Working With Resource Finder Pagelets

This chapter discusses how to:

Use the Resource Finder pagelet.
Personalize the Resource Finder pagelet.

Resource Finder Pagelet

Access the Resource Finder pagelet.

Find

Select the type of resource you want to find.

Access the Resource Finder - Personalize Resource Finder page to access an option that enables you to set up your Resource Finder pagelet to display your most commonly used resource type by default.

Name

Enter text that you want to find as a part of the resource's name. This search acts upon only the resource's name.

Contains

Enter text that you want to find as a part of a resource's entire profile. This search acts upon all searchable text in resource profiles.

Search

Click to execute your search and display results on the Resource Finder - Advanced Search page.

Search results may include links to relevant resource profiles. You can also use the Resource Finder - Advanced Search page to perform another search.

Search Tips

Select to access the Resource Finder - Search Tips page, where you view an outline of search techniques you can use to expand and constrain searches.

Advanced Search

Click to access the Resource Finder - Advanced Search page, where you can perform detailed Resource Finder searches and access relevant participant profiles.

Personalizing the Resource Finder Pagelet

This section discusses how to personalize the Resource Finder pagelet.

Page Used to Personalize the Resource Finder Pagelet

Page Name	Object Name	Navigation	Usage
Resource Finder - Personalize Resource Finder	EPX_YELLOWPG_PREF	Click the Customize button on the Resource Finder pagelet.	Personalize your Resource Finder pagelet and Resource Finder - Advanced Search page to display a default participant type for your searches. Set your organization chart and image display options. You can specify different default participant types and display options for each home page tab on which the Resource Finder pagelet appears in your PeopleSoft Enterprise Portal.

Personalizing Your Resource Finder Pagelet

Access the Resource Finder - Personalize Resource Finder page.

Select a Default Resource Type

Select the Resource Finder resource type that you want to display by default on your Resource Finder pagelet and Resource Finder - Advanced Search page. For example, if you commonly use Resource Finder searches to search for customers, select the customer resource type value.

Show Organization Chart

Select to display organization charts when you access participant profiles.

The organization chart display option set at the administration level overrides end-user settings defined on this page. If the Show Organization Chart option on the Configure Organization Charting page is clear, selecting this option here does not display organization charts for the individual user. In this case, the setting at the administrative level overrides the setting at the end-user level.

If the Show Organization Chart option on the Configure Organization Charting page is selected, selecting this option here hides organization charts for the individual user. In this case, the setting at the end-user level overrides the setting at the administrative level.

Show Images

Clear this option to tell the Resource Finder not to display pictures in profiles and icons in organization charts.

You may want to keep this option clear if your implementation has low bandwidth access considerations.

Find	Select the type of resource you want to find. Access the Resource Finder - Personalize Resource Finder page to access an option that enables you to set up your Resource Finder pagelet to display your most commonly used resource type by default.
Name	Enter text that you want to find as a part of the resource's name. This search acts upon only the resource's name.
Contains	Enter text that you want to find as a part of a resource's entire profile. This search acts upon all searchable text in resource profiles.
Search	Click to execute your search and display results on the Resource Finder - Advanced Search page. Search results may include links to relevant resource profiles. You can also use the Resource Finder - Advanced Search page to perform another search.
Search Tips	Select to access the Resource Finder - Search Tips page, where you view an outline of search techniques you can use to expand and constrain searches.
Advanced Search	Click to access the Resource Finder - Advanced Search page, where you can perform detailed Resource Finder searches and access relevant participant profiles.