Download Quest User Manual - Final Draft - the David R. Cheriton School of

Quest User Manual - Final Draft
Etienne Angot (20325811)
Delphine Robin (20325818)
Scott Rycroft (20235028)
Simon Wai Ling Tsang (20092030)
December 1, 2008
1
Contents
1 Glossary of Terms
4
2 Convention
5
3 Introduction
5
4 Assumptions
5
5 Use Cases
5.1 Logging into Quest . . . . . . . . . . . . . . . . . .
5.1.1 Logging in for the first time . . . . . . . . .
5.1.2 Logging In . . . . . . . . . . . . . . . . . . .
5.1.3 Navigating Quest . . . . . . . . . . . . . . .
5.2 Viewing and modifying your academic information .
5.2.1 View term enrollments . . . . . . . . . . . .
5.2.2 Pre-enroll for classes . . . . . . . . . . . . .
5.2.3 Drop a pre-enrolled course . . . . . . . . . .
5.2.4 Enroll in a Class . . . . . . . . . . . . . . .
5.2.5 Swap classes . . . . . . . . . . . . . . . . . .
5.2.6 Drop classes you have enrolled in . . . . . .
5.2.7 View your weekly schedule . . . . . . . . . .
5.2.8 View your grades for a class . . . . . . . . .
5.2.9 Request Unofficial Transcript . . . . . . . .
5.2.10 View your advisor . . . . . . . . . . . . . . .
5.2.11 View your degree checklist . . . . . . . . . .
5.3 View your admission information . . . . . . . . . .
5.4 View and change your personal information . . . .
5.4.1 Change your name . . . . . . . . . . . . . .
5.4.2 Change your address(es) . . . . . . . . . . .
5.4.3 Add an address . . . . . . . . . . . . . . . .
5.4.4 Delete an address . . . . . . . . . . . . . . .
5.4.5 Edit a phone number . . . . . . . . . . . . .
5.4.6 Delete a phone number . . . . . . . . . . . .
5.4.7 Add a phone number . . . . . . . . . . . . .
5.4.8 Change email address . . . . . . . . . . . . .
5.4.9 Change emergency contact information . . .
5.4.10 Add an emergency contact . . . . . . . . . .
5.4.11 Delete an emergency contact . . . . . . . . .
5.4.12 View your demographic information . . . . .
5.5 Viewing your financial information . . . . . . . . .
5.5.1 View your account by term . . . . . . . . .
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6
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33
5.5.2
5.5.3
View your account details . . . . . . . . . . . . . . . . . . . . . . . .
View your financial aid infomation . . . . . . . . . . . . . . . . . . .
33
33
6 Advanced usage
6.0.4 Security Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.0.5 Service Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
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3
1
Glossary of Terms
Terms
Quest
Student ID
UW ID
Course
Class
NP
MP
SC
CN
Section
Descriptions
A self-serve online administration system of students and alumni
An 8-digit numerical string issues to all applicants or students
An identification string for user authentication
A unit of study relating to a specific academic discipline and identified
by a Subject Code and Course Number
A particular offering of a course. Identified by the course description,
section, and term.
Navigation panel - The left side of Quest containing links to different
sections
The main panel - The centre and right side of Quest containing the
current section
Subject Code - The 2 letter abbreviation of a subject eg. “CS”
Course Number- The 3 digit number used to identify a course within a
subject, eg “445”, in “CS 445”
The 3-digit number that identifies a particular section of a course , eg.
LEC 001
4
2
Convention
Italicized texts are used to indicate user interface widgets.
Click Button Name – Move the mouse cursor over the interface widget with Button Name.
Click the left mouse button.
3
Introduction
Quest is use by more than 30,000 people. It is used for information, subscription etc... but
it is also used by sensitive department like the financial department...
So, Quest has to be clear, easy to use, reliable and safe. So, one of our ideas is to add a
system that should add a waiting time between wrong passwords for login, in order to add
more safety against malicious users or robots...
We also separated navigation from information by including a navigation panel on the left
side on every page. Every part of the site is thus only two or three clicks away, and less
information needs to be loaded on each click.
We removed some confusing language regarding terms and classes. There are no ’term numbers’ like 1089, only full text strings such as Winter 2009. There are no class numbers either,
as classes can be uniquely identified by a term, course number, and section. Class lookup has
been made easier by allowing partial string matching, similiar to the system already on the
registrar’s site under “Schedule of Classes”. Enrollment and pre-enrollment are both accessed
through a generic enrollment page, since the terms that are available for pre-enrollment and
terms available for enrollment are disjoint sets. Degree checklists have been integrated into
Quest, automatically checking your completed classes against a program’s requirements. We
also combined collapsed some pages that were very sparse into single pages, like the portfolio
pages.
But only one term is not a lot of time for requirement and specifications of Quest, in comparison with the 5 years (between 1996 and 2001) So, that is the reason why we don’t propose
big changes.
4
Assumptions
You, the user, are assumed to have operational knowledge of the web browser. The web
browser must not block new windows from being spawned by Quest. Quest will work on
standard browsers: IE, Firefox, Safari, Chrome, and will endeavour to work on new browsers
that come about.
Quest will not reject any browser using a different language or locale setting.
5
5
Use Cases
All the manipulations in a use case are based on the assumption that Quest is running and
you are logged in unless otherwise specified.
5.1
5.1.1
Logging into Quest
Logging in for the first time
When you use Quest for the first time, you will see page similiar to figure 1:
Quest Login | Quest Student Information System
Log on to Quest using your UWdir userid (up to a
maximum of 8 characters) and password:
News & Login:
Important Dates
UW ID:
Password:
This is a public terminal.
