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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Oracle Business Process Management Suite (Oracle BPM Suite) Overview
1.1
Introduction to the Oracle BPM Suite
1.2
Oracle BPM User Personas
1.3
Oracle BPM Suite Components
1.3.1
Process Modeling and Implementation
1.3.1.1
Oracle BPM Studio
1.3.1.2
Oracle Business Process Composer (Business Process Composer)
1.3.1.3
Oracle Metadata Service (MDS)
1.3.1.4
Oracle BPM Projects
1.3.2
Oracle BPM Run Time Components
1.3.2.1
Oracle BPM Engine
1.3.2.2
Oracle Human Workflow
1.3.2.3
Oracle Business Rules
1.3.2.4
Oracle WebLogic Server
1.3.2.5
Oracle Enterprise Manager
1.3.3
Oracle BPM Suite Process Participant Applications
1.3.3.1
Oracle Business Process Management Workspace (Process Workspace)
1.3.3.2
Oracle Business Process Management Process Spaces (Process Spaces)
1.3.4
Other Oracle BPM Suite Components
1.3.4.1
Process Analytics
1.3.4.2
Guided Business Processes
1.4
Oracle Business Process Analysis Suite
1.5
Introduction to the Application Development Life Cycle
1.5.1
Process Modeling
1.5.2
Implementation
1.5.3
Deployment
1.5.4
Oracle BPM Run Time
1.6
Oracle BPM Use Cases
1.6.1
Use Case: Using Oracle BPM Studio to Create Project Templates
1.6.2
Use Case: Using Oracle BPM Studio to Model Processes and Deploy an Application
1.6.3
Use Case: Using Business Process Composer to Create Process Blueprints
1.6.4
Use Case: Using Business Process Composer to Revise Oracle Business Rules
1.6.5
Use Case: Using the Oracle Business Process Analysis Suite to Model Your Business Processes
Part I Using Oracle Business Process Management Workspace
2
Getting Started with Oracle Business Process Management Workspace (Process Workspace)
2.1
Understanding Process Workspace
2.2
Starting and Logging In to Process Workspace
2.3
Navigating Process Workspace
2.3.1
About the Process Workspace Tasks Page
2.3.2
About the Process Workspace Process Tracking Page
2.3.3
About the Process Workspace Standard Dashboards Page
2.4
Setting Your Preferences in Process Workspace
2.4.1
Accessing Process Workspace in Local Languages
2.4.2
Providing a Digital Signature in Process Workspace
2.4.3
Setting a Vacation Period in Process Workspace
2.4.4
Setting Rules in Process Workspace
2.4.5
Setting Notification Preferences in Process Workspace
2.4.6
Setting Accessibility Preferences in Process Workspace
3
Working on Tasks in Oracle Business Process Management Workspace (Process Workspace)
3.1
What You Need to Know When Acting on Tasks in Process Workspace
3.2
Working with the Process Workspace Tasks Page
3.2.1
Viewing Task Details in Process Workspace
3.2.1.1
Performing System Actions in Process Workspace
3.2.2
Customizing the Task List in Process Workspace
3.2.2.1
How to Filter Tasks
3.2.2.2
How to Create and Customize Worklist Views
3.2.3
Searching for Tasks in Process Workspace
3.3
Claiming and Releasing Tasks in Process Workspace
3.4
Reassigning and Delegating Tasks in Process Workspace
3.5
Associating Comments and Attachments with Tasks in Process Workspace
3.6
Requesting Information in Process Workspace
3.7
Setting Rules, Vacation Periods, and Preferences in Process Workspace
3.7.1
How to Create User Rules in Process Workspace
3.7.2
How to Create Group Rules in Process Workspace
3.7.3
How to Enable a Vacation Period in Process Workspace
3.7.4
How to Set Notification Preferences in Process Workspace
3.8
Creating ToDo Tasks and Subtasks in Process Workspace
3.9
Acting on Tasks that Require Passwords in Process Workspace
3.10
Acting on a Task that Requires a Digital Signature in Process Workspace
3.11
Routing Tasks in Process Workspace
4
Working on Process Instances in Oracle Business Process Management Workspace (Process Workspace)
4.1
Initiating Process Instances in Process Workspace
4.2
Viewing the Details of a Process Instance in Process Workspace
4.3
Searching for Process Instances in Process Workspace
4.3.1
How to Perform a Basic Search for Process Instances
4.3.2
How to Perform an Advanced Search for Process Instances
4.4
Associating Comments and Attachments with a Process Instance in Process Workspace
4.5
Performing a Bulk Operation in Process Workspace
4.6
Canceling a Process Instance in Process Workspace
4.7
Customizing the Presentation of Process Instances in Process Workspace
5
Creating and Editing Custom Pages in Oracle Business Process Management Workspace (Process Workspace)
5.1
Creating Custom Pages in Process Workspace
5.1.1
How to Create a Custom Page
5.1.2
How to Add an Applications Panel to a Customized Page
5.1.3
How to Add a Dashboards Panel to a Customized Page
5.1.4
How to Add a Process Instance Panel to a Customized Page
5.2
Establishing Communication Between Panels
5.2.1
How to Establish Communication Between Panels
5.3
Editing Custom Pages and Panels in Process Workspace
6
Using Dashboards in Oracle Business Process Management Workspace (Process Workspace)
6.1
Using Standard Dashboards
6.1.1
Participant Dashboards
6.1.1.1
Participant Workload Dashboard
6.1.1.2
Participant Performance Dashboard
6.1.2
Process Dashboards
6.1.2.1
Process Workload Dashboard
6.1.2.2
