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Working with the Vehicle Homepage

The Vehicle Homepage is the starting point for managing vehicles.

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

You can create a vehicle by clicking the New button in the My Recently Viewed Vehicles section. For more information, see Creating Records and Vehicle Fields.

Working with Vehicle Lists

The Vehicle 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 vehicles.

Vehicle List

Filters

All Vehicles

All vehicles, sorted by the vehicle identification number (VIN)

All Recently Modified Vehicles

All vehicles, 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 Modified Vehicles

The My Recently Modified Vehicles section shows the vehicles that you viewed most recently.

Viewing Vehicle-Related Service Requests

The Vehicle-Related Service Request section shows this information:

  • Service Number. The service requests assigned to you. Click SR Number to review the service request.
  • Subject. The title of the service request.
  • Asset. The asset corresponding to the service request.
  • Show Full List. Expands the list of vehicle-related service requests.

To expand the list, click Show Full List.

Adding Sections to Your Vehicle Homepage

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

  • Recently Created Vehicles
  • Recently Modified Vehicles
  • My Recently Created Vehicles
  • My Recently Modified Vehicles
  • One or more report sections (Your company administrator can make report sections available for display on your Vehicle Homepage.)

Complete the following task to add sections to the Vehicle Homepage.

To add sections to your Vehicle Homepage

  1. On the Vehicle Homepage, click Edit Layout.
  2. On the Vehicle 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 Vehicle information:


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