User Manual - Final - the David R. Cheriton School of Computer
Contents
1. Class Enrollment the process of selecting and enrolling in courses for a particular term via Quest prior to final date for fee arrangement having them approved and recorded with the Registrar s Office Some programs may require mandatory core courses to be entered by the Registrar s Office Class Number a 4 digit number that identifies a particular course component meet and class section e g 1597 LEC 001 1879 LAB 101 Component the term used to refer to the various parts of courses e g lectures labs tutorials etc Corequisite a course that must be taken concurrently if it has not been taken in a prior term Course a unit of study relating to a specific academic discipline and identified by a course subject name and number All course names have abbreviations e g Psychology 101 is often abbreviated to PSYCH 101 Course Abbreviation a maximum of five letters is used to identify course subjects Course Catalog the listing of courses which includes the description requisites terms offered and special notes Course ID Number the 6 digit number identifying the course leading Os are ignored Course Title the title of the course When searching for courses in Quest you may specify the course title under the description field Credential a degree diploma or certificate Credit see Unit Department a smaller subset within a Faculty such as the Mechanical Engineering in the Faculty of2. about all the features that are included in the Personal Portfolio component can be found in subsequent sections of this user manual 1 2 4 Menu Bar The menu bar as shown in Figure 1 is used to navigate to different parts of the system UW ACADEMICS FINANCES ADMISSIONS PROFILE ADVANCED HELP EXIT ENROLLMENT yee ENROLL IN CLASS GRADES PRE ENROLL FOR A FUTURE TERM TRANSCRIPTS COURSES Figure 1 Menu Bar 1 3 Conventions 1 3 1 User Assumptions Users of Quest are assumed to be at least one of the following e Prospective University of Waterloo students e Undergraduate University of Waterloo students e Graduate University of Waterloo students Users of Quest are expected to be registered with University of Waterloo i e are expected to have a valid Quest account which is authenticated by a Quest user name and a password Quest user name is a unique sequence of lowercase letter and numbers 8 or less in length that is usually composed of the first letter of the user s first name and the user s last name For instance a user with a name John Green would have a Quest user name jgreen In case the Quest user name formed using the aforementioned technique is taken a number is added after the first letter of the user s first name For instance Jane Green would have a Quest user name J2green since jgreen is taken by John Green Finally if the Quest user name formed using the aforementioned tec
3. can select the current date by LMC on Current Date 3 3 1 3 View and Modify Phone Numbers LMC the Phone Numbers tab to view a list of all the phone numbers that have been added 33 To add a phone number LMC Add a Phone Number box Select a phone type from the Phone Type dropdown box Enter a phone number in the Phone Number box Enter an extension in the Extension box Select if it is your preferred phone number Only one phone number can be dia SNS your preferred number 6 LMC the Save button to add the number to the list To delete a phone number LMC the Delete box next to the phone number you want to delete 3 3 1 4 View and Modify Email Address To view e mail addresses LMC E mail Address tab To edit your e mail address you must update it via https ego uwaterloo ca uwdir Update 3 3 2 Viewing Demographic Information To view demographic information 1 LMC View Demographic Information 2 All demographic information pertaining to you is displayed here Exception exists Exceptions 2 1 If Quest does not have all your demographic information some fields may be empty 3 3 3 Viewing Service Holds To view demographic information 1 LMC View Service Holds 2 All your service holds are displayed here Exception exists Exceptions 34 2 1 If you do not have any service holds no holds are displayed 3 4 Viewing Financial Information In order to view financial information LMC the Fi
4. enrollment appointment for 4 The Undergrad Enrollment Page displays the following information Session Appointment Number Start Date Time End Date Time and Unit Limits for the term for this session and for this appointment Exception exists 20 Exceptions 2 1 If you have not been enrolled into UW yet you do not see any terms 4 1 Fora future term an enrollment appointment may not be scheduled yet If this is the case a message is displayed telling you to check back another time 3 1 2 2 Enrolling in a Class Once you have a valid enrollment appointment you are able to enroll in classes for an upcoming term To enroll in a class 1 LMC Enroll in a Class to navigate to the Select Enrollment Term page 2 LMC the academic term that you need to add a class to The browser navigates you to the View My Schedule page Exception exists 3 If any classes have already been added to your schedule then you see a list of them here At the bottom of the page LMC the Add a Class link to navigate to the Add a Course page 4 In the box with columns subject class number and section you must enter the correct class subject class number and section in the text boxes to add the class that you want a LMC the subject box and enter the subject of the class that you want to add Alternative exists b LMC the class number box and enter the class number of the class that you want to add Alternative exists c LMC the section bo
5. not have any financial aid no information are displayed 3 4 1 3 Viewing Earnings To view your earnings 1 LMC View Earnings 2 A list of all your current and past enrolled terms are displayed Exception exists 3 LMC the term you are interested in seeing your earnings for 4 A detailed description of all your earnings is shown Exception exists Exceptions 2 1 If you are not enrolled in any term yet no terms are displayed 4 1 Ifyou do not have any earnings no information are displayed 3 4 1 4 Viewing Useful Links To view some useful links 1 LMC View Useful Links 2 A list of useful links are displayed such as links to Earnings Financial Aid OSAP and Graduate Student Award Regulations 36 4 0 Advanced Features 4 1 Homepage Personalization 4 1 1 Overview of Feature The personalized homepage allows you to customize what is displayed on the next page subsequent to logging in That is you are able to add custom widgets to the main Quest page Widgets can contain information and tools from various parts of the Quest system For example you can add a widget that contains your class schedule Quest is a very large system where depending on the user some features and tools are viewed and used more frequently than others The personalized Quest homepage enables you to customize what part of Quest they see first An example of a personalized homepage is shown below in Figure 14 The screen is divided int
