful external links including fee payment instructions and the Web site for OSAP Ontario Student Assistance Program 3 1 1 Outside of Quest In the Finances area the Outside of Quest section has links to the University pages for fee payment instructions viewing earnings financial aid and graduate student award regulations as well as the OSAP home page Navigate to the Finances area by clicking Finances in the sidebar and resources located outside Quest are listed under the Outside of Quest heading as illustrated in Figure 3 1 Finances Home gt Finances Term Spring 2009 Account Information Personal Information Academics Account Summary Finances Pay Fees Outside of Quest Fee Payment Instructions View My Earnings Financial Aid Home Page OSAP Home Page Graduate Student Award Regulations Figure 3 1 Links Outside of Quest Quest v2 0 User Manual 3 1 2 View Account Summary To navigate to the Account Summary area from the Quest home page click Finances in the sidebar followed by Account Summary in the main area as illustrated in Figure 3 2 Big Shiney Header of some
6. Manual If grades for a particular term are not official there is no academic standing recorded for that term Following the information for each term is a list of career long achievements such as e Non course milestones such as the English Language Proficiency Requirement e Awards and scholarships received Non Course Milestones September 30 2005 English Proficiency Completed December 01 2005 Workplace Hazardous Materials Completed August 30 2006 Work Term 1 Completed August 30 2006 Work Report 1 Completed April 30 2007 Work Term 2 Completed April 30 2007 Work Report 2 Completed August 30 2007 Work Term 4 Completed August 30 2007 Technical Presentation Completed December 30 2007 Work Term 3 Completed Scholarships amp Awards _ 2005 2006 University of Waterloo President s Scholarship Figure 3 12 Non course Milestones and Awards For Engineering co op students each completed work term report is displayed as a non course milestone and grouped under the term in which it was completed as an appropriately weighted course Work term reports are not included in any grade point average calculations When attempting to view your unofficial transcript you may encounter an error message stating Cannot generate report service hold in effect Refer to Section 3 3 for more information 17 Quest v2 0 User Manual 3 4 3 View Grades To navigate to the View Grades area from the Quest ho
7. OU e E o e 2 SE CC E AP 3 iM OPA We E seca gaggia chang basenale anceGuaeaweaveoaeonasaieenseauaeienene 3 a OCA OU e a RE 4 2o AOD A 4 o E On O ei 5 23 NAMCO ala 5 A E O ee 5 gt Modest Oo aloe ee seen 7 31 P O a E S resonates ees 7 Solel OW EO OB amas 7 3 1 2 View Account Summary eee iii 8 A Par TOE aene NERSTELETEPEPEEEFEPNENSEERPS 10 3 2 Perona normado Neutro 11 521 View Personal Informatio acacia 11 32 2 Edit Personal Information eene ea ESEE SEEE EE SEa EESE EEE 11 5 SEIVICO NO e ee ee ee nes ne serien nenn 12 SL VION WCC TOUS nenne nenn ee 12 A eee ear re ee eer ee a ee ee eee eee 14 Sl M BEGI S ooo 14 342 View Unofficial TranscrpPtajnnisomiaia noia engen 15 3A VEW G OE ee en ee nee Ceac 18 344 VIEW Avallable NE Se Seen ernennen 20 545 Browse Core CI 0 Eee 22 4 Advanced easier iaa ios 23 4 1 Export Documento PDP radica 23 4 2 EXDBOrt calendar to AMLO N nennen 23 111 Quest v2 0 User Manual 1 Introduction 1 1 Overview Quest is the University of Waterloo s student information system It serves as a portal for you as a student to e Provide the University with your personal information e Pay tuition and fees and examine your financial account status e Enroll in classes and view your class schedule The information within Quest is private and confidential protected under the Freedom of Information and Protection of Privacy Act FIPPA 1 2 Terminology TERM A four month period of academic stud
8. Quest v2 0 User Manual SE 463 Assignment 5 Group members Brad Bushell Robert Hicks Karen Liu Catherine Mittelholtz Matthew Read bbushell rhicks k27liu chmittel mread 20148329 20194649 20198412 20208155 20205740 Quest v2 0 User Manual Preface We sought to improve the Quest user experience by reducing the overall number of screens a user must navigate and adding several new features First and perhaps most noticeable is the drop down list for selecting terms By default the current term is selected and the user can switch to a different term simply by selecting it from the list without needing to navigate back several screens In the Finances section we have added the ability to opt out of optional fees by marking a checkbox instead of requiring students to seek reimbursement We also added several common methods of online payment In the Academics section we have unified the add and drop courses screens into a single Course Management screen that helps students manage what they re taking The course searching system has also been improved with a revised layout and the ability to use keywords Finally we have added the ability for students to export their fee lists timetables enrollment appointments and transcripts to a number of popular formats including PDF and XML Quest v2 0 User Manual Table of Contents LE MAA diia 1 LI COVE Want airis ee eee 1 1 2 TVA ONO piedad ee does 1 Lo GVON ea 2 LA
