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Working with the Policy Homepage

The Policy Homepage is the starting point for managing policies.

NOTE: Your company administrator can customize the layout of your Policy 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 Policy

You can create a policy by clicking the New button in the Recently Modified Policy section. For more information, see Creating Records and Policy Fields.

Working with Policy 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 policies.

Policy List

Filters

All Policies

All policies to which you have visibility, regardless of who owns the record

Recently Modified Policies

All policies with your name in the Owner field, sorted by the modified date.

My Policies

Policies 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 Policies

The Recently Modified Policies section shows the policies that were modified most recently.

To expand the list, click Show Full List.

Adding Sections to Your Policy Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Policy Homepage, depending on which sections your company administrator has made available for display on your Policy Homepage.

The following procedure describes how to add sections to your Policy Homepage.

To add sections to your Policy Homepage

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

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