Quest Help:
First-time Users
Instructions
Troubleshoot
Quest Notice:
Quest is typically available
* 1:00 am to 11:59 pm, Monday, Tuesday, and Thursday
through Sunday EDT
* 1:00 am to 6:59 am and 8:00 am to 11:59 pm,
Wednesdays EDT
Quick Links:
Registrar's Office
Visit Important Dates for the latest date information.
Undergraduate
Calendar
* Winter term 2009
o On-Campus Open Class Enrolment: October 20
to January 16
o Distance Education Open Class Enrolment ends
January 9, 2009 (last day to add a distance education
class)
* Spring term 2009
o Class Enrolment Appointments: February 2-14,
2009; if you miss your appointment, you must wait until
Schedule of
Classes
Student Awards
& Financial Aid
Textbook and
Technology Grant
Figure 1: Login screen
Quest requires authentication for security purposes, so you must activate your UW ID and
password by giving the following information after clicking on the link activate your user ID and password:
• Your last time
• Your birth date
• Your Student ID
After you have obtained your password, you can log on to Quest by typing your UW ID
and password, and clicking [Log on].
6
5.1.2
Logging In
• Enter your UW ID in the UW ID text field and your password in the password field. Click
[Log on].
• If the authentication fails, you will be prompted for your UW ID and password again.
You will have the option to contact Quest staff if you have forgotten your password.
If the authentication information is correct, you will be directed to the first page in Quest.
If you are a prospective student, you will see a page similiar to figure 2:
Security
News | Quest
Level 2
Sign Off
Welcome Prospective Student Roux:
Your admission application has been retrieved. Please
check the admission and portfolio section for more
information.
News:
Important Dates
Admission:
Portfolio:
Quest Help:
First-time Users
Prospective Students Notice:
Admission status of prospective students will be updated
on August 10, 2008.
Quest Notice:
Quest is typically available
Instructions
Troubleshoot
Quick Links:
Registrar's Office
Undergraduate
Calendar
Schedule of
Classes
Student Awards
& Financial Aid
* 1:00 am to 11:59 pm, Monday, Tuesday, and Thursday
through Sunday EDT
* 1:00 am to 6:59 am and 8:00 am to 11:59 pm,
Wednesdays EDT
Visit Important Dates for the latest date information.
* Winter term 2009
o On-Campus Open Class Enrolment: October 20
to January 16
o Distance Education Open Class Enrolment ends
January 9, 2009 (last day to add a distance education
class)
Figure 2: First page for prospective student
If you are an undergraduate or graduate student, you will see a page similiar to figure 3:
After you have logged onto Quest, a page similar to figure 3 or 2 is always the first page
you see when you entered Quest even after you terminated your browser session, unless This
is a public terminal was checked. If you don’t cheked it, another user can have access to
your account, even if (with the security level 2) he can’t modify your informations. If you do
not wish to return to your Quest session, click log off completely to exit Quest completely.
5.1.3
Navigating Quest
You can expend the items on the left panel by clicking on the minus (+) sign or the text. For
example, when Academic is expanded, Enrollment, See Grades, View Advisor, and Degree
Checklist will be displayed. This expansion will persist until the item is collapsed by clicking
on the minus (-) sign or the text. See figure 4 for illustration.
7
Security
News | Quest
Level 2
Sign Off
Welcome Student Roux:
We have not received your tuition payment yet, please
pay your outstanding amount by September 5th, 2008.
News:
Important Dates
Portfolio:
Students Notice:
The last day to enroll into a class is October 1, 2008.
Finance:
Academic:
Quest Notice:
Enrollment
Quest is typically available
See Grades
View Advisor
Degree Checklist
Quest Help:
* 1:00 am to 11:59 pm, Monday, Tuesday, and Thursday
through Sunday EDT
* 1:00 am to 6:59 am and 8:00 am to 11:59 pm,
Wednesdays EDT
Visit Important Dates for the latest date information.
First-time Users
Instructions
Troubleshoot
Quick Links:
* Winter term 2009
o On-Campus Open Class Enrolment: October 20
to January 16
o Distance Education Open Class Enrolment ends
January 9, 2009 (last day to add a distance education
class)
* Spring term 2009
o Class Enrolment Appointments: February 2-14,
Figure 3: First page for current student
News:
News:
Important Dates
Portfolio:
Portfolio:
Finance:
Finance:
Academic:
Academic:
Quest Help:
Enrollment
See Grades
Quick Links:
View Advisor
Degree Checklist
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 4: Navigation menu collasped
8
5.2
Viewing and modifying your academic information
Click on Academic in the NP. The following use cases assume this to have been done already.
5.2.1
View term enrollments
Click on Enrollment in the NP to see the following screen in figure 5.
Security
News | Quest
Level 2
Sign Off
Enrollment:
News:
Important Dates
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Please select
Term
Spring 2009
Winter 2008
Fall 2008
Spring 2008
Winter 2007
Fall 2007
Spring 2007
the school term:
Status
Open for pre-enrollment on October 28, 2008
Open for enrollment on September 5, 2008
Enrollment has been closed
Enrollment has been closed
Enrollment has been closed
Enrollment has been closed
Enrollment has been closed
· Winter = January-April
· Spring = May-August
· Fall = September-December
Legend
Future Term
Current Term
Past Term
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 5: Enrollment main page
Each past term is coloured gray, whereas the current term is coloured green. Each future
term is coloured blue. A term that have enrollment appointment open is coloured red. A
term that have pre-enrollment appointment open is coloured pink.
