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Working with the MedEd Event Homepage

The MedEd Event Homepage is the starting point for managing MedEd events.

NOTE: Your company administrator can customize the layout of your MedEd Event Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a MedEd Event

You can create a MedEd event by clicking the New button in the My Recently Viewed MedEd Events section. For more information, see Creating Records and MedEd Event Fields.

Working with MedEd Event Lists

The MedEd Event Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for MedEd events.

MedEd Event List

Filters

All MedEd Events

All events, sorted alphabetically on event name

All MedEd Events This Month

Events with Status = Active, In Progress, or Planned and with Start Date that falls within the current month.

All Current MedEd Events

Events that meet both these conditions:

  • Status = Active, In Progress, or Planned
  • Start Date falls in the range of 30 days before today to 60 days after today.

Recently Created MedEd Events

All events, sorted by the created date

Recently Modified MedEd Events

All events, sorted by the modified date

My MedEd Events

MedEd events with your name in the Owner field

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recently Modified MedEd Events

The My Recently Modified MedEd Events section shows the MedEd events you modified most recently.

Viewing MedEd Event-Related Tasks

The MedEd Event-Related Tasks section shows the tasks assigned to you, sorted by due date and then priority. It also shows the following information:

  • Due Date. Date task is due as set by you or your manager.
  • Arrow. The priority for tasks as set by you or your manager, such as 1-High, 2-Medium, or 3-Low. The task priority is indicated by arrows: an up arrow for high priority, no arrow for medium priority, and a down arrow for low priority.

    NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

  • Subject. Title of task. Click the link to review the task.
  • MedEd Event. The MedEd event associated with the task.

To expand the list, click Show Full List.

Adding Sections to Your MedEd Event Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your MedEd Event Homepage:

  • MedEd-Related Tasks
  • Recently Created MedEd Events
  • Recently Modified MedEd Events
  • My Recently Created MedEd Events
  • My Recently Modified MedEd Events
  • One or more report sections (Your company administrator can make report sections available for display on your MedEd Event Homepage.)

To add sections to your MedEd Event Homepage

  1. On the MedEd Event Homepage, click Edit Layout.
  2. On the MedEd Event Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Information

See the following topics for related MedEd event information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.