Working with Forms and People in Colleague

Performing searches in Colleague on forms and people

Ellucian Colleague offers the convenience of being able to search for forms or people. It is integral that you note the symbol beside the search field.

  • If the highlighted icon next to the search bar resembles a person you are searching for individual records; typing in a form name will generate 0 results.

An example of the toolbar with the person icon circled.

  • If the highlighted icon next to the search bar resembles a file folder you are searching for forms; typing in a record's name will generate 0 results.

An example of the form search, with the file folder icon circled.

Adding a Form to Favorites

Open the form. Click on the star beside the form name at the top of the form.
An image of a colleague window where the Favorite star is circled.

A window will appear. You can organize your list of favorite forms into different folders. Click New Folder to create a new folder. Choose the appropriate folder from the Add to Folder drop down box. Click Add to add the form to your Favorites.
An example of the form to fill out when adding a Colleague Form to your Favorites list.

Accessing a Favorite Form

  1. Access your favorites by clicking on the star at the top left of your Colleague session.
  2. Click the name of the form.
  3. Click on Open.
    An image showing how to access a favorite form, with 1 from above located next to the favorite star, with 2 from above next to the favorited form, and 3 from above being next to the open link.

Adding a Person to Favorites

When the person is in the context card, click on the star to the right of the context card at the top of the screen.
An example of a Colleague window with the favorite star circled.

A window will appear. You can organize your list of favorite people into different folders. Click New Folder to create a new folder. Choose the appropriate folder from the Add to Folder drop down box. Click Add to add the person to your Favorites.
An example of the form to fill out when adding a person to your favorites list. The add link is circled.

Accessing a Favorite Person

  1. Access your favorites by clicking on the star at the top left of your Colleague session.
  2. Click the name of the person.
  3. Click on Open.
    An example of the screen and method to add a person to your favorites, with 1 from above the favorite star, 2 from above being the person on the screen, and 3 from above being labeled as the Open link.

Details

Article ID: 78197
Created
Mon 5/13/19 11:48 AM
Modified
Mon 11/18/19 8:56 AM
Internal or External
External