9. an jump from one area to any other via the three links on the left side of the page Within an area you can use the breadcrumbs near the top of the page to navigate back to a higher level Personal Information Academics Home gt Academics gt Manage Classes Finances i 2 5 1 Selecting a Term Selecting a term is vital to how you interact with Quest With the exception of the Pre enrollment and Unofficial Undergraduate Transcript pages the content of each page is specific to the term in the sidebar The default term selected is the current term When viewing a course schedule for example the displayed schedule corresponds to the term selected in the sidebar Quest v2 0 User Manual Home gt Academics Term Spring 2009 Spring 2009 Spring 2009 Person re ae Fall 2008 Spring 2008 Figure 2 5 Selecting a Term By selecting a term in the past you are able to view financial information personal schedule and so on for each previous term For example if you want to view your financial information for the term of Fall 2008 you can e Select Fall 2008 term from the Term drop down list in the sidebar e Navigate to the Finances area using the sidebar OR e Navigate to the Finances area using the sidebar e Select Fall 2008 term from the Term drop down list in the sidebar Each method results in viewing your financial information for the Fall 2008 term The selected term is persistent for the entire Quest
10. e course contents under each of the corresponding course codes 20 Quest v2 0 User Manual Suhl Ps cs Number Location Waterloo M Cambridge Y Distance Ed Tai Days Mo Mon Y Tuc Y Wed Y Thu M Pri Time Y Daytime Y Night Keywords Show only courses can take wout special permisos Seat Car Results Description calor Name of course Waterkan In this arca the course s description from Cambridge MWF the Course Calendar is printed ht DE typically explains what the course about and lists the topics covered Mechanics Wetrko TBA Daytime Brief review of Lisesnatica Particle dynamics work energy conservaci n of energy Conservation of lineas momentum collisions rotational kinematics and dyearrecs conservation of angular momentum Equilibrium of students intending to concentrate thear i Figure 3 15 View Available Courses In View Classes for Pre enrollment you are not able to change the term Pre enrollment is only applicable for the term after the next upcoming one For example if it is currently Fall 2008 the pre enrollment courses that show up are for the Spring 2009 term On the View Classes for Pre enrollment page you can search using criteria such as subject location offered Notice that there are fewer options than there are in the View Available Courses page Figure 3 16 shows an example for a search in Pre enrollment In this example a search was performed for classes on any campus of the Unive
11. isplays the current information for the page Big Shiney Header of some sort Welcome to Quest 2 0 Welcome screen with notifications for upcoming important dates expected downtime etc Term rai 2008 Personal Information Academics Finances Figure 1 1 Quest Layout 1 4 Outline The remainder of this manual is dedicated to explaining how to use Quest Section 2 describes logging on and other features important to the entirety of Quest Sections 3 and 4 explore the basic and advanced features of Quest respectively Each section is divided into the Quest areas Academics Finances and Student Information where appropriate Quest v2 0 User Manual 2 Getting Started 2 1 Logging In Before you can use the features in Quest you must first log in In order to log in you need to enter your user ID into the User ID text field and your password into the Password text field in the centre ofthe Log In page and click the Log In button as shown in Figure 2 1 User ID enter your User ID here Password enter your password here 4 Flog In Figure 2 1 Log In Page Your user ID and password are assigned and emailed to you when you are first officially registered as a student If you are unsure of your user ID or password please contact Quest Support quest support uwaterloo ca Quest v2 0 User Manual 2 2 Logging Out Logging out from Quest is very important to ensure that others cannot gain access your
12. l sum Payee Figure 3 3 Account Summary A table detailing financial aid is at the bottom of the Account Summary page The table includes a description and amount for each aid item This table as well as the summary table is accompanied by a link to the Pay Fees page and an Export to PDF button Refer to Section 3 1 3 below for more information on the Pay Fees page and Section 4 1 for more information on exporting to PDF Quest v2 0 User Manual 3 1 3 Pay Fees To navigate to the Pay Fees area from the Quest home page click on Finances in the sidebar followed by Account Summary in the main area followed by Pay Fees in the main area Home gt Finances gt Pay Fees m At the top of the Pay Fees page a summary table showing the total fees for the term aid received and payments made is shown Figure 3 4 Below that are links for making payments The Credit Card link leads to a form where you can enter your credit card details and specify a payment amount The PayPal link redirects you to a payment page at PayPal com Finally the Bank Payment and Cheque links redirect you to the University s instructions for making such payments Finances Pay Fees Home gt Finances gt Pay Fees Term Spring 2009 v Summary Personal Information Academics Fees Due 1234 00 Finances Aid Received 1234 00 Payment Received 0 00 Help Log Out Total Due 0 00 Payment Options Bank Payment Credit Card PayPal Figure 3 4 Pay Fees