• Viewing a past term will show the class schedule of that term in the MP as displayed
in figure 6.
• Viewing a future or current term will show the class schedule of the term if you have
classes enrolled as displayed in figure 7.
• If you have no classes for the specified term, a message “No enrolled classes” will be
displayed in the MP as displayed in figure 8.
• If you are within the open enrollment period, you can also add, drop, or change courses
by clicking on the Add course, Drop course or Change course button.
9
Security
News | Quest
Level 2
Sign Off
Past Enrollment in Fall 2007:
View Weekly Schedule
News:
Important Dates
Portfolio:
Finance:
Academic:
Enrollment
Class Section
CS445 001
TUT 001
CS452 001
CO342 001
WS205 001
Time
MWF 8:30-9:30
F 11:30-12:20
MWF 12:30-1:30
MWF 11:30-12:20
M 6:00-8:50
Instructor
Daniel Berry
Daniel Berry
William Cowan
Penny Haxell
Nicholas Matte
Location
MC 4058
MC 4040
DWE 3518
MC 2034
HH280
See Grades
View Advisor
Degree Checklist
Previous
Term
Next
Term
Select Another
Term
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 6: Past term enrollment
Security
News | Quest
Level 2
Sign Off
Enrollment in Winter 2008:
View Weekly Schedule
News:
Important Dates
Portfolio:
Finance:
Academic:
Enrollment
Class Section
CS445 001
TUT 001
CS452 001
CO342 001
WS205 001
Time
MWF 8:30-9:30
F 11:30-12:20
MWF 12:20-1:20
TTh 11:30-12:50
M 6:00-8:50
Instructor
Daniel Berry
Daniel Berry
William Cowan
Penny Haxell
Nicholas Matte
Location
MC 4058
MC 4040
DWE 3518
MC 2034
HH280
See Grades
View Advisor
Add Course
Drop Course
Change Course
Degree Checklist
Previous
Term
Select Another
Term
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 7: Current term enrollment
10
Next
Term
Security
News | Quest
Level 2
Sign Off
Current Enrollment in Winter 2008:
View Weekly Schedule
News:
Important Dates
Class Section
Time
Instructor
Location
No enrolled classes
Portfolio:
Finance:
Academic:
Add Course
Drop Course
Change Course
Enrollment
See Grades
View Advisor
Previous
Term
Next
Term
Select Another
Term
Degree Checklist
Figure 8: Current term enrollment with no classes
5.2.2
Pre-enroll for classes
1. View term Enrollments. Click on a future term in the MP that is open for preenrollment. A page simliar to figure 9 to be displayed.
Security
News | Quest
Level 2
Sign Off
Pre-enrollment for Spring 2009:
News:
Class
Important Date
Portfolio:
Section
Time
Instructor
Location
You�have�no�course�preenrolled.
Add Course
Finance:
Academic:
Enrollment
See Grades
Previous
Term
Select Another
Term
Next
Term
View Advisor
Degree Checklist
Figure 9: Pre-enrollment with no class
2. Click on Add course to see the following in figure 10 in the MP.
3. Enter the subject of the course you wish to add.
• By typing in the SC in the text field.
• By clicking the drop down list arrow to the right of the subject text field and
clicking on a SC in the list.
4. Enter the CN of the course you wish to add.
11
Ques t - Adding Clas s
Pre-enrollment for Spring 2009 - Adding
Subject:
Class
CS - Computer S c ienc e
Course Number:
445 - S oftware Requirement &
Match Whole String
Result:
Cource
CS445
Description
Software Requirement and Specification
1 result returned
Add Course
Cancel
Figure 10: Pre-enrollment add course dialog window
• By typing in the CN in the text field.
• If Match whole string is selected, a drop down arrow will appear. By clicking the
drop down list arrow to the right of the CN text field and clicking on a CN in
the list. The drop down list will contain valid CNs for the specified subject, or
nothing if no subject has been selected.
• If Match whole string is not selected, quest will search for all course with the
specified subject that match part of the given CN, like in figure 11.
Ques t - Adding Clas s
Pre-enrollment for Spring 2009 - Adding Class
Subject:
CS - Computer Science
Course Number:
44
Match Whole String
Result:
Cource
CS445
CS446
Description
Software Requirement & Specification
Software Design & Architecture
2 results returned
Add Course
Cancel
Figure 11: Pre-enrollment with match whole string disabled
5. Click Add. The specified course will be added to the term enrollment screen.
• If the specified course is not valid, a message will appear saying “The specified
course is not valid”.
6. Repeat above until all courses you wish to pre-enroll into have been selected.
7. Rank the courses you have selected in order of importance.
12
You can rank the importance of each course by selecting the rank from the drop down
list on the right side of the course list. The rank starts from 1 to n, where n = the
number of courses. Rank 1 has the highest priority and will always be selected when
the course is being offered regardless of your other course selections. Rank n has the
lowest priority. For class a with rank n, a may not be selected when any of your other
courses conflicts with a. An example is given in figure 12
Security
News | Quest
Sign Off
Level 2
Pre-enrollment for Spring 2009:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Instructor Location
TBA
TBA
TBA
TBA
TBA
TBA
TBA
TBA
TBA
TBA
Class Section
CS445 TBA
CS456 TBA
CS452 TBA
CO342 TBA
WS205 TBA
Time
TBA
TBA
TBA
TBA
TBA
Add Course
Drop Course
1 - Most Important
3
2
4
5 - Least Important
Discard Changes
Save Changes
Previous
Term
Priority
Select Another
Term
Next
Term
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 12: Pre-enrollment main screen returned with changes
8. Click Save changes to confirm pre-enrolling in the courses you have selected or Discard
Changes to discard the changes.
