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Improve user experience through simplified navigation: pivot grid tiles & fluid dashboards

Presented at RECONNECT 20

Driven to explore and utilize more delivered functionality and improve processes, BJC took our production support team’s PeopleSoft experience to the next level. Our production support team navigates to dozens of PeopleSoft pages and processes dozens of hires, transfers, and additional jobs on a daily basis. The pages used are located under various menus and the delivered manage hires page provides limited information. We created a “manage hires” query with the details we needed and used it as a source for a Pivot Grid with stats and a link for processing the hire. We also identified the most frequently used pages and created a fluid navigation collection tile. We tied it all together through a new dashboard accessible to the production support team. This change centralized their navigation and provided more detailed information to filter manage hires and easily identify potential data integrity issues.

Show how we utilized delivered PeopleSoft functionality to provide an enhanced user experience to optimize navigation and provide statistical information for daily operations.

Demonstrate how to:

Include a drilling url in query

Pivot Grid Wizard

Create a Navigation Query Link

Create a Fluid Navigation Collection Tile

Create a Dashboard

The entire project was created using configuration, no technical development.

Conclusion: Centralize navigation and provide statistical information and quick links to daily operations using delivered functionality through configuration.

Presented by

Jen Matlock, BJC Healthcare

Tanya Oliphant BJC Healthcare

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Improve user experience through simplified navigation: pivot grid tiles & fluid dashboards