6. 30AM 10 20AM SE 463 101 9 30AM 10 20AM 10 30AM 11 00AM ECE 354 101 fe kania Real time S Operating Systems sa aa TUT Tutorial 11 30AM MC Mathematics RCH Rod Coutts 8 Computer 4058 Hall 309 sawi 11 30AM SSES 12 20PM SE 302 001 ECE 354 101 12 00PM 11 30AM 11 30AM 12 20PM 12 20PM Figure 9 View Weekly Schedule Page Alternatives 2 1 You can enter the date alternatively by clicking the calendar icon and selecting the date from there Exceptions 6 1 3 1 3 Course Catalog and Schedule 24 If a period of time or date is selected where you are not enrolled in a class an empty schedule is returned Once the Academics Tab in the menu bar is selected LMC the Course Catalog and Schedule menu option to see a list of options for enrollment 3 1 3 1 Viewing the Course Catalog To view the course catalog 1 LMC View Course Catalog Select the academic institution from the Academic Institution drop down list shown in Figure 10 Enter the subject area abbreviation in the Subject Area box Alternative exists Optional Enter the catalog number in the Catalog Nbr box Select Exact Match or Wildcard from the Search Type drop down list Enter the term number in the Term box Alternative exists LMC Search Exception exists fa catalog number was entered only the specific course is displayed If there is NI OND Mm KR UV no catalog number all courses in the subject area specified are
7. Engineering Drop drops the course from your schedule Elective a course not specifically required for a degree but counting towards it to be chosen freely by the student either from within a specified group of courses or more broadly from courses offered anywhere across the University Enrollment Appointment a block of time during which you can enroll in classes before Open Enrollment begins for the term Applicable to continuing undergraduate students only Enrollment Capacity at the maximum number of students allowed to enroll in each section Enrollment Requirement Group a group of requisites for the course that restricts the course to certain students Enrollment Total the number of students currently enrolled in each section Faculty one of Math Engineering Arts Applied Health Sciences AHS Environmental Studies ES and Science Grade Point Average a direct calculation of student s unit weighted average using your numeric grades and the weight value of each grade in units Location indicates where the actual course takes place or if the courses is offered through Distance Education DE whether it is offered online WEB or not online HOME Major the area s of academic emphasis selected in either an Honours or a General plan Applicable to undergraduate students only Minor a group of approved courses taken by a student in an Honours or a four year General plan in a subject outside the ma
8. Modify Names LMC the Names tab and you are presented with a table for each of your preferred and primary names To edit your names follow the instructions in the Name Change Form You can retrieve this form by LMC Name Change Form 3 3 1 2 View and Modify Addresses To view and modify your address 1 LMC the Addresses tab and you are presented with a table containing your address information 2 LMC Change Mail and Home Addresses s to make the fields in the table editable as shown in Figure 12 Alternative exists 31 3 Enter your street addresses into the corresponding Address boxes At least one address box needs to have information required Enter your city into the City box required Enter your country into the Country box Enter the short form version of your province or state in the Province or State box required Alternative Exists 7 Enter your postal code or zip code Exception exists Enter the date the address change will take effect in the Date box 9 To add or change your country LMC Add Change Country From the lookup country page Dub Ce 1 Select the search criteria from the dropdown box Name or Description 2 Enter the description into the Description box or the country name into the Name box 3 LMC Lookup to search for results 4 If there are results LMC on one of them to select it and return back to previous page 10 LMC Save button to save your change Exception exists Countr
9. University of Waterloo Software Engineering Quest System User Manual Prepared By Francis lan Mendiola Anton Lopyrev Prabhdeep Gill Raheel Govindji as a part of SE 463 group project Fall 2008 Table of Contents Pre D el AA NA aan a maana nan pama Naaman Naa 5 1 0 Introduction aaa 1 1 Me TI de UC wd TEE 1 2 Basic Fedi O S a a a aaa aaa aaea aoaaa a a a EAE a aeaaea aasian REN DEE te E Me 1 2 2 Finances 1 2 3 Personal Portfolio LZ Menu Bari ANAN KALAN BAD nena NANA 1 3 CONVENTIONS uu aaanamanamaanansaaasaanunsaanunsaaanaaanunaanunmaaan 1 3 1 User Assumptions 1 3 2 Terminology 1 3 3 Abbreviations 1 3 4 Notational Conventions 2 0 e E Started EE 14 Ke AN EN AA 14 2 2 Help Mode aaa NAGKIKITA BAGA 14 3 0 BASIC USE CASES ANGAT 15 3 1 Viewing and modifying academics aaa 15 3 1 1 Undergraduate Pre Enrollment Course Selecton ENEE 15 3 1 1 1 Viewing Future Term Course Offerings 3 1 1 2 Pre enrolling for a Future Term ENEE 3 1 1 3 Viewing Future Term Course Selections ENEE 3 1 1 3 Viewing Pre enrollment Results 31 2 Enrollment An ose neat ama 3 1 2 1 Viewing Undergrad Enrollment Appointment mi 3 1 2 2 ONE EC 3 1 2 3 Viewing Class Schedules iniiai nidia 3 1 2 4 Viewing Weekly Schedule L 3 1 3 Course Catalog and Schedule 3 1 3 1 Viewing the Course Catalogue 3 1 3 2 Viewing the Schedule of Classes 3 1 3 3 Viewing the E
10. and Term Select the institution and term for which you want to search Then click Basic Search or Advanced Search to continue Institution University of Waterloo Term OU Required Field Figure 11 View Schedule of Classes Alternatives 3 1 If you do not know the term number LMC on the magnifying glass icon to search for the term number on the Term Lookup Page On the Term Lookup Page as shown previously in Figure 4 1 Select one of the three term identifiers from the Term drop down list Fall Winter Spring 2 Select the year from the Year drop down list 3 LMC the Lookup Button or Cancel to return back to the View Future Term Course Offerings Page 4 Ifthe Lookup Button was selected the Term box will automatically populate with the correct term number from the Term Lookup Page Exceptions 4 1 All required fields must be entered and must have valid values otherwise an error 6 1 is displayed If there are no results matching the search query a message saying No results were found is displayed and you can execute a new search 3 1 3 3 Viewing the Examination Schedule 27 To view the examination schedule 1 LMC View Examination Schedule 2 This links to the Registrar s page and a PDF file can be downloaded to see the examination schedule Exception exists Exceptions 2 1 The examination schedule may not be up yet 3 1 4 Academic Record Once the Academics Tab in the m