5.2.3
Drop a pre-enrolled course
1. View term Enrollments. Click on a future term in the MP that is open for preenrollment.
2. From the list of pre-enrolled courses in the MP, select a course to drop.
3. Click Drop course
4. Repeat for all courses you wish to drop.
5. Click Save Changes to confirm dropping the course or Discard Changes to undo dropping the course.
13
5.2.4
Enroll in a Class
1. View term enrollments. Click on a current or future term that is open for enrollment.
A page similiar to figure 8 will be displayed.
2. Press Add course to enter the add course interface on a pop-up window.
3. In the pop-up window, enter the subject of the class you wish to add.
• By typing in the SC in the text field.
• By clicking the drop down list arrow to the right of the subject text field and
clicking on a SC in the list.
4. Enter the CN of the class you wish to add.
• By typing in the full CN in the text field and selecting Match whole string.
• By typing in a partial CN and not selecting Match whole string.
• By clicking the drop down list arrow to the right of the CN text field and clicking
on a CN in the list. The drop down list will contain valid CNs for the specified
subject, or nothing if no subject has been selected.
5. Select a class section in the list of available classes that match your search terms as
illustrated in figure 13
Ques t - Adding Clas s
Enrollment for Winter 2008 - Adding Class
Subject:
CS - Computer Science
Course Number:
Result:
4
Match Whole String
Only shows enrollable classes.
Instructor
Class Section
Time
Location
CS445 - Software Requirement and Specifications
LEC 001
MWF 8:30-9:30 Daniel Berry MC 4058
LEC 002
MWF 12:30-1:30 Daniel Berry MC 4061
CS446 - Software Design & Architecture
LEC 001
MWF 8:30-9:30 Richard Holt
MC 4042
CS499R - Readings in Computer Science
RDG 001
TBA
TBA
TBA
CS488 - Intro to Computer Graphics
Lec 001
TTh 12:30-1:30
Stephen Mann MC 2034
Status
Open
Full
Reserved for SE
Permission Needed
Conflict with
existing schedule
Cancel
Add Course
Figure 13: Enrollment add course dialog window
• If the class is full, you will see it marked as FULL.
14
• If the class’s schedule will conflict with existing enrolled courses, you will see it
marked as CONFLICT WITH EXISTING CLASS.
• If the class is reserved, you will see it marked as RESERVED.
• If enrolling in the class requires additional permission, the class will be marked
as PERMISSION NEEDED.
You may also reduce the list of classes by selecting Only display enrollable classes to
only show classes that you may immediately enroll in.
6. Select an associated test or tutorial section for, if you desire. The list of possible test
or tutorial sections will appear below the class. Depending on if the selected class has
test or tutorial sections, this list may or may not appear. Some classes require a test
or tutorial section to be selected, as illustrated in figure 14
Ques t - Adding Clas s
Enrollment for Winter 2008 - Adding Class
Subject:
CS - Computer Science
Course Number:
Result:
44
Match Whole String
Only shows enrollable classes.
Class
CS445
LEC
LEC
TUT
TUT
TUT
CS446
LEC
Instructor
Time
Location
Section
- Software Requirement and Specifications
001
MWF 8:30-9:30 Daniel Berry MC 4058
002
MWF 12:30-1:30 Daniel Berry MC 4061
001
F 11:30-12:20
MC 4040
002
T 3:30-3:20
MC 4040
003
Th 11:30-12:20
MC 4040
- Software Design & Architecture
001
MWF 8:30-9:30 Richard Holt
MC 4042
Status
Open
Full
Full
Open
Open
Reserved
Cancel
Add Course
Figure 14: Enrollment add course dialog window with lecture and tutorial selected
7. Click the Add Class button that appears once your desired class has been selected.
8. A page similiar to figure 15 to be displayed. Review your class schedule that appears
after adding the class.
9. Click Save Changes to make the changes to your schedule permanent or click Discard
Changes to discard the changes.
5.2.5
Swap classes
1. View term enrollments. Click on a current or future term that is open for enrollment.
15
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Level 2
Sign Off
Enrollment in Winter 2008:
View Weekly Schedule
News:
Important Dates
Portfolio:
Finance:
Academic:
Enrollment
Class Section
CS445 001
TUT 001
CS452 001
CO342 001
WS205 001
Time
MWF 8:30-9:30
F 11:30-12:20
MWF 12:20-1:20
TTh 11:30-12:50
M 6:00-8:50
Instructor
Daniel Berry
Daniel Berry
William Cowan
Penny Haxell
Nicholas Matte
Location
MC 4058
MC 4040
DWE 3518
MC 2034
HH280
See Grades
View Advisor
Degree Checklist
Quest Help:
First-time Users
Add Course
Drop Course
Save Changes
Previous
Term
Change Course
Discard Changes
Select Another
Term
Next
Term
Instructions
Troubleshoot
Quick Links:
Figure 15: Enrollment returned with changes
2. Select the class you wish to swap out.
3. Click Swap class.
4. Choose a class to swap into, just as you would if you were enrolling in a class.
5. Click Swap class to swap the class and return to the term enrollment screen.
6. Repeat for all classes you wish to swap.
7. Click Save Changes to confirm swapping your classes or click or Discard Changes to
undo the class swap.
