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1. Introduction

  • Course objectives

2. Getting Started

  • What is ConnectCarolina
  • Managing your internet session recommendations
    • Managing your browser pop-up blockers
    • Turning off the browser cookies
    • Clearing your cache
    • Don’t use the Browser Back Button

3.Accessing ConnectCarolina

  • Signing on /Signing off
  • Understanding ConnectCarolina Security
    • Never leave your workstation unattended – love your desktop
    • Do not share your password
    • Do not let someone use your Onyen
  • Changing your password
    • Password strength
  • How ConnectCarolina access is managed
    • by journal entry type, including security by role and by type of data (such as by fund and account),
    • by type of action (such as approving compared to creating)
  • Requesting new user access
  • Requesting a change in user access

4. Navigating ConnectCarolina

  • Understanding the ConnectCarolina Home Page
  • Understanding the Navigation Header
    • Home
    • Viewing your Worklist
    • Add to Favorites
    • Sign out
    • New Window
    • Help
  • Main Menu – Sort, Expand, Collapse
  • Navigating Using Breadcrumbs
  • Navigating the Workspace
    • Sections
    • Tabs
    • Common icons
    • Checkbox
    • Drop Down List Box
    • Fields
    • Insert/Delete Rows
    • Links to other pages
    • Using the keyboard to navigate
    • Save
  • Customizing a View
  • Accessing Recently Used Pages
  • Managing Your Favorites
    • Adding favorites
    • Editing favorites
    • Deleting favorites
  • Working in multiple sessions
  • Accessing ConnectCarolina Help
    • Online help file
    • CCInfo
    • Online training
    • Helpdesk

5. Searching in ConnectCarolina

  • Understanding Searches
    • Wildcards
    • Boolean searches
    • Find feature
    • Run Control
  • Searching for Records
    • New Searches
    • Clearing previous searches
  • Sorting Search Results
    • Ascending / Descending
  • Using Recent Search Results
  • Working with Saved Searches

6. Working with Grids

  • Understanding Grids
  • Viewing Data in Grids
  • Downloading a Grid to Excel

7. Course Summary

  • Review objectives
  • Resources and contacts list

Back to course descriptions.