11. and enter the abbreviated subject area that you would like to search for For example CS Alternative exists LMC on the Search button to execute the search query A page returning all the courses for the subject area are displayed with the Course Number Title Units Instruction Mode and Campus 15 Course Offering Search Select Term and Subject Select the term and subject for which you want to search or use the OU to make a selection Click Search to continue Term 1095 Q Spring 2009 Subject Area CS OU Computer Science Required Field Search Figure 3 Course Offering Search To View All Future Term Course Offerings LMC the link View All Future Term Course Offerings This takes you to the following page http www adm uwaterloo ca infocour CIR SA uwpcshtm html Alternatives 2 1 If you do not know the term number LMC on the magnifying glass icon to search for the term number on the Term Lookup Page On the Term Lookup Page shown in Figure 4 I Select one of the three term identifiers from the Term drop down list Fall Winter Spring Select the year from the Year drop down list LMC the Lookup Button or Cancel to return back to the View Future Term Course Offerings Page 4 If the Lookup Button was selected the Term Box shall be automatically populated with the correct term number from the Term Lookup Page Ge a 3 1 Ifyou do not know the subject a
12. ber of courses you would like to pre enroll in by doing a LMC on either Add Row or Delete Row LMC Add Course within the row to add a specific course On the Add Course Page select the faculty from the Faculty drop down list A list of the courses being offered that term shall be populated in the Course Number drop down list Select the course you would like to enroll in Note To get the faculty and course number for the course see the View Future Term Course Offerings Section Under the Time of Day section LMC the radio button indicating whether you would prefer a Day or Evening Class or an Evening class Under the Campus section LMC the faculty you would prefer from the Campus drop down list LMC the Submit button to return back to the Add Courses Page with the course recently selected appearing in the row Select Cancel to return back to the Add Courses Page with no changes made Perform steps 5 10 until you have selected all the courses you would like to pre enroll in On the Add Courses Page rank all the courses selected from 1 9 under the Priority column to indicate which course is of most importance for you to enroll in Exception exists LMC on the Submit button to finish pre enrolling for the courses you selected in your table Exception exists To remove any pre enrolled courses you selected LMC the Remove Courses button Exception exists You shall be presented with the list of courses you pre enrolled in LMC t
13. displayed Information about the course s is are presented on this page Exception exists Course Catalog Search Search Criteria Enter institution and subject Catalog number is optional Academic University of Waterloo 3 Institution Subject Area CS OU Computer Science Catalog Nbr Exact Match Exact Match Term 1095 OU Spring 2009 Required Field A Figure 10 Course Catalog Search Alternatives 3 1 If you do not know the subject area abbreviation LMC on the magnifying glass icon to search for the subject area on the Subject Area Lookup Page 25 On the Subject Area Lookup Page as shown previously in Figure 5 1 2 6 1 Enter the full name of the subject area you are looking for For example Computer Science To return back to the View Future Term Course Offerings Page LMC the Cancel Button otherwise LMC the Lookup Button A list of subject area abbreviations will be returned that match your query If no subject areas match the search query a message saying No results found will be displayed and you may execute your search again LMC the subject abbreviation code that you want from the list to be returned back to the View Future Term Course Offerings Page with the Subject Area Box automatically populated If you do not know the term number LMC on the magnifying glass icon to search for the term number on the Term Lookup Page On the Term Lookup Page a
14. dvisors is shown for that term 3 1 5 Distance Education Once the Academics Tab in the menu bar is selected LMC the Distance Education menu option to see a list of options for enrollment 3 1 5 1 Viewing Changing Exam Schedule Details To view change exam schedule details 1 LMC View Change Exam Schedule Details 2 A list of your Distance Education courses appears along with the date time and location of your exam Exception exists 3 To change the exam schedule click the Change button that takes you to a PDF form to fill out for a request to change exam date time Exception exists Exceptions 2 1 If you do not have any Distance Education courses you get a page saying no information about this transaction you requested 2 2 Not all dates times and locations may be final therefore you may be told to check back again later 3 1 Not all courses allow for a change in exam date and or time 29 3 1 5 2 Viewing Materials Information To view material information 1 LMC View Materials Information 2 A list of all the materials for all Distance Education courses is displayed Exception exists Exceptions 2 1 Ifyou do not have any Distance Education courses you get a page saying there is no information about this transaction you requested 3 1 5 3 Viewing Assignment Information To view material information 1 LMC View Assignment Information 2 A list of all the assignment information for all Distance Ed
15. ed e LMC submit to log in After you have logged in you are directed to the main Quest page The Quest Login fields are shown in Figure 2 below Log on to Quest using your UWdir userid up to a maximum of 8 characters and password User ID up to 8 characters Password Submit Figure 2 Quest Login Fields 2 2 Help Mode When you are logged into Quest there is a Help button available situated at the top menu of the Quest interface When the Help button is clicked another window is opened containing relevant help content for the page you are currently on For instance if you are on the Academics page clicking on the Help button displays help content related to the Academic page such as definitions and what each feature under the Academic component does 14 3 0 Basic Use Cases The following section explains all the basic use cases of the Quest system 3 1 Viewing and modifying academics In order to view and modify academics LMC Academics Tab in the menu bar 3 1 1 Undergraduate Pre Enrollment Course Selection Once the Academics Tab in the menu bar is selected LMC the Pre Enrollment menu option to see a list of options for pre enrollment 3 1 1 1 Viewing Future Term Course Offerings To view future term course offerings l 2 3 LMC View Future Term Course Offerings LMC in the Term box shown in Figure 3 and enter the term number Alternative exists LMC in the Subject Area