5.2.6
Drop classes you have enrolled in
1. View term enrollments. Click on a current or future term that is open for enrollment.
2. Select the classes you wish to drop
3. Click Drop class.
4. Click Save Changes to confirm dropping the classes you have selected or Discard
Changes to undo dropping the classes.
16
5.2.7
View your weekly schedule
1. View term enrollments. Click on a term that has classes enrolled in.
2. Click View Weekly Schedule to see a screen similiar to figure 16.
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Level 2
Sign Off
Week Schedule for Winter 2008:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Time
Monday
Print
Tuesday Wednesday Thursday Friday
CS 445
CS 445
8:30 - Lec 001
9:20
MC 4058
CS 445
Lec 001
Lec 001
MC 4058
MC 4058
9:2011:30
11:3012:20
CO 342
CO 342
Lec 001
Lec 001
12:20MC 2034
CS 452
12:50
Lec 001
12:50- DWE3518
1:20
1:206:00
6:00- WS 205
8:50
CS 452
MC 2034
CS 445
Tut 001
MC 4042
CS 452
Lec 001
Lec 001
DWE3518
DWE3518
Lec 001
HH 208
Additional Information:
CS445 Lec 001 - Daniel Berry - MWF 8:30-9:20am
CS445 Tut 001 - Daniel Berry - F 11:30-12:20pm
CS452 Lec 001 - William Cowan - MWF 12:20-1:20pm
CO342 Lec 001 - Penny Haxell - TTh11:30-12:50pm
WS205 Lec 001 - Nicholas Matte - M 6:00-8:50pm
Return
Figure 16: Weekly schedule
The schedule reflects the class schedule displayed on the enrollment page, including
changes you have made but not saved.
5.2.8
View your grades for a class
1. Select View Grades in the NP to see a list of terms you have completed classes in as
illustrated in figure 17. Beside each term is your GPA fand the number of credits you
received for that term.
2. Select the term of the individual class you wish to view, and see a page similiar to
figure 18.
You may see the details of the previous term or next term by clicking on the Prev Term
or Next Term button respectively.
17
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Level 2
Sign Off
View Grades:
Request Unoffical Tra nscript
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Quest Help:
First-time Users
Click on the school term for more detail:
Term
Spring 2008
Winter 2007
Fall 2007
Spring 2007
Winter 2006
Fall 2006
Spring 2006
Winter 2005
Fall 2005
Spring 2005
Term GPA
3.1/4.0
2.5/4.0
2.9/4.0
3.3/4.0
2.5/4.0
2.9/4.0
3.3/4.0
2.5/4.0
2.9/4.0
3.3/4.0
Credit Earned
2.50 / 2.50
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
· Winter = January-April
· Spring = May-August
· Fall = September-December
Instructions
Troubleshoot
Quick Links:
Figure 17: Grades summary
Security
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Previous
Term
Level 2
Grades for Winter 2008:
Sign Off
Next
Term
News:
Important Dates
Enrollment
Class
CS 445
CS 456
CO 342
WS205
MUSIC 216
Grade
79
82
69
81
See Grades
Average:
77.75
Portfolio:
Finance:
Academic:
Grade Type
Numerical Basis
Numerical Basis
Numerical Basis
Numerical Basis
Credit/No Credit
Credit
0.50 / 0.50
0.50 / 0.50
0.50 / 0.50
0.50 / 0.50
0.25 / 0.25
2.25 / 2.25
View Advisor
Select Another
Term
Degree Checklist
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 18: Grade details for the selected term
18
5.2.9
Request Unofficial Transcript
1. Select View Grades in the NP.
2. Select the Request Unofficial Transcript button in the top right of the MP. An hourglass will replace the button as illustrated in figure 19.
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Level 2
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View Grades:
Requesting Unoffical Transcript...
News:
Click on the school term for more detail:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Quest Help:
First-time Users
Term
Spring 2008
Winter 2007
Fall 2007
Spring 2007
Winter 2006
Fall 2006
Spring 2006
Winter 2005
Fall 2005
Spring 2005
Term GPA
3.1/4.0
2.5/4.0
2.9/4.0
3.3/4.0
2.5/4.0
2.9/4.0
3.3/4.0
2.5/4.0
2.9/4.0
3.3/4.0
Credit Earned
2.50 / 2.50
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
2.00 / 2.25
2.25 / 2.25
2.25 / 2.25
· Winter = January-April
· Spring = May-August
· Fall = September-December
Instructions
Troubleshoot
Quick Links:
Figure 19: Transcript is being requested.
3. Wait until a new window with your unofficial transcript appears in a pop-up window.
You may continue to do other activities while the request is pending.
4. When the transcript is ready, a new pop-up window similiar to figure 20 will be displayed.
5.2.10
View your advisor
• Click View Advisor to see your advisor’s information listed in the MP as illustrated in
figure 21.
• If you have no advisor available, you will see a page similiar to figure 22 instead.
19
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Level 2
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UNDERGRADUATE UNOFFICIAL TRANSCRIPT
News:
Important Date
Name: Student, Joe
Student ID: 12345678
Portfolio:
Finance:
- - - - - Beginning of Under graduate Recor d - - - - -
Academic:
Enrollment
See Grades
Fall 2006
View Advisor
Program: Computer Science, H onours
Degree Checklist
Course
Description
Quest Help:
CS 133
Math 135
Math 137
Econ 101
Chem 120
First-time Users
Instructions
Troubleshoot
A
ttempted/Earned
nits
U
Developing Programm ing Principles
Algebra for Honours Mathematics
Calculus 1 for Hono urs Mathematics
Intro to Microecono mics
Phys & Chem Prop of Matter
0 .5/0.5
0.5/0.5
0.5/0.5
0 .5/0.5
0.5/0.5
Quick Links:
Figure 20: The unoffical transcript spawned on a new window.
