Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Accreditation Homepage

The Accreditation Homepage is the starting point for managing accreditations.

NOTE: Your company administrator can customize the layout of your Accreditation 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 an Accreditation

You can request an accreditation by clicking the New button in the Recently Modified Accreditations section. For more information on creating accreditations, see Creating Records and Accreditation Fields.

Working with Accreditation Lists

The Accreditation Lists section displays 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 accreditations.

Accreditation List

Description

All Accreditations

Lists all accreditations to which you have visibility, regardless of the owner.

Recently Created Accreditations

All accreditations that were created in the last 30 days to which you have visibility. The default sort order is reverse chronological, so that the most recently created accreditation appears first in the list.

Recently Modified Accreditations

All accreditations that have been modified within the last 30 days to which you have visibility. The default sort order is reverse chronological, so that the most recently modified accreditation appears first in the list.

Recently Introduced Accreditations

All accreditations that became available within the last 90 days to which you have visibility. The default sort order is reverse chronological, so that the most recently introduced accreditation appears first in the list.

Retiring Accreditations

All accreditations that are scheduled to be retired within the next 90 days to which you have visibility. The default sort order is chronological, so the accreditation that is about to be retired first appears first in the list.

My Accreditations

All accreditations owned by you.

My Recently Created Accreditations

All accreditations created within the last 30 days that are owned by you.

My Recently Modified Accreditations

All accreditations updated within the last 30 days that are owned by you.

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 Accreditations

The Recently Modified Accreditations section shows the accreditations that were modified most recently.

To expand the list, click the Show Full List link.

Adding Sections to Your Accreditation Homepage

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

  • All Accreditations
  • Recently Created Accreditations
  • Recently Modified Accreditations
  • Recently Introduced Accreditations
  • Retiring Accreditations
  • My Accreditations
  • My Recently Created Accreditations
  • My Recently Modified Accreditations

To add sections to your Accreditation Homepage

  1. On the Accreditation Homepage, click Edit Layout.
  2. On the Accreditation 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.