USER MANUAL - Pinellas County Schools
Contents
1. then press lt ENTER3 gt to process the updates Panel Messages Messages from the computer program appear at the bottom of the panel stating things such as a record cannot be found an action is completed or if the system is unable to complete your command On query panels the message RECORD LIMIT MET PRESS lt PF7 gt or lt PF8 gt displays because the system can only read so many records at atime Press lt PF7 gt to continue the search backward or lt PF8 gt to continue the search forward in the records It is recommended that you limit your search by keying specific selection information above the dashed lines GENERAL USER MANUAL 2 4 TERMS 12 14 98 General Screen Information PF F Keys Presented in the table below are the actions and or functions assigned to the PF F keys by TERMS Only the PF Keys specified at the bottom of a panel are available and active for that particular panel KEY ABBREVIATION ACTION Displays the HELP panel that corresponds to the cursor s current position EXT HELP Only active from a HELP panel Displays an EXTENDED HELP panel EXIT Returns to a menu or exits a HELP panel REFRESH Clears a Data Entry panel to allow entry of new records or restarts the same query BKWD Pages backward one page NXT PAGE 1 Displays the next page of a multiple page panel 2 In some instances the F9 key can be used to display the next logical panel to be used2. gt PASSWORD IS CHANGED ENTER 2 Key the letter of the desired menu GENERAL USER MANUAL 12 14 98 TERMS 12 14 98 Changing Your Password Introduction NOTE Make up a six character system password alpha and or numeric to sign on both to the AS 400 and to the TERMS system application DO NOT begin the password with a number and DO NOT key more than six characters We recommend keeping the AS 400 and TERMS passwords the same For the AS400 Password has expired Password must be changed to continue with sign on request Press lt ENTER gt to change your password Change Password Password last changed xx xx xx Key choices press lt ENTER gt Current password New password New password to verify For TERMS REKEY NEW PASSWORD TO VERIFY CHANGE GENERAL USER MANUAL Press lt ENTER gt 1 Key your current password in the CURRENR PASSWORD field then press lt TAB gt Key your password in NEW PASSWORD field and press lt TAB gt Re key your new password in the NEW PASSWORD field TO VERIFY Key your OLD password in the PASSWORD field Key your new password in the NEW PASSWORD field this field is in the Re key your new password and press lt ENTER gt Introduction TERMS REQUEST accepted repeat steps 1 2 and 3 until accepted Sign Off Procedures 1 Press the lt PF12 gt key until you return to the AS400 SIGN ON panel 2 Pre
3. NTY SCHOOLS CFRDC WYLBUR Text edit STUDENT SYSTEMS BUSINESS SYSTEMS TEST SYSTEMS and submit CFRDC Time Sharing Option CFRDC VIRTUAL MACHINE CMS NERDC APPLICATIONS MENU DIRECT ACCESS TO THE NWRDC CLMENU TAB gt to the SELECT field if your cursor doesn t automatically put you there 2 Key PINTERMS and press lt ENTER gt GENERAL USER MANUAL Introduction TERMS AS400 Menu 1 2 System Subsystem Display DP17514851 C COPYRIGHT IBM CORP 1988 1993 Key in your AS 400 User ID e Do not press lt ENTER gt lt TAB gt to PASSWORD and key in your secret AS 400 password e For first time users of the system you will be prompted to change your password NOTE See Changing Your Password in this chapter e If you make a mistake keying your password backspace using the BACKSPACE key to the beginning of the PASSWORD field then rekey your password The AS400 password will be forced by the computer to change every 90 days The TERMS password is not forced to change but it may be simpler to keep them the same See Changing Your Password in this chapter e NOTE Make up a six character system password alpha and or numeric which you will use to sign on to the AS 400 and to TERMS DO NOT begin the password with a number and DO NOT key more than six characters GENERAL USER MANUAL 12 14 98 TERMS Introduction 3 Press lt ENTER gt The TERMS mai