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Level 2
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Your Advisor is:
News:
Important Date
First Name
Peter
Portfolio:
Finance:
Telephone Number:
Email Address:
Office Hours:
Office Location:
Academic:
Enrollment
See Grades
Last Name
Pen
123-456-7890 (ext: 1234)
[email protected]
Mon-Fri 1:00pm-2:00pm
DC 3456
View Advisor
Done
Degree Checklist
Quest Help:
Figure 21: View advisor screen.
20
Grade
91
85
86
84
77
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Your Advisor is:
News:
Sorry, you have no advisor appoi nted.
Important Date
Portfolio:
Done
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Quest Help:
Figure 22: View advisor screen with no advisor assigned.
Security
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Level 2
Sign Off
Degree Checklist:
Faculty:
News:
Important Date
Portfolio:
Mathematics
Program: BCS - Bachelor of Computer Science
Year:
2003-2004
Finance:
Compile
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Figure 23: Degree checklist selection page.
21
5.2.11
View your degree checklist
1. Select Degree Checklist in the NP to see the screen similiar to figure 23.
Drop down lists with your current faculty, program, and years will be automatically
filled out with your current information. However, you may select other program and
years by clicking on the drop down box on the right, which will display a last of program
and years respectively. Alternatively, you can type in your program and year manually
to the textbox, and Quest will attempt to auto-complete the text for you.
2. Click Compile to see your selected degree checklist.
3. The compiled checklist similiar to figure 24 will appear on a new pop-up window.
�
�
�
Figure 24: Degree checklist result.
22
5.3
View your admission information
The admissions navigation bar is only displayed when the student is applying to the university. When you click on Admissions in the NP, the following screen will be displayed. The
following use cases assume this to have been done already.
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Level 2
Admission:
News:
Admission Status:
In Progress
Important Dates
Admission:
Portfolio:
Secondary School Grades:
Grade
Course
Marks
We have not received your grades yet.
Quest Help:
Done
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 25: Admission page with no grade received.
• If no grades has been received from your secondary school yet, a page similiar to
figure 25 will be displayed.
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Sign Off
Level 2
Admission:
News:
Admission Status:
In Progress
Important Dates
Admission:
Portfolio:
Quest Help:
First-time Users
Instructions
Troubleshoot
Secondary School Grades:
Grade
9
9
9
9
10
10
10
Course
Mathematics
English
Science
Arts
Mathematics
English
Science
Marks
86
86
86
86
86
86
86
Done
Quick Links:
Figure 26: Admission page with grades received.
23
• If there are grades received from your secondary school, click view to see the information
on a page similiar to figure 26.
5.4
View and change your personal information
Figure 27: Portfolio page.
Click Portfolio in the NP to see a screen similiar to figure 27 in the MP. The following
use cases assume this to have been done already.
After any changes are made, either addition or deletion, you must click SAVE CHANGES
in the bottom right to make the changes permanent.
24
5.4.1
Change your name
• Click change name form. This is a link to a pdf file that you must fill out and hand in to
the school.
5.4.2
Change your address(es)
1. Click the address in the MP you wish to change under the “Address” label.
2. Type your changes in the text fields, for example, country, street, postal code, etc.
3. Click the Mailing or Home button to make the selected address the mailing or home
address respectively.
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Level 2
Name:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Primary:
Preferred:
Mr. Joe Student
Joe Student
To change your name, you must fill out and hand in the
following form: form1, form2.
Addresses:
1. Country:
Province:
Canada
Street Address:
N2J 4J1
Postal Code:
Changes take effect on:
City:
Waterloo
May, 1st, 2009
Mailing
Degree Checklist
Ontario
Waterloo Rd
Home
Phone Number:
123
456-7890
ext
First-time Users
555
444-3333
ext
Instructions
Add Number
Quest Help:
Troubleshoot
1
Preferred
Delete
Delete
Email Address:
[email protected]
Quick Links:
Emergency Contacts:
1.
Joe Parent
Delete
2.
Jane Parent
Delete
Add Contact
Discard Changes Save Changes
Demographic Info
WARNING: This page contains personal information.
Figure 28: Changing an address in the portfolio page.
4. Click the down arrow by the “changes take effect on” field to display a calendar. Click
the date in the calender to specify which day the address will be taking effect on, as
illustrated in figure 28.
25
5.4.3
Add an address
Figure 29: Adding address in the portfolio page.
1. Click Add Address to create a new address section, with blank information as illustrated
in figure 29.
2. Continue as in Changing your address.
5.4.4
Delete an address
• Click the delete button beside the address in the MP you wish to delete as illstrated in
figure 30.
26
Security
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Level 2
Sign Off
Name:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
Primary:
Preferred:
Mr. Joe Student
Joe Student
To change your name, you must fill out and hand in the
following form: form1, form2.
Addresses:
Add Address
Phone Number:
View Advisor
123
456-7890
ext
Degree Checklist
555
444-3333
ext
1
Preferred
Delete
Delete
Add Number
Quest Help:
First-time Users
Email Address:
[email protected]
Instructions
Troubleshoot
Quick Links:
Emergency Contacts:
1.
