Personalizing Collaborator Workbench

This chapter covers the following topics:

Overview

You can set up Collaborator Workbench to display any information you want to see. You can specify which modules you want to see and open as many modules as you like, each module showing different information. By positioning required modules in the wide and narrow panes, you will be able to view information that is important to you together on one page.

You can configure the position of a modules on the Web page and also the way the information contained in the modules is presented. You can configure My Tasks and My Worksheets to specify which worksheets are shown and how many tasks are be listed.

Configuring Your Default Layout

The Collaborator Workbench page includes a wide pane and a narrow pane, and each pane has a possible set of modules that it can display. You choose the modules and their display order, top to bottom.

Note: Your choices here affect your default layout in both Collaborator Workbench and Oracle Demantra Anywhere.

To personalize your default layout

  1. Click the Personalize link.

    The Personalize - Modules page appears. This page contains two lists: one for items that can be displayed in the wide pane and one for items that can be displayed in the narrow pane.

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    These lists include the following:

    • My Tasks and My Worksheets, which can be displayed only in the wide pane.

    • Who's Online, which can be displayed only in the narrow pane.

    • Worksheets that have been defined as content and to which you have access. When a worksheet is defined as content, it is defined as belonging to the wide pane or the narrow pane. If you own the worksheet, you can change this; see Creating and Redefining Content Panes.

  2. In each list, use the check boxes to select or deselect the modules that you want to see.

  3. Click Next.

    The Personalize - Order page appears. Like the previous page, this page has one list for the wide pane and one for the narrow pane.

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  4. Select a module and then click the up or down buttons to change its position in the list.

    The order here is the order in which these modules are shown in Collaborator Workbench.

  5. Click Next.

    The next page summarizes your choices. You can return to the previous pages to make further alterations.

  6. Click Finish to save your changes. Or click Back to go back to the previous page.

Configuring My Tasks

You can configure the number of tasks to appear in My Tasks. You can order tasks by the different task fields and decide how many tasks you would like displayed. In this way you can, for instance, show the last few tasks that you have been sent, or the oldest ones.

To configure My Tasks

  1. If Collaborator Workbench is not currently displaying My Tasks, then display it as described in Configuring Your Default Layout.

  2. In My Tasks module, click the personalize button in the upper right corner of the pane.

    Collaborator Workbench displays a page like the following:

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  3. In the Number of Tasks to View field, type the maximum number of tasks that you want to see in My Tasks.

  4. From the Order Tasks by list, select the field by which you want to list the tasks.

  5. From the Sort dropdown menu, select the sorting order that you want for the tasks. Task fields can be listed in either ascending or descending order.

  6. Click Finish.

    My Collaborator Workbench refreshes with My Tasks in the new configuration.

Configuring My Worksheets

You can configure how many and which worksheets are shown in My Worksheets.

To configure My Worksheets

  1. If Collaborator Workbench is not currently displaying My Worksheets, then display it as described in Configuring Your Default Layout.

  2. In My Worksheets module, click the personalize button in the upper right corner.

    Collaborator Workbench displays a list of all available worksheets. This includes all worksheets you own and all public worksheets.

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  3. Select the check box next to each worksheet that you want to display.

  4. Click Next.

    Collaborator Workbench displays a new page where you specify how many worksheets to display as well as the display order for the worksheets you have selected.

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  5. In the Number of Worksheets to View field, type the maximum number of worksheets that you want to see in My Worksheets.

  6. In the Order list, click a worksheet and then click the up or down arrows to specify the display order of that worksheet. Repeat as necessary.

  7. Click Finish to save your changes. Or click Back to go back to the previous page.