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Oracle® Retail Process Orchestration and Monitoring JET UI User Guide
Release 19.1
F32240-02
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1 Common User Interface Controls

Oracle Retail applications, such as the Oracle Retail Process Orchestration and Monitoring (POM) application, include some common interface options and controls that you can use throughout the application workflow. The following sections describe these user interface controls in more detail.

Although you may have more than one Oracle Retail application installed on your system, each application may use many of the same interface components and abide by common rules and constraints.

You can quickly access the tasks of current applications and switch to other applications from the Navigation bar. For more information on the Navigation bar, see the Navigation Area section.

The following topics are covered in this chapter:

Logging on to the Application

To log on to the application:

  1. Go to the URL for the application in a web browser.

    The Welcome Screen opens.

    Figure 1-1 Welcome Screen

    Welcome Screen
  2. Provide the following login information:

    1. Enter your user name in the Username field.

    2. Enter your password in the Password field.

  3. Click Login.

Navigation Area

You can quickly access the tasks of current applications and switch to other applications from the Navigation bar.

Figure 1-2 Navigation Bar

Navigation Bar

The following Navigation bar options are common across all the applications:

Tasks

Oracle Retail applications support a variety of navigational tools and methods that allow you to move efficiently between application pages. Information on how to use and manage each of the tools and methods is included in this section.

A task is a set of links to a series of task flows organized in a specific sequence to accomplish a business process or procedure. For example, tasks can be defined for common multi-step procedures or processes so that you can quickly step through tasks. By navigating sequentially to the pages outlined in the task, you are assisted in stepping through the business process or activity.

Your Tasks list appears on the top left side of the home page. All of the tasks to which you have access are listed on the Tasks window. You can either click on the specific task name to open, or use the Task Search component to search for a Task that you want to open.

To begin working with a task, choose the application feature or process from the list.


Note:

Your task menu may appear slightly different, depending on your retail application.

Figure 1-3 Tasks Menu

Tasks Menu

Notifications

The Notifications option brings events within the application to your attention.

See the following examples:

Figure 1-4 Notifications

POM Notifications

Notification Badge

The Notification Badge displays the number of unread notifications for the user in the sidebar menu. The Notification Badge displays '99+', when there are more than 99 notifications.

The notification count is periodically refreshed at regular intervals. This interval is determined by a system-configured value.

Figure 1-5 Notification Badge

Notification Badge

Notification Sidebar

When you click the Notification icon, a Notifications Sidebar is shown that displays the most recent set of unread notifications in the notifications screen (depending on the filter set).

Figure 1-6 Notifications Sidebar

Notifications Sidebar

Each component of the Notifications Sidebar is discussed in detail in the following sections:

Search Bar

A search bar at the top of the panel allows for searching through notifications. The search bar has auto-suggest enabled, so it displays notifications as the user types.

Right next to the search bar is the 'List/Group' view toggle button. This causes the Notification results to be displayed either in a flat or grouped view.

Figure 1-7 Search Bar

Search Bar

Filtering Panel

The Filtering Panel allows you to filter notifications based on the creation Time Period, Type and Severity.

The values for the Time Period and Severity components are pre-seeded constants. The Type drop-down lists all the notification types available in the system.

When you click the Apply button, notifications that match the criteria are shown in the Results Panel.

Figure 1-8 Filtering Panel

Filtering Panel

Grouping Panel

This panel allows you to group notifications based on different attributes.

The values of the 'Group by' and the 'Then by' components are pre-seeded.

Figure 1-9 Grouping Panel

Grouping Panel

Results Panel - List View

When no selection is made in the Grouping panel, the Results Panel displays notifications in a list format.

The image below shows a simple search without any filtering or grouping.

Figure 1-10 Results Panel - List View

Resutls List
  1. Indicates that one filter was applied.

  2. Notification Type - A description of the Type is displayed.

  3. Read/Unread - A blue icon Unread icon is shown next to the notification if it is unread.

  4. Notification Severity - A label indicating the severity of the notification is shown.

  5. Description - The description associated with the notification. If the notification was designed to launch into a relevant flow, then this is displayed as a link. Otherwise, the description is rendered as plain text.