16. ent is shown here o Enroll Request fees have not been arranged Full payment is expected at the specified deadline 10 o Fees Arranged fees have been arranged and payment is expected when the student has received funds e g from OSAP or scholarships o Coop student is on coop term Related Component 1 the second component of the course It begins with a 1 in the leading position of the class section number e g LAB 101 Related Component 2 the third component of the course It begins with a 2 in the leading position of the class section number e g TUT 201 Reserve Capacity the portion of a class enrollment capacity that is reserved for a particular group of students This designation appears on the schedule of classes directly beneath each section that has a reserve capacity assigned Schedule of Classes the online list of classes offered for a particular term with details such as times locations and instructors Section the 3 digit number that identifies a particular section of a course component meet e g LEC 001 Service Hold is a notice that may affect your use of Quest or your interaction with the University For instance if you owe fees or other goods or have committed an academic offence you may find a Hold placed on your account Holds may prevent you from receiving transcripts or enrolling yourself using Quest Session an invocation of Quest from the time a user signs on to the
17. enu bar is selected LMC the Academic Record menu option to see a list of options for enrollment 3 1 4 1 Viewing Grades To view your grades 1 LMC View My Grades 2 A list of all the terms you have been enrolled in is displayed Exception exists 3 LMC the term you would like to see your grades for Exception exists 4 The list of your courses for the term specified are displayed with Class Number Section Course Title Component Grading Basis Official Grade Units Earned Courses Attempted Units Taken Toward GP Units Passed Towards GPA Grade Points Current GPA and Cumulative Statistics Exception exists Exceptions 2 1 If you have not been enrolled into UW yet no terms are displayed 3 1 Clicking on a term that has not posted its marks yet results in an error page telling you when the marks will be posted for that term 4 1 Some courses may not have grades yet NR is displayed for these instances 3 1 4 2 Viewing Unofficial Transcript To view your unofficial transcript 1 LMC View Unofficial Transcript 28 2 Select your academic institution from the Academic Institution drop down list 3 Select your report type from the Report Type drop down list 4 LMC Go to generate your unofficial transcript 3 1 4 3 Viewing Advisors For Graduate Students only to view your advisors 1 LMC View My Advisors 2 LMC the term you would like to see your advisors for 3 A detailed description of your a
18. ersonalized homepage LMC Yes to continue Fach widget in the list is accompanied with a description indicating what part of quest you have chosen to display on your personalized homepage 4 1 2 2 Removing Widgets To remove a widget from the personalized Quest homepage 1 LMC on the X symbol in the widget that you wish to remove 2 Quest will ask you to confirm whether or not the widget should be deleted LMC Yes to continue 4 1 2 3 Adding Items to Widgets To add more items to a particular widget 1 LMC on Add Item option in the selected widget 2 Upon clicking on the Add Item option a prompt containing a list of items appear where one can then be selected and added to the widget 3 A pop up window appears asking to confirm whether or not the item should be added to the widget LMC Yes to continue 4 1 2 4 Moving Widgets between Columns To move a widget to a different column Left or Right 1 LMC and hold on the header of the widget that needs to be moved to a different column 2 Start dragging the widget by moving the mouse A dotted line then appears indicating the new place of the widget 3 When the dotted line represents the desired new location of the widget release the left mouse button 38 4 2 Enrollment Planner 4 2 1 Feature Overview The idea of the enrollment planner is to allow you to plan your enrollment for all future terms easily manage prerequisites and co requisites and track the fulfil
19. escribed in this user manual has some differences from the current system of Quest To begin with the new system has menu bars for navigation This allows a user to not have to click on links like Back to Academics page to get back to the Academics page With the new menu bar the user will be able to access any part of the Quest system without having to go back to a main home page Next this system has the login screen for Quest on the Quest home page This will save the user the inconvenience of navigating through various links to finally log in Also the new system is compatible with not just Internet Explorer but with other browsers as well that are mentioned in the document Furthermore the new system eliminates the need for a user to enter term codes like 1091 1095 etc Instead the user has the option to select Fall Winter and Spring from a dropdown list and select the year from a dropdown list as well This will make it more convenient for the user to select a term instead of memorizing term codes or having to look them up It helps save time for the user However if the user would still prefer to enter term codes then the option will still exist for the user to do so Finally the new system has two advanced features The first advanced feature is a personalized homepage that allows the user to add widgets to their home page such as class schedule and account summary The second advanced feature is an enrollment planner tha
20. exists 3 LMC the term you would like to see 19 4 A list of all the pre enrolled course selections are displayed Exception exists Exceptions 2 1 If there have not been any terms where pre enrollment was allowed no terms will are displayed 4 1 Ifyou have not pre enrolled in any courses for a specific term no courses are displayed 3 1 1 3 Viewing Pre enrollment Results To view pre enrollment results 1 LMC View My Pre Enrollment Results 2 LMC the term you would like to see results for Exception exists 3 A list of the Successful Course Enrollments with Subject Catalog Number and Section and Unsuccessful Course Enrollments with Subject Catalog Number and Error Message are displayed Exception exists Exceptions 2 1 If you have not pre enrolled in any terms you shall not see any terms to select 3 1 If the term has not done enrollment yet there are no results A message is displayed to you to check again another time after enrollment takes place for the term 3 1 2 Enrollment Once the Academics Tab in the menu bar is selected LMC the Enrollment menu option to see a list of options for enrollment 3 1 2 1 Viewing Undergrad Enrollment Appointment To view your UG enrollment appointment 1 LMC View Undergrad Enrollment Appointment 2 A list of all the terms that you have been enrolled in and will want to enroll in is displayed Exception exists 3 LMC the term you would like to see your UG
