Statement
In order for forms to be routed to the CONHP - Documents queue in Perceptive, they must first be scanned and linked to a particular student record in Colleague. Once linked, Perceptive can "screen scrape" data from Colleague to route the form through the CONHP queues. The following instructions apply to the Administrative Assistant team within the College of Nursing and Health Professions.
Colleague Screens
XRIA
Perceptive
This process requires the desktop version of Perceptive (Perceptive Client). See IT to have this software installed.
Step-by-step Guide
IN PERCEPTIVE |
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1.Open Perceptive and login using your Valpo username and password.
2.A pop-up menu will appear. Workflow is the area where Scan & Link is performed.
3.The first time you open workflow:
Click the small arrow to the right of "workflow"
Select SAF - Applied Learning Experiences
Select CONHP - Scan & Link (SAF - Scan & Link Superqueue). This sets your default to Scan & Link so that every time you open workflow, you first see this drawer.
NOTE: Alternatively, you may click on Workflow in step 2 and navigate through the Perceptive drawers and folders similarly to windows file explorer. Use the plus and minus signs to open and close "drawers" to view content.
4.Locate a form in the CONHP Scan & Link queue and double click the form to open it.
IN COLLEAGUE |
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5.In a new window, open Colleague.
6.Type XRIA in the search box at the top of the screen. Click Enter or click the looking glass icon.
7.Enter the student ID (or name) you would like to link to the open form in Perceptive. Click OK.
The student file will appear. Review it to ensure the correct student is listed then.
8.Double click the student file to open. A pop-up box will appear for Academic Program LookUp. Click cancel, twice. The student information will now populate the XRIA form.
Keep the above Colleague screen open and active on one of your monitors.
IN PERCEPTIVE |
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9.On the monitor where the Perceptive form is open, locate the golden key logo.
10.Click the golden key to populate the form. After a few moments, the student’s Colleague information will populate into the Doc Keys and Properties fields pictured above.
11.Once all information is in place, click “route forward” (paper w/blue arrow) at bottom of screen.
Finished!
REPEAT: Perceptive automatically opens the next document in the queue. Repeat steps 1-11 for each document in the scan & link queue.
Helpful Tip: Before routing, it is helpful to make sure all fields are filled in. Any fields containing unusual data such as "Inquiry field VAR7," "populated by script," " Window LIST.VAR1 row 1 Inquiry field LIST.VAR11," etc. will cause routing errors. Complete a help ticket to report errors and request assistance.
Missing information will display as:
