Navigating Self Service (How-to)

Self Service is where you update information and complete tasks including registration, time entry, grading, and submitting payments. Below are instructions for customizing that menu page and accessing all Self Service resources available to you.


1. myDrake Commonly Used Apps section

  1. From myDrake, in the Commonly Used Apps section, click on the Self Service link. For instructions on accessing myDrake, see one of the knowledge base articles linked to the right.

myDrake self service button

2. Self Service Dashboard

  1. The first time you access this system, you will land on a Welcome screen. Click Get Started.
  2. You'll then land on the Make it Your Own screen. Click Next.
  3. On the Enhance your Experience screen, click No Thanks or Accept. NOTE: You will only have to click through these initial screens the first time you access the page.
  4. The menu page will show any default cards for your campus role. This will be where you land in the future when you click Self Service from myDrake. Want to add more cards? Click + Discover More. This will take you to the Discover page.
Experience Welcome Screen
 
Make it Your Own screen
 
Enhance your experience screen
 
Default Dashboard screen

3. Discover Page

On the Discover page you will see cards with links that are related to your role at Drake that you can add to your customized Dashboard.

  1. To add a card, click on the bookmark icon in the upper right corner of a card. NOTE: Options will vary by role.
  2. You will then see a success message in the upper right corner of your screen.

Discover screen

Card saved successfully

4. Updated Self Service Dashboard

Once you've added your cards by clicking the bookmark icon, you'll then see those cards each time you visit the Self Service Dashboard.

  1. Clicking on any of the card links will open the destination in a new tab, so you can navigate back to the main screen.
  2. To remove a card, simply click on the bookmark icon again. You'll then see a success message that you've removed the card in the upper right corner. NOTE: You can also rearrange card order by dragging and dropping individual cards.
Updated Dashboard screen

5. Full Self Service Menu

Frequently used links are found on the cards on the Self Service Dashboard.

  1. From any Self Service page, click on the four square menu icon in the upper left corner.
  2. From there, you'll be taken to the menu which has the full listing of available links. NOTE: You will see all menu items even if your role doesn't allow you to click through to specific functions.

Employee Dashboard with four square menu highlighted

Four Square menu

Details

Article ID: 140015
Created
Tue 12/7/21 8:36 AM
Modified
Tue 1/4/22 2:53 PM