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Working with the Solution Homepage

The Solution Homepage is the starting point for managing solutions.

NOTE: Your company administrator can customize the layout of your Solution 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 Solution Record

You can create a solution record by clicking the New button in the My Recently Viewed Solutions section. For more information, see Creating Records and Solution Fields.

Working with the Solution Lists

The Solution 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 Solutions.

Solution List

Filters

Approved Solutions

Status = Approved

Published Solutions

Published = Y

Recently Created Solutions

All solutions, sorted by the created date

Recently Modified Solutions

All solutions, sorted by the modified date

Draft Solutions
(visible only to users with the Publish Solutions privilege)

Status = Draft

Highest Rated Solutions

Highest cumulative ratings given by all individuals

Most Active Solutions

Frequently linked with Service Requests

All Solutions

All solutions, sorted alphabetically on Solution Title

My Recently Modified Solutions

All solutions you own, sorted by the modified date

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 Viewed Solutions

The My Recently Viewed Solutions section shows the solutions that you viewed most recently.

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

Viewing Most Active Solutions

The Most Active Solutions section shows the solutions that have been frequently linked with service requests. High usage can indicate to a service organization the specific areas where customers are being challenged by product and services. Organizations can respond by providing more information to service representatives to help customers or by providing more information to customers directly.

Viewing Highest Rated Solutions

The Highest Rated Solutions section lists the solutions with the highest cumulative ratings given by all individuals.

Adding Sections to Your Solution Homepage

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

  • Recently Created Solutions
  • Recently Modified Solutions
  • My Recently Created Solutions
  • My Recently Modified Solutions
  • One or more report sections (Your company administrator can make reports available on your Solution Homepage.)

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

To add sections to your Solution Homepage

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