13. me page click Academics followed by View Grades in the main area illustrated in Figure 3 13 Academics Home gt Academics Term Spring 2009 D Personal Information Enrollment Future Enrollment Academics Manage Classes Pre Enroll Finances View Available Classes View Classes for Pre Enrollm 5 Schedul Grades amp Tr ipts Log Out ules rades anscrip View P nal Schedul View Enrollment Appointments View Course Catalog Lontside Ouest Figure 3 13 View Grades Your grades for courses that were taken in the term you selected after log in are displayed listing the following components e Each class taken and its corresponding grade Grade Point average for the term Term statistics on grade point units e Cumulative statistics on grade point units 18 Quest v2 0 User Manual Academics My Grades Home gt Academics gt My Grades Term ran 2008 JE Course Section Title Component Grading Grade Benna Personal Information BIOL 2 Academics 39 001 Genetics LEC Numeric 66 0 50 Finances CS 343 002 Concurrency LEC Numeric 68 0 50 CS 457 002 Performance Evaluation LEC Numeric 67 0 50 Help Math 119002 Calculus 2 for Engineering LEC Numeric 73 0 50 Log Out sp 382 oo Human Computer LEC Numeric 81 0 50 Interaction Term Statistics Courses Attempted Units Taken Toward GPA Passed GradePoints Current GPA 2 500 2 500 177 500 71 000 Cumulative Statistics Taken Toward GPA Not Taken Toward GPA Passed GradePoints C
14. nroll Finances View Available Classes View Classes for Pre Enrollm Help i Los Out Schedules Grades amp Transcripts View Personal Schedule View Enrollment Appointments View Course Cataloog outside Onect Figure 3 10 View Unofficial Transcript 15 Quest v2 0 User Manual A processing screen appears while your unofficial undergraduate transcript is generated with a progress bar indicating time until completion Your transcript is displayed in chronological order with each term listing the following components e Each class taken and its corresponding grade e Grade Point Average e Total credits earned e Academic standing Academics Unofficial Transcript Home gt Academics gt View Unofficial Transcript Term Fall 2005 Fall 2008 Program XX XX XXX XX XXX XX XXX XX XXX XX XXX XXXXX XX XXX XXXXX XXX Personal Information Academics Course Description Attempted Earned Grade Finances Units cs 133 Developing Programming Principles xxxx 0 50 xx Help I Out MATH 115 Linear Algebra for Engineering xxxx 0 50 xx MATH 117 Calculus 1 for Engineering xxxx 0 00 XX Notes XXXXXXXXXXXXXXXXXKXXXXXXXX MATH 135 Algebra for Honours Mathematics xxxx 0 50 xx PRYS 115 Mechanics xxxx 0 50 xx SE 101 Introduction to Methods of xxxx 0 25 xx Software Engineering TERM GPA XX XX TERM TOTALS xxxx 2 25 Academic Standing XXXXXXXXX Export to PDF Figure 3 11 Unofficial Undergraduate Transcript 16 Quest v2 0 User
15. of the page by default empty except for the Action 14 Quest v2 0 User Manual column with Select Action selected as shown in Figure 3 8 The only other option for the action is Add Course which when selected allows you to fill out the rest of the row for the course that you want as shown in Figure 3 9 Action Subject Number Section Possible Select Action Figure 3 8 Default Row Action Subject Number Section Possible Add Course bio v Number Figure 3 9 Adding a Course After you have selected actions and filled out the information you can click the Apply Changes to carry out the actions or Cancel to reset the form If errors occur when you try to apply changes information is shown in the Possible column Drop One indicates that you have too many courses already and need to drop a course in order to take the new one The No option indicates that you cannot take the course without completing a course override Course overrides are not part of Quest speak to your academic advisor if you wish to complete a course override 3 4 2 View Unofficial Transcript To navigate to the View Unofficial Transcript area from the Quest home page click on Academics in the sidebar followed by View Unofficial Transcript in the main area under the Grades amp Transcripts section as illustrated in Figure 3 10 Academics Home gt Academics Term spring 2009 P EEE Enrollment Future Enrollment Academics Manage Classes Pre E
16. p www adobe com products acrobat readstep2 html 4 1 Export Document to PDF Quest offers a feature to export several relevant documents to PDF portable document format for ease of printing and emailing including Account Summary Home gt Finances gt Account Summary Unofficial Transcript Home gt Academics gt View Unofficial Transcript Grades Home gt Academics gt My Grades To export a document from the Quest home page first navigate to the document Scroll down to the bottom of the document click the Export to PDF button Your browser should handle the download accordingly 4 2 Export Calendar to XML or Cal You can export your personal schedule in XML or iCal formats To export your personal schedule first navigate to your Personal Schedule by clicking Academics in the side bar followed by Personal Schedule in the main area Click the Export to XML button or Export to iCal button to download your personal schedule in XML or iCal format respectively Your browser should handle the download accordingly 23