4. TERMS GENERAL USER MANUAL PINELLAS COUNTY SCHOOLS MIS The School Board of Pinellas County Florida 301 4 St SW Largo Florida 33770 User Support Help Desk 843 588 6060 2 4 97 Table of Contents Chapter 1 Introduction lestes aeei DEE Typographical Conventions eee e e e e Ke K e Sign on een TI Eed TERMS Menu Changing Your Password Sign off Procedures sese BEEN Chapter 2 Getting Started TERMS Panel Layout ce ceeeeeeeeeeeeeeee eee Ee e Program JE eege Panel Field ee E PEN EE SECUTI ase ar RE RT deR aR H eE E Dashed and Underscore Lines Panel Messages e ee ee en le Be EE Exiting F3 Help E E GENERAL USER MANUAL Chapter 1 Introduction 12 14 98 INTRODUCTION Welcome to the TERMS General User Manual This manual is intended for the general use of all TERMS systems The purpose is to guide all TERMS users in the general functions such as Signing on Signing off and other Panel functions TERMS is the acronym for the TOTAL EDUCATIONAL RESOURCE MANAGEMENT SYSTEM The TERMS system consists of the Finance system and the Human Resource HR system and other related sub systems This system was designed for Florida schools and is currently in use by many school districts GENERAL USER MANUAL 1 1 Introduction Typographical Conventions TERMS Before beginning to work with the TERMS System it is important to understand the te
5. USER MANUAL 2 6 TERMS 12 14 98 General Screen Information F101 PANEL ABT BUDGET PLAN QUERY CNTR 5148 YEAR TYPE SELECTIONS THEN ENTER LEDGER FUND FUNC OBIT CNTR PROJ SUBP PRGM Data entry fiel z A LEDGERTTFYPE LENG ATTR A THIS KEY DATA ELEMENT IS USED TO SPECIFY THE TYPE OF LEDGER RECORDS WHICH ARE TO BE QUERIED ACCEPTABLE VALUES ARE EXPENDITURE LEDGER R REVENUE LEDGER IPF2 EXTENDED HELP 3 EXIT 7 BKWD S FWD xiting lt F3 gt the HELP panel You must press lt F3 gt to exit the help panel mode Note If the help text in the help box is not clear and this manual does not clarify it for you contact the Help Desk GENERAL USER MANUAL 2 7
6. for data entry ESCAPE Steps you back through the major menus to AS 400 sign on panel GENERAL USER MANUAL 2 5 General Screen Information TERMS Using HELP lt F1 gt Pressing lt F1 gt when you are on a non data entry field displays general information about the panel or if you are in between fields the message No help available might display F101 PANEL A01 BUDGET PLAN QUERY CNTR 5140 YEAR 9 TYPE SELECTIONS THEN ENTER LEDGER _ AMT1 ANT2 __ ND FUNC OBJT CNTR PROJ SUBP PRGM THE BUDGET PLAN QUERY PANEL IS A TERMS QUERY WHICH IS USED FOR COMPARING THO BUDGET AMOUNTS BASED UPON CONTROL CONDITIONS THIS COMPARISION WILL YIELD A PERCENTAGE DIFFERENCE BETWEEN THE TWO AMOUNTS THE SELECTED FIGURES CAN BE PLANNED DOLLARS PRIOR YEAR BUDGET AMOUNTS ACTUAL EXPENDITURES OR COMBINATIONS OF ANY TWO AMOUNTS THE BUDGET PLAN QUERY DISPLAYS THE TOTAL OF THE RECORDS DISPLAYED ON THE PANEL THESE TOTALS WILL ACCUMULATE WHEN PAGING FORWARD o PF3 EXIT 7 BKWD S FWD Pressing lt F1 gt when you are on a data entry field displays specific information about that field including the field LENGth if it is required demand field REQuiring keying information and if the field is alpha and or numeric ATTRibute If the panel is a multi line entry panel you must be on the first line to receive specific field information otherwise you will get general panel information 12 14 98 GENERAL
7. n menu panel should then appear 12 14 98 GENERAL USER MANUAL LS Introduction TERMS TERMS Menu 1724795 EDUCATIONAL DATA RESOURCES INC 8 32 60 TOTAL EDUCATIONAL RESOURCE MANAGEMENT SYSTEM TUTETITLTITTT EEEEEEEEEE RRRRRRRRR MMM MMM SSSSSSSSS TTTTTTTTTTTT EEEEEEEEEE RRRRRRRRRRR MMMM MMMM SSSSSSSSSSSS RRRR RRRR MMMMM MMMMM 5555 ssss TTTT EEEE RRRR RRRR MMMMMMMMMMMMMM ssss TTTT EEEEEEEEEE RRRRRRRRRRR MMMM MMMM MMMM ssss TTTT EEEEEEEEEE RRRRRRRRR MMMM MM MMMM ssss TEIT EEEE RRRR RRRR MMMM MMMM ssss TTTT EEEE RRRR RRRR MMMM MMMM ssss ssss TITT EEEEEEEEEE RRRR RRRR MMMM MMMM SSSSSSSSSSSS Tutt EEEEEEEEEE RRRR RRRR MMMM MMMM SSSSSSSSS ae ON PLEASE TYPE See DISTRICT 52 YEAR 95 USERID DP17 PASSWORD TYPE THE LETTER OF THE MENU YOU WISH TO USE Jf FINANCE B HUMAN RESOURCE C STUDENT D FACILITIES NEW PASSWORD PF1 HELP 3 EXIT 12 ESCAPE SIGN ON ACCEPTED ENTER REQUEST TERML DP1751 Your cursor automatically goes to the PASSWORD field NOTE The Center and User ID automatically display however District users must key in 0000 in the CENTER field 1 Key in your password and press lt ENTER gt e For first time users of the system you are prompted to change your password PASSWORD IS SPACES ENTER 1 Key your new password in the new NEW PASSWORD PASSWORD field and press N REKEY NEW PASSWORD TO VERIFY CHANGE 1 Re key your new password and OR press lt ENTER