Joe Parent
Delete
2.
Jane Parent
Delete
Add Contact
Discard Changes Save Changes
Demographic Info
WARNING: This page contains personal information.
Figure 30: Deleting address in the portfolio page.
27
5.4.5
Edit a phone number
1. Click the phone number you wish to edit in the MP.
2. Enter the new information in the text field.
• Select the text field to change with the mouse and enter the information.
• Select the text field to change by pressing the tab key to shift the selected text
field in order from area code to number to extension, then enter the information.
3. Select whether or not the phone number is the preferred number by clicking the preferred radio button.
5.4.6
Delete a phone number
• Click delete beside the number you wish to delete. Deleting a number will remove the row
from the portfolio screen as illustrated in figure 31.
If the preferred phone number is deleted, the first number left in the list will become the
preferred number, if there is one.
5.4.7
Add a phone number
1. Click Add #. Adding a number will create a new blank row for a phone number, with
the text field for the area code having the focus (ready for input).
2. Add the phone number information as in Change a phone number, as illustrated in
figure 29
5.4.8
Change email address
1. Click on the email address field in the MP.
2. Type in the new email address as illustrated in figure 28.
5.4.9
Change emergency contact information
1. In the MP, click on the emergency contact whose information you wish to change to
bring up a new screen similiar to figure 34.
2. Click the text field to select the information to change,
3. Enter your changes
4. If you wish, check the radio button to make the contact have the same address as you.
28
Security
News | Quest
Level 2
Sign Off
Name:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Primary:
Preferred:
Mr. Joe Student
Joe Student
To change your name, you must fill out and hand in the
following form: form1, form2.
Addresses:
1. Country:
Province:
Canada
Street Address:
Postal Code:
Changes take effect on:
A1B 2C3
January, 1st, 2008
Mailing
Degree Checklist
Ontario
45 Blah Rd
Home
Delete
Add Address
Quest Help:
Phone Number:
First-time Users
123
Instructions
Add Number
Troubleshoot
ext
456-7890
1
Preferred
Delete
Email Address:
[email protected]
Quick Links:
Emergency Contacts:
1.
Joe Parent
Delete
2.
Jane Parent
Delete
Add Contact
Demographic Info
Discard Changes
Save Changes
WARNING: This page contains personal information.
Figure 31: Deleting phone number in the portfolio page.
29
Security
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Level 2
Sign Off
Name:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Primary:
Preferred:
Mr. Joe Student
Joe Student
To change your name, you must fill out and hand in the
following form: form1, form2.
Addresses:
1. Country:
Province:
Canada
Street Address:
Postal Code:
Changes take effect on:
A1B 2C3
January, 1st, 2008
Mailing
Degree Checklist
Ontario
45 Blah Rd
Home
Delete
Add Address
Quest Help:
Phone Number:
First-time Users
123
456-7890
Instructions
555
444-3333
ext
ext
1
Preferred
ext
Troubleshoot
Delete
Delete
Delete
Add Number
Quick Links:
Email Address:
[email protected]
Emergency Contacts:
1.
Joe Parent
Delete
2.
Jane Parent
Delete
Add Contact
Demographic Info
Discard Changes
Save Changes
WARNING: This page contains personal information.
Figure 32: Adding phone number in the portfolio page.
30
Security
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Level 2
Sign Off
Name:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Primary:
Preferred:
Mr. Joe Student
Joe Student
To change your name, you must fill out and hand in the
following form: form1, form2.
Addresses:
1. Country:
Province:
Canada
Street Address:
A1B 2C3
Postal Code:
Changes take effect on:
City:
Waterloo
January, 1st, 2008
Mailing
Degree Checklist
Ontario
45 Blah Rd
Home
Delete
Add Address
Quest Help:
Phone Number:
First-time Users
123
456-7890
ext
Instructions
555
444-3333
ext
Troubleshoot
Add Number
Quick Links:
1
Preferred
Delete
Delete
Email Address:
[email protected]
Emergency Contacts:
1.
Joe Parent
Delete
2.
Jane Parent
Delete
Add Contact
Demographic Info
Discard Changes Save Changes
Figure 33: Changing the email in the portfolio page.
31
Security
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Level 2
Sign Off
Emergency Contact:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
Name (*) :
Relationship (*):
Canada
Country:
Street Address:
Postal Code:
Telephone: 1)
View Advisor
Quest Help:
Father
Check here if contact has same address as you
See Grades
Degree Checklist
Joe Parent
Province:
Ontario
45 Blah Rd
A1B 2C3
111
222-3334
ext
555
444-3333
ext
1
(*)
Delete
Add Number
(*) denotes a required field.
Return to Portfolio
Save Changes
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 34: Emergency contact page in the portfolio.
5. Add any additional phone numbers by clicking Add phone # and adding the phone
number information.
6. Click RETURN TO PORTFOLIO to return to the portfolio page.
5.4.10
Add an emergency contact
1. Click Add Contact in the MP to bring up a new screen.
2. Fill out the contact information as in Change emergency contact information.
5.4.11
Delete an emergency contact
• Click delete beside the emergency contact you wish to delete.
5.4.12
View your demographic information
1. Click Demographic Info. Warning, this page will show personal information.
2. A page similiar to figure 35 will be displayed.
3. click RETURN TO PORTFOLIO to finish viewing the information and returning to
the portfolio.