21. he checkboxes beside all the courses you would like to remove LMC on the Submit button to finish removing these courses from your pre enrollment courses 18 CS 341 v Day O Waterlod v Evening Figure 6 Add Course Page Exceptions 1 1 You can only Pre enroll for a future term during a certain designated time period approximately a week If you try to go to the Pre enroll for a Future Term during any other time you receive an error page stating the issue 1 2 You can only Pre enroll for a future term if you have room for electives for that term If you try to go to the Pre enroll for a Future Term when you have no electives you will receive an error page stating the issue 2 1 No courses will be displayed if you are not automatically registered in courses already by the registrar 12 1 There can only be one course associated with each rank 13 1 Attempting to pre enroll in a course that you do not have the pre requisite for results in an error An error message is displayed with the course s that failed to add A message containing any successful pre enrollment courses if any is displayed 14 1 The Remove Courses button becomes inactive if you have not pre enrolled for any courses yet 3 1 1 3 Viewing Future Term Course Selections To view future term course selections 1 LMC View Future Term Course Selections 2 A list of all the terms where pre enrollment was active are displayed Exception
22. hnique is longer than 8 symbols it is truncated to be exactly 8 symbols long For instance Stephen Chingalinga would have a Quest user name schingal and Sam Chingalinga would have a Quest user name s2chinga Quest password is a sequence of lowercase and uppercase characters and numbers 6 or more length 1 3 2 Terminology The following terms are used throughout the manual This list is taken from www quest uwaterloo ca help glossary html and has a few additions to it Academic Career Undergraduate or Graduate Academic Level o For Undergraduate current study term 1A 1B 2A 2B 3A 3B 4A 4B o For Graduate M for masters and D for doctorate PhD Academic Program a set of courses a number of which may be mandatory and of a specialized nature leading toward a particular degree option or minor Antirequisite a condition preventing enrollment in a course Audit If a student audits a course the student is allowed to participate in the course without being examined on its content Campus the campus indicates which institution offers the course Most courses are offered through the main University of Waterloo campus but some are offered through a University college such as Renison or in cooperation with another university such as WLU Wilfrid Laurier University Catalog Number the 3 digit number that identifies a particular course eg ACC 21 It sometimes has a single letter as a suffix e g FR 2524
23. ices that can be divided into three fundamental components Academics Finances and Personal Portfolio Each core component contains a number of useful features that provide students with the tools necessary to manage information and carry out essential tasks 1 2 1 Academics As the name suggests the Academics portion of Quest allows users to manage all areas applicable to their academic enrollment at the university For instance just to name a few the Academics section allows students to manage enrollment details view academic records and view course schedules More details about related to all the features included in the Academic component can be found in subsequent sections of this user manual 1 2 2 Finances The Finances component enables students to view all financial information regarding their enrollment at the university Through the Finances section you can perform functions such as viewing a comprehensive breakdown of enrollments fees obtaining information about your financial aids and more Additional details related to all the features included in the Finances component can be found in subsequent section of this user manual 1 2 3 Personal Portfolio The Personal Portfolio section has tools that allow students to manage their personal information Personal information can include personal details such as contact information demographic information and any service holds that may be tied to the student s account More details
24. ing Widgets between Columns EEN 38 4 2 Enrollment Planmesr 2 2 sccsscccncssesesnessesensnenenneseceneeesenseaeseensceneaeseneesenenssensensneneanenenenessenees 39 AZ Feature OVETVIEW a eisai anion naan T EAA 39 AZZ o Feature USA SC iscccstccraasincctziatesess tee aaa AK 4 2 2 1 Adding courses A 22 2 REMOVING Course NAE 40 5 0 Troubleshooting and Tipan aamiamiaiaaamamiha 41 5 14 Troublesbootng AGAR BRA 41 Soff Kr CN 41 6 0 Limitatio s aala AA AANAA AA AAANA 42 List of Figures Fig re 1 Menu Hubert EE 7 Figure Quest Login ields 2 aaa nenia r A E 14 Figure 3 Course Offering erter 16 Figure 4 Term Lookup Papa Aa ANG ee aoe dd INANG Ee 17 Figure 5 Subject Area Lookup Page eersten 17 Pipure 6 Add Course Pace nis ee ee 19 Figure 7 Course Search Pape eene eebe 22 Figure 8 Section Lookup Page ssssssssssssssssssssssssssussnunnnnnnnnnnnnnnnnnenennnnnnnnnnnnnnnntnnenneenonnnnnnnnnnnnnnnnntntnt 23 Figure 9 View Weekly Schedule Page een 24 Figure 10 Course Catalog Search aaa eene Aa 25 Figure 11 View Schedule Geesen kaaa 27 Figure 12 Change Address Eege Ee 32 Figure 13 Search State Province Paggana kana kakanan alahas 33 Figure 14 Personalized Homepage s sssssssssesesssssssessnnnnnnneseneennnnnssnnnnnnnnnnnnntnntnteennnnnnnnnnnnnnnnnnnnnnnt 37 Figure 15 Quest Enrollment Planner ssssssssssssssssssssssnnnrrrnnssssssnsssssnnnnnnnnnnnnnnnnneeeeennnnnnnnnnnnnnnnnnnnnnne 39 Preface The new system of Quest d
25. jor area Applicable to undergraduate students only Official Transcript a record of student s courses grades earned units obtained towards degree and more If graduate schools or employers require student s transcript an official transcript is usually required Open Enrollment during this period enrollment is open to all students this period is usually longer than enrollment appointments Option a specified combination or grouping of courses which provides a secondary emphasis in certain plans The emphasis may be in another academic subject or in a career oriented area Pre Enrollment the process of making course requests for future terms using Quest Faculties will make teaching plans using this course demand data Prerequisite the requirement s that must be met in order to be eligible to enroll in a course Prerequisites may include passed courses registration in a specific program or plan and an academic level or academic standing Primary Component the main component for the course It s the first component listed for every course and the class section number beings with a 0 e g LEC 001 Priority Enrollment for courses designated as priority enrollment preference in scheduling is given to students who require such courses to satisfy specific degree requirements Quest the name of the service Registered Status under student finances the status of their arrangement with the University for paym