17. rsity of Waterloo or Distance Education DE in the subject of Physics The results of this search are displayed with a small description of each of the course contents under each of the corresponding course codes 21 Quest v2 0 User Manual Academics Pre Enrollment Home gt Acedemics Pre Enroll Term spring 2009 JR You may pre enroll in a maximum of 2 courses next term Personal Information Course Preferences Academics Subject Number Location Tine Finances pes 4 EN Wanerioo Campos Cayenne 8 west i 100 i Distance Edeca os ma bl Help Mic Available Courses For Pre Enrollment Save Crowes Cancel Log Out Figure 3 16 Pre enrollment 3 4 5 Browse Course Catalog The Course Catalog is located outside of Quest It is posted online at http www ucalendar uwaterloo ca COURSE index html and is for you to search through and read about all of the courses that are offered atthe University of Waterloo The Course Catalog does not however necessarily say when each of the courses is offered Some departments put which terms they usually offer that course but not all departments do this For a more definite idea of if a specific course is offered in a given term you can search for itin Quest using the instructions in Section 3 4 4 22 Quest v2 0 User Manual 4 Advanced features Note You require Adobe Acrobat Reader to view PDF files Acrobat Reader free and is available for download at htt
18. umulative GPA 13 500 3 260 12500 956 250 70 833 Export to PDF Figure 3 14 My Grades Alternatively you can change the term for which grades are displayed by selecting a new term as explained in Section 2 5 When attempting to view your grades you may encounter an error message stating Cannot generate report service hold in effect Refer to Section 3 3 for more information 19 Quest v2 0 User Manual 3 4 4 View Available Courses In the Academics area you can also view the courses that are offered in any given term There are two different types of course lists that you can go to from the Academics page in Quest 1 Click on the View Available Classes link under the Enrollment section to search the courses being offered in the current term or previous terms that have passed 2 Click on the View Classes for Pre enrollment link under the Future Enrollment section to look at the list of courses that the various departments of the university plan to offer for the future term In View Available Courses you may select any of the terms in the drop down list described in Section 2 5 On the View Available Courses page you can search using criteria such as subject day of the week and time offered An example search is shown in Figure 3 10 In this example a search was done for classes at any time and any day of the week in the subject of Physics The results of this search are displayed with a small description of each of th
19. y clicking the Reset button If you click the Reset button all of your unsaved changes are lost 3 3 Service Holds A service hold prevents you from accessing portions within the academic section of Quest There are two types of service holds Academic service holds and Financial service holds A financial service hold is placed on your account if you have unpaid tuition or unpaid fines An academic service hold is placed on your account if you have not met your program requirements or you have committed an academic offense 3 3 1 View Service Holds To navigate to the Service Holds area from the Quest home page click on Personal Information followed by Service Holds in the main area Home gt Personal Information gt Service Holds m If you have a service hold associated with your account it is listed in the main area as illustrated in Figure 3 4 Service Holds ation gt Service Holds e Service Hold 1 Text describing the service hold including the reasons for it restrictions imposed and who to contact about it Be Service Hold 2 Text describing the service hold including the reasons for it restrictions imposed and who to contact about it EE Figure 3 4 Viewing all Service Holds 12 Quest v2 0 User Manual If you have a service hold on your account you will receive a message when navigating to the academics area It provides contact information that can help rectify the situation Error
20. y or co operative work term experience The University of Waterloo uses the following term schedule Fall September through December Winter January through April Spring May through August AREA A section of Quest that groups related functionality Quest is divided into the following areas Academics tasks for managing courses and enrollment Finances tasks for managing fee information and financial aid Personal Information tasks for managing personal account information SERVICE HOLD An indicator specifying that you are not able to interact with portions of Quest A service hold may be put on your Quest account by the Registrar due to unpaid fees or academic offenses Holds may prevent you from enrolling in classes or viewing your grades Quest v2 0 User Manual DISTANCE EDUCATION DE A Distance Education course is presented online or through other media such as audio disc You do not have to be on the University of Waterloo campus to take a DE course 1 3 Layout The Quest layout is designed to make it easy to tell where you are inside Quest and navigate between areas The numbered points refer to the labeled sections in Figure 1 1 1 Sidebar Contains the Term drop down list and links to the Quest areas 2 Navigation Trail Displays a list of links for each page that corresponds to the links followed to get to that page The list of links can be referred to as Breadcrumbs 3 Main area This area changes and d
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