32
Security
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Level 2
Sign Off
Demographic Information:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
Name:
ID:
Date of Birth:
Joe Student
10483392
09/01/1983
Marital status:
National Identification Number:
single
Canada SIN: 123456789
Citizenship Information:
Citizenship:
Citizen
View Advisor
Visa or Permit Data:
Degree Checklist
Type:
Country:
Canada
Country:
Quest Help:
First-time Users
Return to Portfolio
Instructions
Troubleshoot
Quick Links:
Figure 35: Demographic information page in the portfolio.
5.5
Viewing your financial information
Click Finance in the NP to see the following financial information screen similiar to figure 36
in the MP. The following use cases assume this to have been done already.
5.5.1
View your account by term
• Click on the term in the MP you wish to view to see a screen similiar to figure 37.
5.5.2
View your account details
1. Click on the term in the MP you wish to see the details of.
2. Click View account details to see the information summary of your account as illustrated in figure 38.
5.5.3
View your financial aid infomation
1. Click Financial aid in the NP to see a list of aid years in the MP.
2. Click on the aid year you wish to see more details on. A page similiar to figure 39 will
be displayed.
33
Security
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Level 2
Sign Off
Account Summary
News:
Important Dates
Portfolio:
Finance:
Account Summary:
Fee payments:
Financial Aid:
My Earnings:
Aid homepage:
Balance for all terms
0.00
Term
Spring 2008
Winter 2007
Fall 2007
Spring 2007
Winter 2006
Fall 2006
Balance
0.00
0.00
0.00
0.00
0.00
0.00
Institution
UW
UW
UW
UW
UW
UW
CAD
CAD
CAD
CAD
CAD
CAD
CAD
Click term to see details
OSAP homepage:
Grad awards:
Academic:
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 36: Finance page.
Security
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Level 2
Sign Off
Account Summary for Term
Term: Fall 2007
News:
Important Dates
Portfolio:
Finance:
Account Summary:
Registered Status: Enrol Request
UW
Charge Activity
Payment Activity
Anticipated Aid Activity
1234.56 CAD
1234.56 CAD
0000.00 CAD
Term Balance
0000.00 CAD
Fee payments:
Financial Aid:
View Account Detail
My Earnings:
Aid homepage:
OSAP homepage:
Grad awards:
Academic:
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 37: Term summary for your finances.
34
Security
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Level 2
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Account Detail for Term
As of date: 11/30/2008
Term: Fall 2007
News:
Registered Status: Enrol Request
University of Waterloo
Important Dates
Charges
Tuition
FEDS Fee
Math Endowment Fund
WPIRG
1000.00
150.00
50.00
34.56
Financial Aid:
Total Charges
1234.56 CAD
My Earnings:
Payment Received
Bank Payment
1234.56 CAD
Total Payment Received
1234.56 CAD
Portfolio:
Finance:
Account Summary:
CAD
CAD
CAD
CAD
Fee payments:
Aid homepage:
OSAP homepage:
Grad awards:
Financial Aid
Academic:
0.00 CAD
Aid Received
Quest Help:
First-time Users
Instructions
Anticipated Aid
Total Anticipated Aid
0.00 CAD
Term Balance
0.00 CAD
Troubleshoot
Quick Links:
Figure 38: Detailed summary for your finance.
Security
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Level 2
Sign Off
Financial Aid
Select Aid Year
News:
Important Dates
Portfolio:
Finance:
Account Summary:
Institution
Year
2009
2008
2007
Amount
CAD
0.00
0.00
CAD
CAD
0.00
Fee payments:
Financial Aid:
Total Aid
0.00
My Earnings:
Aid homepage:
OSAP homepage:
Grad awards:
Academic:
Quest Help:
First-time Users
Instructions
Troubleshoot
Quick Links:
Figure 39: Financial aid page.
35
CAD
6
6.0.4
Advanced usage
Security Level
There are 2 security levels in Quest:
Level 1 You are only allowed to see class schedule and course catalogue without being asked
for a password.
Level 2 You are allowed to perform all activities without being asked for a password.
When you have just logged onto Quest, your security level will be 2 as indicated by the
green key icon at the top as illustrated in figure 40. However, when you have become inactive
for 10 minutes, your security level will be reduced to 1 and the key icon will turn red. This
measure ensures that user will not be hindered for non-security sensitive activities, but still
provides security for sensitive activities.
News | Quest
Security
News | Quest
Security
Level 2
Level 1
Sign Off
Sign Off
Figure 40: Icon that indicates your browser’s session security level.
The system polls the UWDir directory server for user name and password validation. So,
there is an exponential delay for each failed login attempt. If your login failed, your account
will not be locked out indefinitely, and but there is very time consuming wait for a malicious
user to lock out your account. For the first time a login failed, you must wait 4 seconds, the
second time 8 seconds, third time 17 seconds, etc... as the mathematical function:
Delay in second =
6.0.5
3Failed Attempt
+3
2
Service Holds
If you are under service holds, you will see a similar page to this after logging in: Pages
affected will have a block icon displayed as illustrated in figure 41.
36
Security
News | Quest
Level 2
Sign Off
Welcome Student Roux:
News:
Important Date
Portfolio:
Finance:
Academic:
Enrollment
See Grades
View Advisor
Degree Checklist
Your account is currently under service hold because you
owe us money. You cannot enroll into courses, view your
grades, or request transcripts until your account is
cleared.
Students Notice:
The last day to enroll into a class is October 1, 2008.
Quest Notice:
Quest is typically available
* 1:00 am to 11:59 pm, Monday, Tuesday, and
Thursday through Sunday EDT
Figure 41: Icons that indicates service hold in active.
37