26. lment status of your degree requirements To access this feature LMC Advanced gt Enrollment Planner in the menu bar The display of the Enrollment Planner feature is shown below in Figure 15 The screen is divided into two sections On the left the 8 terms from 1A to 4B are shown On the right there is a list of the degree requirements UW ACADEMICS FINANCES ADMISSIONS PROFILE ADVANCED HELP EXIT Enrollment Planner Degree Requirements Major Software Engineering ci tiv eer No electives 1B SCE PHYS 125 Societal Issues Communication PE LE SPAN 101 KH LE STV 202 Humanities Additional Course LE ANTH 101 3B LE music 101 Figure 15 Quest Enrollment Planner 4 2 2 Feature Usage 4 2 2 1 Adding courses To add a course to a specific term 1 Move the mouse pointer to the section of the screen that corresponds to the term of interest 2 LMC the Add Course button Exception exists 3 Upon clicking the Add Course button a prompt containing a course search form appears 39 4 Use the course search form to select a desired course Refer to the section on Enrolling in a Class for more information 5 Upon course selection a prompt appears stating whether or not the course satisfies any degree requirements LMC Yes to finalize course selection LMC Back to return to the course search form and return to step 4 Exceptions 2 1 You cannot add courses to past terms hence the Add C
27. nance tab in the menu bar 3 4 1 Viewing Account Information Once the Finance tab has been selected LMC Account Information 3 4 1 1 Viewing Account Summary To view your account summary LMC View Account Summary A list of all your current and past enrolled terms is displayed Exception exists LMC the term you are interested in seeing your account summary for Your balance is then shown and to see more detailed information LMC the Detailed Account Summary link Exception exists 5 Now a detailed account summary is shown showing your Status Tuition Fees Financial Aid OSAP Information and all Balances 6 For fee payment instructions LMC the Fee Payment Instructions link to be taken to a page that links to various banks and tells you how to pay your fees oe e Exceptions 2 1 If you are not enrolled in any term yet no terms are displayed 4 1 If you click on a term that has not calculated its fees yet no account summary information is shown yet You are told to come back a later time 3 4 1 2 Viewing Financial Aid To view your financial aid 1 LMC View Financial Aid 2 A list of all your current and past enrolled terms is displayed Exception exists 3 LMC the term you are interested in seeing your financial aid for 4 A detailed description of all your financial aid is shown Exception exists Exceptions 2 1 If you are not enrolled in any term yet no terms are displayed 35 4 1 If you do
28. o two sections On the left there are the widgets added by the user On the right there is a list of actions that control the widget list ACADEMICS FINANCES ADMISSIONS PROFILE ADVANCED HELP EXIT Quest Home Page Today s Schedule Nov 3 2008 x iQuest Personaliize Add Widget Change Theme Color 1 30pm 3 20pm ECE354 LEC DWE 3522 Enroll in a Course Click Add Item to Add Items to 3 30pm 4 20pm CS370 LEC MC 2017 Pre enroll for a Future Term Widgets Add Item Click and Hold on a Widget to Drag to Different Columns l I l l 4 30pm 5 20pm CS348 TUT MC 4042 View Unofficial Transcript Click X to Remove Widget l I I I View Account Summary View Financial Aid Names and Addresses Xx Add Item Service Holds x l Add Item Figure 14 Personalized Homepage 4 1 2 Feature Usage 4 1 2 1 Adding Widgets To begin adding custom widgets to the personalized Quest homepage 1 LMC on the Add Widget button located on the top right corner of the main Quest account page 37 2 Upon clicking on the Add Widget button a prompt containing a list of widgets appears where one can then be selected and added to the custom homepage 3 After selecting a widget LMC Add to Left button to add the selected widget to the left column or LMC Add to Right button to add widget to the right column 4 Quest will ask to confirm whether or not the widget should be added to the p
29. ourse button only appears on future terms 4 2 2 2 Removing Course To remove a course from a specific term 1 Move the mouse pointer to the section of the screen that corresponds to the term of interest 2 LMC the Remove Course button beside the course of interest 3 Quest will ask to confirm whether or not the select course should be removed from the selected term LMC Yes to proceed 40 5 0 Troubleshooting and Tips 5 1 Troubleshooting LMC the Help tab in the menu bar or press FI to be presented with a Help page that allows you to search for what you are having trouble with 5 2 Tips e Navigate using the navigation menu or the toolbar Avoid the use of Back and Forward buttons on the browser because you get a lot of dialog boxes asking if you would like to resend information Quest logs you out after 20 minutes so do not leave it inactive e Always save your work in case you get logged out due to inactivity 41 6 0 Limitations The system is available only from 1 00 am to 11 59 pm Eastern Time Monday Tuesday and Thursday through Saturday and 1 00 am to 6 59 am and 8 00 am to 11 59 pm Eastern Time Wednesdays Some changes take a few days to process or show up on Quest due to administrative policies such as approvals and sign offs Access to different functionalities of Quest depend on the user s access level 42
30. rea abbreviation LMC on the magnifying glass icon to search for the subject area on the Subject Area Lookup Page 16 Term Lookup Select a Term Fall v Year 2008 v Figure 4 Term Lookup Page On the Subject Area Lookup Page shown in Figure 5 l 2 Enter the full name of the subject area you are looking for For example Computer Science To return back to the View Future Term Course Offerings Page LMC the Cancel Button otherwise LMC the Lookup Button A list of subject area abbreviations is returned that match your query If no subject areas match the search query a message saying No results found will be displayed and you may execute your search again LMC the subject abbreviation code that you want from the list to be returned back to the View Future Term Course Offerings Page with the Subject Area Box automatically populated Lookup Subject Academic Institution UWATR Subject Area Description o Clear Figure 5 Subject Area Lookup Page 17 3 1 1 2 Pre enrolling for a Future Term To pre enroll for a future term l 2 3 NA 10 11 12 13 14 15 16 17 LMC Pre enroll for a Future Term Exception exists A list of the courses that you are currently enrolled in for the future term shall be displayed Exception exists LMC the Add Courses button On the Add Courses Page shown in Figure 6 Add Delete Rows to the num
