Menu Items Table

Use this option to view the menu structure, program references, and security information for the options available in the PowerSchool ERP software. You can also add menu selections for site-specific programs.

You can use the Menu Items page to:

• Add, update, and delete sub-menus, groups, and group (menu) items.

• Move group and group (menu) items using drag-and-drop.

• Generate a report listing the entire menu structure.

• View the security resources associated with packages, sub-menus, groups, and group (menu) items.

Menu Path

From the System Administration menu, select Administration. From the Reference Tables menu, select Menu Items.

Terms

The following terms are used to identify the elements of the menu structure in PowerSchool ERP software:

The order of these elements in the Menu Items page is referred to as a "tree structure," with Package as the highest element in the structure, followed by Sub-Menu, Group, and then Group Item.

Action Bar

The Menu Items action bar displays the following action items:

The following action items display depending on whether a package, sub-menu, or group is selected in the Menu Option list:

Display Packages, Sub-Menus, Groups, and Group (Menu) Items

1. Open the Menu Items page.

2. To view a package sub-menus, groups, and group (menu) items:

   • Expand a package, sub-menu, or group by clicking its Expand button.

   • Collapse a package, sub-menu, or group by clicking its Collapse button.

3. To view details on a package, sub-menu, group, or group (menu) item, select it. The details display in the Menu Item Information section. For descriptions of the section's fields, refer below to the Fields section.

4. To view the security resources associated with a package, sub-menu, group, or group (menu) item, select it, and then click Security Resources to display the Associated Resources window. Click OK to close the window.

Add a Sub-Menu to a Package

1. Open the Menu Items page.

2. Select the package, and then click Add Sub-Menu on the Action Bar to display the Add Sub-Menu window.

3. In the Sub-Menu field, select a sub-menu. The field's drop-down list displays sub-menus that are not currently used by the package.

4. Click OK to add the sub-menu to the tree structure.
   You must add a group to the empty sub-menu. Otherwise, clicking Save generates an error.

Add a Group to a Sub-Menu

1. Open the Menu Items page.

2. Click Expand for a package to display its sub-menus.

3. Select the sub-menu where you want to add the group, and click Add Group on the Action Bar.

4. In the Menu Item Information section, complete the fields.

5. Click OK.

6. Click Save to save the group.
   You must add menu items to the empty group. Otherwise, the group will not display in the package menu.

Add Menu Items to a Group

1. Open the Menu Items page.

2. As needed, use Expand to display the sub-menu and group you want to access.

3. Select the group where you want to add the item, and click Add Group Item on the Action Bar.

4. In the Menu Item Information section, complete the fields.

5. Click OK.

6. Click Save to save the items to the group.

Add a Menu Option to Launch a Cognos Report URL

Users will need the appropriate security to run Cognos reports in order to run a Cognos report directly from the PowerSchool ERP menu. If desired, enter the appropriate security restrictions in the Package, Subpackage or Function in the Menu Item Information section.

1. Launch Cognos by selecting the Cognos link in My PowerSchool ERP.

2. Locate the specific report you want to add to the menu.

3. Right-click on the report, and then select Properties.

4. Copy the Address (URL).

5. In PowerSchool ERP, open the Menu Items page.

6. As needed, use Expand to display the sub-menu and group you want to access.

7. Select the group where you want to add the report, and then click Add Group Item on the Action Bar.

8. In the Program Call field, enter the following information in this order:
   Example: clientURLhttp://cog1:80/cognos/cgi-bin/cognos.cgi?&CAMNamespace=PowerSchool ERP&spi_db_name=finplus52

9. Complete the rest of the fields.

10. Click OK.

11. Click Save to save the item.

Update Groups and Group (Menu) Items

1. Open the Menu Items page.

2. As needed, use Expand to display the group or item you want to access.

3. Select the group or item, and then click OK.

4. In the Menu Item Information section, change the fields as needed.

5. Click OK.

6. Click Save to save the updates.

Delete Sub-Menus, Groups, and Group (Menu) Items

1. Open the Menu Items page.

2. As needed, use Expand to display the sub-menu, group, or menu item you want to delete.

3. Complete the following:

   • To delete a sub-menu, delete all of its groups.

   • To delete a group and all of its menu items, select the group, click Delete, and then click Yes in the confirmation dialog.

   • To delete a menu item, select the item, click Delete, and then click Yes in the confirmation dialog.

4. Click Save to save the deletions.

Move Groups and Group (Menu) Items

Group items can be moved to any group in the page, even within another package or sub-menu.

1. Open the Menu Items page.

2. As needed, use Expand to display the group and menu items you want to access.

3. To drag and drop groups and items, click and hold title of the group or item, and then drag it to the desired location on the page.

4. Click Save to save the changes.
   Note that group items will be re-ordered alphabetically when saved.

Generate the Menu Item Listing Report

1. Open the Menu Items page.

2. Click Print.

3. In the Print window, specify how to generate the report, and then click OK. The default file name is menuitem_list.rpt.

Fields and Descriptions

Menu Item Information Section