Process Performance Dashboard
6.2
Creating Custom Dashboards
6.2.1
Specifying Graph Content
7
Managing Workloads Among Users in Oracle Business Process Management Workspace (Process Workspace)
7.1
Managing the Availability of Users in Process Workspace
7.2
Creating Group Rules in Process Workspace
7.3
Setting Assignment Rules for Tasks with Multiple Assignees
7.4
Reassigning or Delegating Tasks in Process Workspace
7.5
Using Reports to Manage Workflows in Process Workspace
7.5.1
How to Create Reports
7.5.2
What Happens When You Create Reports
7.6
Using Dashboards to Manage Workflows in Process Workspace
7.7
Handling Escalations in Process Workspace
8
Performing Administration in Oracle Business Process Management Workspace (Process Workspace)
8.1
Setting the Display of the Work Items Panel (Application Preferences) in Process Workspace
8.2
Managing Other Users' or Groups' Rules (as an Administrator) in Process Workspace
8.3
Managing Your Organization in Process Workspace
8.3.1
Understanding Deployment of Organization Entities in Process Workspace
8.3.2
Managing Holiday Rules in Process Workspace
8.3.3
Managing Calendar Rules in Process Workspace
8.3.4
Managing Roles in Process Workspace
8.3.4.1
How to Add New Application Roles
8.3.4.2
How to Grant and Revoke Roles
8.3.4.3
How to Create and Manage Role-Specific Views and Layouts
8.3.5
Managing Organization Roles in Process Workspace
8.3.6
Extending User Properties in Process Workspace
8.3.7
Managing Organizational Units in Process Workspace
8.4
Managing Tasks as an Administrator in Process Workspace
8.4.1
Using Flex Fields in Process Workspace
8.4.1.1
How to Map Flex Fields
8.4.2
Administering Approval Groups in Process Workspace
8.4.2.1
How to View Approval Groups
8.4.2.2
How to Search for an Approval Group
8.4.2.3
How to Add a Static Approval Group
8.4.2.4
How to Add a New Member to a Static Approval Group
8.4.2.5
How to Delete a Member from an Approval Group
8.4.2.6
How to Move an Approval Group's Members
8.4.2.7
How to Nest Approval Groups
8.4.2.8
How to Rename an Approval Group
8.4.2.9
Using Dynamic Approval Groups
8.4.2.10
How to Delete an Approval Group
8.4.3
Using Task Configuration in Process Workspace
8.4.3.1
How to Edit Event-Driven Settings
8.4.3.2
How to Edit Data-Driven Settings
8.4.4
Using Evidence Search in Process Workspace
8.4.5
Managing Exceptions in Process Workspace
8.5
Using the User Metadata Migration Utility
Part II Using Oracle Business Process Management Process Spaces
9
Getting Started with Oracle Business Process Management Process Spaces (Process Spaces)
9.1
Understanding Process Spaces
9.1.1
Oracle WebCenter Group Spaces for Business Process Management
9.2
Starting and Logging In to Process Spaces
9.3
Navigating Process Spaces
9.3.1
About the Process Spaces Process Workspace
9.3.1.1
The Process Workspace Home Page
9.3.1.2
The Process Workspace Process Tracking Page
9.3.2
The Modeling Space in Process Spaces
9.3.3
The Process Instance Space in Process Spaces
10
Using and Customizing a Process Workspace in Process Spaces
10.1
The Process Workspace Home Page in Process Spaces
10.2
Acting on Tasks in Process Spaces
10.3
Filtering Tasks in Process Spaces
10.4
Adding Members to the Group Space in Process Spaces
10.5
Adding Documents to Process Workspace in Process Spaces
10.6
Participating in Discussions in Process Spaces
10.7
Viewing Recent Activity in Process Spaces
10.8
Initiating a Process Instance in Process Spaces
10.9
Filtering Process Instances in Process Spaces
10.10
Canceling a Process Instance in Process Spaces
10.11
Adding Documents to Process Instances in Process Spaces
10.12
Using and Customizing Dashboards in Process Spaces
10.13
Creating an On-Demand Group Space for an Instance in Process Spaces
10.14
Customizing Process Workspace in Process Spaces
10.15
Subscribing to a Process Workspace Group Space in Process Spaces
11
Using and Customizing a Process Modeling Space in Process Spaces
11.1
About Modeling Spaces in Process Spaces
11.2
The Process Modeling Space Page in Process Spaces
11.3
Customizing a Process Modeling Space in Process Spaces
12
Using and Customizing a Process Instance Space in Process Spaces
12.1
The Process Instance Space in Process Spaces
12.2
Adding Comments and Attachments to a Process Instance in Process Spaces
12.3
Tracking a Process Instance in Process Spaces
12.4
Adding a Document to a Process Instance Space in Process Spaces
12.5
Participating in a Discussion in a Process Instance Space in Process Spaces
12.6
Customizing a Process Instance Space in Process Spaces
13
Performing Administration in Process Spaces
13.1
Understanding Roles and Permissions in Process Spaces
13.2
Understanding Task Flows in Process Spaces
13.3
Editing Pages in Process Spaces
13.4
Configuring a Group Space in Process Spaces
A
User Interfaces of Oracle Business Process Management Workspace (Process Workspace)
A.1
The Process Workspace Tasks Page
A.2
The Process Workspace Task Details Page
A.2.1
Task History
A.3
The Process Workspace Process Tracking Page
A.4
The Process Workspace Process Audit Details Panel
Index
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