31. s grades earned units obtained towards your degree and more Unofficial transcripts are for viewing purposes only and can be obtained through UW s online student information system Quest e User the person who uses Quest as defined in User Assumptions section 1 3 3 Abbreviations System UW University of Waterloo LMC left mouse click RMC right mouse click Application UG undergraduate GRAD graduate GPA Grade Point Average 1 3 4 Notational Conventions The following texts are used in the manual Times New Roman is used for normal text e Times Italics is used for emphasis and new terms in normal text e Times Bold is used for section names e Arial is used for page names e Arial Italics is used for drop down list values 12 Arial Bold is used for screen entities Arial Bold and Italics is used for keyboard keys Menu Item gt MenultemB is used to specify the menu item MenultemB in the menu MenuA 13 2 0 Getting Started 2 1 Sign on In order to begin using Quest you must sign on with a valid user account Typically your account credentials are assigned to you by the University of Waterloo For this particular example we will assume that your user name is j 2smith with password 56G9r2F The following are steps outline how to sign on to quest e Using your browser go to http www quest uwaterloo ca e You are presented with two input fields Type the user name and password you were assign
32. s shown previously in Figure 4 1 Select one of the three term identifiers from the Term drop down list Fall Winter Spring Select the year from the Year drop down list LMC the Lookup Button or Cancel to return back to the View Future Term Course Offerings Page If the Lookup Button was selected the Term box automatically populates with the correct term number from the Term Lookup Page Exceptions 7 1 8 1 All required fields must be entered otherwise an error is displayed to fill in the remaining fields If there are no results matching the search query a message saying No results were found is displayed and you can execute a new search 3 1 3 2 Viewing the Schedule of Classes To view the schedule of classes 1 LMC View Schedule of Classes 2 Select the institution from the Institution drop down list shown in Figure 11 3 Enter the term number in the Term box Alternative exists 4 LMC Search Exception exists 5 On the Class Search Page enter values for any of the following to execute your search Subject Area Catalog Number Description Course Component Course Career Session Campus and Location Code 26 6 All classes that match the search query are displayed with the following information Class Number Subject Catalog Number Section Description Units Component Status Available Wait Time Dates Room and Instructor Exception exists Class Search Select Institution
33. ss Schedule A list of all the terms you have been enrolled in are displayed Exception exists LMC the term you would like to see your class schedule for A list of all enrolled waitlisted and dropped classes are shown with the following information Course Name and Number Section Component Description Grading Option Units Status Schedule Instructor Location and Date ee Exceptions 1 1 If you have not been enrolled into UW yet no terms are displayed 3 1 2 4 Viewing Weekly Schedule To view your weekly schedule LMC View Weekly Schedule In the As Of Date box as shown in Figure 9 enter the date of the week you are interested in seeing Alternative exists In the Start Time box enter the start time in military time or with AM PM In the End Time box enter the end time in military time or with AM PM In the Display Options section select the days of the week you would like to see the weekly schedule for by selecting unselecting the checkboxes beside each day LMC Go to your weekly schedule displayed for the date and times specified Exception exists As of Date 1 29 2008 E Start Time 8 00AM End Time 10 00PN Go Week of 24 November 2008 30 November 2008 Time Monday Tuesday Wednesday Thursday Friday Saturday Sunday 8 00AM 8 30AM 9 00AM SE 463 101 Software Reqts Spec amp Analysis 9 30AM TUT Tutorial MC Mathematics amp Computer 4058 9
34. system until the time he she signs offs Specialization a specified combination or grouping of courses which provides a primary emphasis within a plan Status the status of a class may be open for enrollment if spaces are available otherwise it is closed Student ID a unique 8 digit number assigned to every student when they apply to the University Term is a particular 4 month period within which sessions are defined and fees are arranged It is also used with reference to work terms for students in the co operative system of study For undergraduate students an academic year is usually 2 academic terms if you are in the regular system of study in which full time students take 5 courses per term Fall F September to December Winter W January to April Spring S May to August 11 The breakdown of the 4 digit number for terms is as follows e The first digit is the century that is 1 means the 21S century e The middle 2 digits represent the year that is 08 represents the year 2008 e The last digit represents the first month of the term that is 1 represents January 5 represents May and 9 represents September e Unit the credit value associated with a course Unit weights are used in the calculation of averages for academic standing Most courses have unit weights of 0 5 but some have other weights such as 0 25 1 0 and 2 0 e Unofficial Transcript record of student s course
35. t allows you to plan your enrollment for all future terms to fulfill your degree requirements A more detailed description for both features can be found in the document 1 0 Introduction 1 1 Product Overview Quest is a system that allows current students to manage information and perform key tasks pertaining to their involvement at the University of Waterloo It comes equipped with a deep set of rich tools and features that enables the user to perform common tasks such as updating ones personal profile viewing academic records organizing ones academic schedule managing financial information and much more One of the notable observations of Quest is that it is a Web based service therefore it is available from any device that has access to the internet by navigating to the URL http www quest uwaterloo ca and signing in with a unique account Quest works with an ever growing list of browsers initially Internet Explorer Firefox Mozilla Safari and Chrome The University of Waterloo is a large institution composed of many students each one having both common and unique tasks concerning their enrollment at the university Providing students with an effective and user friendly service that encompasses the distinct needs of each student is important to ensuring a manageable and thus successful experience for all students at the University of Waterloo 1 2 Basic Features Quest is a large system that contains a wide array of serv
