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⚠️ Scheduled Maintenance: CORE, PB, and iA will be unavailable Sat, Sept 12 until Sunday afternoon.
When you log into CORE, you will land on the homepage for your primary assigned Business Role.
Quick Links are the colorful icons on the top of your homepage. They provide direct access to CORE pages for the Business Role you are currently using, or they link to other resources like the CORE Support website.
Widgets are below the Quick Links on your homepage. They are quick-glance dashboards of data that will be helpful to your daily work, such as recent transactions you have created or a count of transactions in your worklist waiting for your approval, for example.
You can change your current Business Role by clicking on your initials circle at the top right of your CORE browser session. If you have more than one Business Role available to you, it will show in your My Roles section of the drop-down.
Each Business Role provides you with different homepage quick links and widgets. However, (and this is really important!) Business Roles do not grant you security access. Access to create, edit, or approve various transactions and maintenance tables in the CORE systems can only be granted or removed by security roles given to you via the UDOC process.
Business Roles are a handy tool for organizing all the links and dashboards users need for daily tasks. This means that someone using their Budget Business Role will have different Quick Links and Widgets than someone using their Procurement Business Role, for example. This is because when you are doing budget tasks versus when you are doing procurement tasks, you have different job responsibilities and use different document transactions and screens in the system.
Here, you can also view your Account Settings. You can view Personal Information, Password Management, Update Security Questions, View Preferences, and Manage Notifications.
The Preferences tab allows you to customize how CORE behaves for your account. Settings apply system-wide and remain in effect until changed.
To update your user preferences:
Select from the following options based on your needs:
Enable Auto Tabbing: Skip icons when tabbing through fields.
Minimize Information Tabs: Set whether tab content areas are minimized or expanded by default.
Hide Toolbar and Pagination: Choose whether toolbars/pagination appear on read-only grids.
Enable Field DB (Database) Help: View database info popups by hovering over field titles.
Click Save at the top right corner of the page.
Note: Changes to your preferences will take effect after logging out and back in.
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