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Thursday, October 16, 2014

When to save

Have you ever wondered when and how often you should save your entries in PeopleSoft, particularly when there is more than one tab displayed?

In a component, which is a collection of related pages (displayed as tabs) such as Student Program Plan or Maintain Schedule of Classes, you really need only save once, HOWEVER there are two rules/guidelines that apply:

  1. On a component with an effective date, such as Student Program Plan, once you save you will not be able to make any additional changes on any tab. Therefore, it is critical that you make all of your changes, across all tabs, and save once (and ONLY once) when working with a component with an effective date.

  2. On a component without an effective date, such as Maintain Schedule of Classes, you may save as often as you wish. In fact, you may even find it helpful to save multiple times as you go through a process involving several tabs.




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