8. ou are on panel A02 and you wish to go to panel A04 you must first position your cursor at the PANEL field key A04 and press lt ENTER gt NOTE In Finance system you do not have to key the zero 0 in the panel field If you remain in the same menu such as the A menu the A does not have to be keyed Panel ID The Panel ID identifies the specific menu selections within the system components GENERAL USER MANUAL 2 2 General Screen Information ERMS Security Your sign on ID and the security assigned to it determines what menu panel selections you can access It also determines if you can access centers other than your own Normally you can only view records from your own cost center GENERAL USER MANUAL 12 14 98 General Screen Information TERMS 12 14 98 Dashed and Underscore Lines The dashed line is a broken line indicating division between the key data elements or demand fields above the dashed line and records of information fields shown below the dashed line e Ona data entry panel you must complete the fields above the dashed line and press lt ENTER gt before completing the fields below the dashed line if not all responses you keyed below the dashed line will be lost Underscores are solid lines indicating key data element fields the length of the line indicates the size of the field e Always key information on the underscore line in a data field
9. rminology and typographical conventions used in this document CONVENTION BOLD CAPS Italic text lt KEYBOARD KEY gt Key 12 GENERAL USER MANUAL DESCRIPTION The name of a panel or data entry field For example A 15 REQUISITION QUERY Keying instructions For example Key in PAOS Unless otherwise noted characters should be keyed exactly as shown The keyboard key to be pressed is enclosed in brackets For example lt ENTER gt The word Key is used in place of the word Type 12 14 98 TERMS 12 14 98 Sign On Procedures Introduction You will go through several different panels in order to access the TERMS software The procedures are arranged in the order you sign on starting with the Central Florida Regional CFR main menu Initial Menu CFR Menu 08 21 04 Jan 19 Cemtra i Florida NEED gt USF Academic Computing Help Line Terminal TP1I18480 Regional Data Center 974 1222 4 1ACC FAX 974 1790 HELP gt USF Administrative Computing Help Line 974 1236 4 1ADM gt PCSB HELP LINE 588 6060 KKK BE SURE THAT REPORTS OR DISKETTES CONTAINING CONFIDENTIAL Re INFORMATION ARE STORED OR DISPOSED OF IN A SECURE MANNER SE CLMO30I INITIAL DISPLAY Select gt STUDENT BUSINESS PINCICST CFRWYL CFRTSO CFRVM PINNEWS NERMENU NWRMENU 1 2 3 4 3 6 il E W PINELLAS COUNTY SCHOOLS PINELLAS COUNTY SCHOOLS PINELLAS COU
10. ss the lt Alt gt and System Key lt SYS RQ gt at the same time e For PC users Follow your disconnect procedures 3 Key LOGOFF when the blank panel appears and press lt ENTER gt 1 8 GENERAL USER MANUAL 12 14 98 Chapter 2 Getting Started 12 14 98 TERMS Panel Layout The panel below is used as an example to explain the TERMS panel layout se L CNTR HERR Underscore line Dashed line ee FO FWD F12 ESCAPE PLEASE TYPE KEY ELEMENTS TERMS Panel Colors only for PC s with color the following colors are for PC COM connections your color scheme may be different White Information items and what you can access Blue Information that is display only Green Areas into which you key information GENERAL USER MANUAL 2 1 General Screen Information TERMS 12 14 98 Red Errors Program ID In the Human Resource system this field is not currently used In the Finance system this is the program name which is executed when the panel is used In the Finance system the F signifies the Financial component of the TERMS system The remaining three numbers are the remainder of the program ID The Program ID and the Panel ID must be given to the help desk when you call to request help Panel Field The PANEL field allows you to jump from panel screen to panel If you know the Panel ID you do not have to go to a menu For example if y
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