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OAKS Training Online
 
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AR 201: Customer Maintenance
Class Materials

Format/Link Last Revised Title
Link 03/12/07 Course description
WBT 12/20/07 Web Based Training Course
Is Your Computer Ready for OAKS Training?
Word PDF 04/05/07 Course Summary
Word 12/20/07 L1, Topic 1: Quick Steps: General Information Page
Word 12/20/07 L1, Topic 2: Quick Steps: Quick Customer Create
Word 12/20/07 L2, Topic 1: Quick Steps: Maintaining Customers
Word 12/20/07 L2, Topic 2: Quick Steps: Creating Contacts
Word 06/27/07 Job Aid: Account Signs
Word 08/09/07 Job Aid: Clearing Internet Cache Files
Word 08/29/07 Job Aid: Common OAKS Financials Inquiries
Word 06/21/07 Job Aid: Creating SpeedTypes
Word 03/06/08 Job Aid: Financials Agency Month-End Checklist
Word 01/31/08 Job Aid: How to Minimize your Search Results
Word 07/17/07 Job Aid: How to Run a PS Query 
Word 07/18/07 Job Aid: How to Run FIN Reports
Word 09/27/07 Job Aid: OAKS Automatic Batch Schedule
Word 07/25/07 Job Aid: Password Reset
Word 07/12/07 Job Aid: Retrieving OAKS Reports

Using these links

When you click a link for a Word, PDF, PowerPoint, Simulation, or Excel file you'll see a pop-up window which asks if you want to open, run, or save this file. You need to run or open the file, so click Open or Run.

When you open a Simulation this pop-up is followed by a second pop-up which tells you that the publisher could not be verified. This is expected, you still want to run the file. Click Run again.

Once you've opened the Simulation you see a PeopleSoft User Productivity Kit window. Use the Outline frame, on the left side, to find the simulation you want to use. Click the small plus sign (+) next to a title to display more of the outline; you may need to click the plus sign for more than one title to find the simulation you want to use.

More instructions for using an OAKS Simulation are found in the How to Use OAKS Simulations and Environments job aid and in these web-based courses:

 

For HCM users: Introduction to Human Capital Management beginning on this page

 

For FIN users: OAKS in a Nutshell for FIN, Lesson 3



These course materials pages link to the most up-to-date published version of training materials. The last revision date for each item is shown above.

Check the Updates to Training Materials page to find out what's changed since you looked at specific materials

Go to FIN Class Materials home page

Go to OAKS Training Online home page

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