Quick Card Intro to CUNYfirst Browsers Claim Your Account Login

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Quick Card

Intro to CUNYfirst

Browsers

• CUNYfirst is on the Internet.

Do Bookmark –

 

https://home.cunyfirst.cuny.edu

Don’t use the browser’s back arrow button. CUNYfirst software code may be interrupted and may not return the page accurately.

• Do use the zoom as needed.

Claim Your Account

• Use a single click.

Click the First time users link.

• D.O.B. - also input back slashes (/).

Make a note of your challenge questions answer/s needed to reset the password.

• Choose a password that is: -

Case sensitive

Eight or more characters

Three or four of these types

- Upper and lower case plus

- Numerals and/or special

characters

Securely record all three: Password,

Username, and CUNY ID.

Your CUNY ID is your permanent unique identifier.

The system prompts a change of password periodically.

Login

After a period of inactivity the system warns that the session is about to timeout after which users must Login again. Be sure to save your work.

Universal Navigation

Header

• At the top of every page.

Home – Returns to home page. Quick

Reference Guide Step Sheets start from home page.

• Favorites – User creates bookmarks of frequently used pages.

Sign Out - at end of day.

• Lock computer when away from desk.

Page Bar

New window – Opens search page of current component in new window.

Security Access

Main Menu contains only those navigation paths to which the individual is given access.

Main Menu Navigation

CUNYfirst is a data hierarchy. Click on a menu item to display more detailed information.

Collapse – Minimize the menu

Expand – Maximize the menu

Navigate through folders and subfolders to arrive at components.

Disclosure Triangle

• Components – Logical grouping of screens where related data displays, and may be

• entered or updated.

Description –The navigation page on the right of the main menu includes a broad description of component outcomes in that folder.

• Favorites – Access frequently used pages without navigating through the main menu.

Use CUNYfirst (not browser) Favorites for component pages.

Edit Favorites - Rename sequence or delete bookmarks.

Search – Type name and press Enter.

Process Buttons

• Buttons carry out commands.

Clears data and returns to previous page.

Confirm input data and return to main page.

Confirm input data and remain on current page to perform additional searches.

Updated data is saved to database.

Forwards saved data.

Inactive buttons are grayed out.

Toolbar Buttons

Applicable buttons commonly appear at the bottom of a page.

• Buttons say what they do.

For example, click the button shown below to navigate to the Search page for that component.

Other toolbar buttons:

Previous in List

Next in List

Next Tab

Previous Tab

Prompts

Look-ups

Calendar

Calendar Prompt Window

Icons

• In CUNYfirst, hover the cursor over an icon to see what the icon will do.

View

View next row

View previous row

Show following tabs

View additional columns

Positive Service Indicator

Negative Service Indicator

Campus email

Open Class

Closed Class

Radio Button

Checkbox

Checked Checkbox

Dropdown Box – short list of values or related pages

Go Button moves to selected related page

Search

Basic Search

Some items are ‘known’.

Best search item is CUNY ID (Empl ID).

Search Results

Apply more search criteria when there are greater than 300 results.

Click column headings to sort results.

Click any link in a row to display that record.

Include History - All rows (History,

Current and Future) of an effective-dated record in chronological order.

Correct History – Modify current and historical rows of an effective-dated record.

Shortcuts

Ctrl K Printable list of hot keys.

Alt 1

Alt 2

Alt 3

Alt 4

Alt 5

Alt 6

Alt 7

Alt 8

Alt 9

Alt 0

Executes button on page

Return to Search page

Next row in list

Previous row in list

Valid Lookup values

Related Links

Inserts row

Deletes row

Help

Refreshes the page validating the data

Alt .

Alt ,

Alt ‘

Alt \

Next set of rows

Previous set of rows

View all

Toggles between Add a

New Value and Find an

Existing Value tabs

Ctrl Y

Ctrl Z

Toggle between collapse and expand

Main Menu Search field

Training Help

• ELM – Enroll in multiple delivery methods for learning activities such as instructorled session, Webcast, lab and online.

Reference Manual – Complete process description, screens, and tables of values and their definitions.

Quick Reference Guide – step by step procedure navigation

Quick Cards – Key points, brief step directions, troubleshooting

• UPK – A step-by-step walk-through of a specific process or procedure as in

CUNYfirst.

Effective Date: 2/13/2011

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