36. to return back to the Add a Course page Course Search Page Course Numbers Enter a description Algorithms 341 a 762 Figure 7 Course Search Page If you do not know the section then LMC the magnifying glass icon beside the textbox to search for the section The browser navigates you to the Section Lookup page On the Section Lookup page shown in Figure 8 1 LMC the section that you want to join 2 LMC the OK button to return back to the Add a Course page 22 Class Sections Find 1 2 of 2 Class Nbr Subject Catlg Nbr Sect Description Units Comp M 4277 cs 341 001 Algorithms 0 5 LEC Combined Section B Session Regular Time 11 30AM 12 50PM TuTh Room MC 2054 Dates 01 05 2009 04 03 2009 Instructor Shallit Jeffrey O Class Nbr Subject CatlgNbr Sect Description Units Comp 4278 cs 341 002 Algorithms 0 5 LEC Combined Section EE Session Regular Time 1 00PM 2 20PM TuTh Room MC 4021 Dates 01 05 2009 04 03 2009 Instructor Shallit Jeffrey O rina 120f2 Figure 8 Section Lookup Page Exceptions 2 1 You cannot add classes to previously attended terms 4 1 You will not be able to add the class if the section is full 5 1 Class will not be able to be added to your schedule if your schedule is full 5 2 Class will not be able to be added to your schedule if you do not have the pre requisites for the class 3 1 2 3 Viewing Class Schedule To view your class schedule LMC View Cla
37. ucation courses is displayed Exception exists Exceptions 2 1 Ifyou do not have any Distance Education courses you will get a page saying no information about this transaction you requested 3 2 Viewing Admission Information In order to view and modify academics LMC Admissions Tab in the menu bar 3 2 1 View Admission Offers To view admission offers 1 LMC View Admission Offers 2 A list of all the offers for all programs that you have been accepted to is displayed Exception exists Exceptions 2 1 If you do not have any admission offers a page saying no admission offers available is displayed 30 3 2 1 1 Accepting an Admission Offer To accept an admission offer 1 LMC Accept Offer next to a program of which you were offered acceptance 2 The Accept Offer that you clicked on changes to Offer Accepted to distinguish the program from the other offers The decision is finalized after the offer deadline Alternative exists Alternatives 2 1 If you LMC on another Accept Offer this becomes the newly accepted offer The decision is finalized after the offer deadline 3 3 Viewing and Modifying Personal Profile In order to view and modify personal profile LMC Personal Profile Tab in the menu bar 3 3 1 Viewing and Modifying Contact Information The contact information section has a tabular menu system which changes the content of the page based on the currently selected tab 3 3 1 1 View and
38. x and enter the section number for the class you want to add Alternative and Exception exists 5 LMC the Add button to add the class to your schedule Exception exists Alternatives Aal If you do not know the subject then LMC the magnifying glass icon beside the textbox to search for the subject you want The browser navigates you to the Subject Area Lookup page On the Subject Area Lookup page as shown previously in Figure 5 1 In the search box type in words that relate to the subject that you are interested in For example type Computer Science to find the subject CS 2 LMC the Search button to search for the subject name Sch 4 b 1 4 c 1 3 Ifresults were found a list of subjects is populated in the list box next to the search box LMC the appropriate one and LMC the OK button to return back to the Add a Course page If you do not know the class number then LMC the magnifying glass icon beside the textbox to search for the class number you want The browser navigates you to the Course Search page On the Course Search page shown in Figure 7 1 In the search box type in words that relate to the class that you are interested in For example type Algorithms to find the class number 341 2 LMC the Search button to search for the class number 3 If results were found a list of numbers are populated in the list box next to the search box LMC the appropriate number and LMC the OK button
39. xamination Schedule 3 1 4 Academic Record enee a 3 1 4 1 Viewing Grades iiinis 3 1 4 2 Viewing Unofficial Transcript ENEE SR e 3 1 5 Distance Education sek 3 1 5 1 Viewing Changing Exam Schedule Details a 3 1 5 2 Viewing Materials Information ENEE 3 1 5 3 Viewing Assignment Information ENEE 3 2 Viewing Admission Information aaaaamaaaansanansanansaaannra 3 2 1 View Admission Offers aa BAGA AA 3 2 1 1 Accepting an Admission Offer 3 3 Viewing and Modifying Personal Profile ss sssssssusunsununnununnunnnnununnununnununnunnnnnnnnnunnnnnnnn 3 3 1 Viewing and Modifying Contact Information 3 3 1 1 View and B kel dE 3 3 1 2 View and Modify Addresses ENEE 3 3 1 3 View and Modify Phone Numbers EEN 3 3 1 4 View and Modify Email Address ENEE 34 3 3 2 Viewing Demographic Information ENEE 34 3 3 3 Viewing Service Holds a DN AA GANG 34 3 4 Viewing Financial Information aaaaaaaaaansanansanansaanunran 35 3 4 1 Viewing Account Information 3 4 1 1 Viewing Account Summary 3 4 1 2 Viewing Financial Aid eee 3 4 1 3 Viewing Earnings esses 3 4 1 4 Viewing Useful Links een 4 0 Advanced Features stees ergeet 37 4 1 Homepage Personalization sssssssssssssunsununnununnununnununnnnunnununnunnnnunnnnunnnnnnunnannnnnnnnnnnnnnnnnnn nnna 37 4 1 1 Overview of Feature ulunan nananana NANANA AA 37 4 1 2 Feature Usage 42T Adding Wid EE 4 1 2 2 ROMOVINE Widgets eieiei 41 2 3 Adding Items to Widgets 4 1 2 4 Mov
40. y Canada Add Change Country V Home Address 1 V Mailing Address 2 Address 3 Address 4 City Scarborough County Postal e Province Ki Date changes will take effect 11 29 2008 Save Figure 12 Change Address Page Alternatives 2 1 If no address exists LMC Add a new Address to view the editable address fields 32 2 2 Select if this address is either Mail or Home by LMC on either or both of the checkbox s at least one must be checked 2 3 Follow steps from above 3 9 as above 6 1 To search for a province state LMC on the magnifying glass icon next to the province box On the Search state province search page as shown in Figure 13 1 From the first dropdown box select either to search by State province or Description 2 Enter the state province in the State province box or the description in the description box 3 LMC Lookup to search for matching results Exception exists 4 Ifresults were found LMC one of them to select that value State Advanced Lookup Figure 13 Search State Province Page Exceptions 3 1 Results may not be found based on your search criteria 8 1 Use the calendar to select a date 1 Select the month from the Month dropdown box Alternative 2 Select the year from the Year dropdown box 3 LMC ona date on the calendar to select a day Alternative Alternatives 1 1 Use the arrow icons to change the month 3 1 You
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