  6. Creation Time - A timestamp that shows the date and time at which the notification was created.

  7. User name - Creator of the notification.

Results Panel - Grouped View

Notifications are displayed in a grouped format within the Results panel, when the Group By drop-down in the Grouping Panel is selected.

Notifications are displayed in groups with three notifications shown for each group.

Figure 1-11 Results Panel - Grouped View

Results Grouped
  1. Indicates the Group-By drop-down is selected on the Grouping Panel.

  2. The value of the Group-By attribute. In this example, the results were grouped by Notification Type. Hence the Notification Type is shown as the header of the group.

For each group, three notifications are shown followed by a 'See More' link. When you click this link, up to 25 notifications are displayed for that group.

Results Panel - Summarized View

Notifications are summarized as shown in this example, when both the Group By and the Then By drop-downs in the Grouping Panel are selected.

The summary view displays various groups and within them subgroups based on the selections on the Grouping panel. For each subgroup, a count of the notifications within that subgroup, grouped by severity is displayed.

The example here depicts a grouping by department, then by class.

Figure 1-12 Results Panel - Summarized View

Results Summarized
  1. Indicates that both options on the Grouping Panel have been selected.

  2. First level of grouping is by Schedule Name. Here the first type shown is 'RSP'.

  3. The subgroup within Type 'RSP'. In this example, this is the Business Date.

  4. The number of notifications within that combination of Group and Subgroup.

  5. A grouping by severity of all notifications within that combination of Group and Subgroup.

  6. The timestamp of the most recent notification of that combination of Group and Subgroup.

Notifications Tab

The Notifications tab opens when you click the 'See All' link at the bottom of the Notifications side panel.

Figure 1-13 Notifications Tab

All Notifications

This tab lists all the notifications for the logged-in user, regardless of whether they are in Read or Unread status. Information tiles display a break-up of the total notifications by severity. Clicking these tiles refreshes the table below to display only those notifications that are relevant to that tile.

You can perform the following operations from this tab.

  • Delete Delete icon - The table allows for multiple selection and hence multiple notifications can be deleted at a time. Use the row header to select the row.

  • Refresh Refresh icon - This refreshes the list of notifications in the table.

  • Mark as Read - Multiple Unread Notifications can be marked as Read by clicking this button.

  • Mark as Unread - Multiple Read Notifications can be marked as Unread by clicking this button.

  • Reassign Notifications Notifications icon - Notifications can be reassigned to individual recipients or a group by clicking the Reassign Notifications icon. On selecting a row in the All Notifications table, and clicking the icon, the reassign notification popup is displayed. The Type is set to Reassigned by default, and the Severity and Description are pre-populated from the selected row; you can then change any of these values and assign the notification to one or more recipients.

    Figure 1-14 Reassign Notification

    Reassign Notification

The All Notifications table displays the following columns:

  • Severity - A colored label indicating the Notification Severity.

  • Status - If the status is unread, an icon Unread icon is shown. Otherwise it is blank.

  • Description - The description of the notification itself.

  • Type- The description of the Notification Type for the notification.

  • Alerts -

  • Recipients - In case of individual notifications, this column contains the user ID of the user to whom the notification is assigned. When the notification is assigned to multiple users, it displays the text 'Multiple' and enables a context popup which lists all the recipients. This field is empty when the notification is assigned to a group associated with a type.

  • Creation Date - Timestamp showing the date and time of creation.

  • Created By - User ID of the user who created the notification.

  • Last Updated Date - Timestamp showing the date and time when the last update was made.

  • Last Updated By - User ID of the user who last updated the notification.

  • Application ID - Unique identifier that identifies the application. Not visible by default.

  • Department - The Department associated with the notification. Not visible by default.

  • Class - The Class associated with the notification. Not visible by default.

  • Subclass - The Subclass associated with the notification. Not visible by default.

  • Location - The Location associated with the notification. Not visible by default.

  • Supplier - The Supplier associated with the notification. Not visible by default.

  • Performance - The Performance value associated with the notification. Not visible by default.

  • Brand - The Brand associated with the notification. Not visible by default.

  • Rollup Count - The Rollup Count associated with the notification. Not visible by default.

  • Additional Information - Refers to the Additional Information attribute associated with the notification. Not visible by default.

Reports

The functionality of Reports works similar to the Tasks menu.

Table Menu Options


Note:

Figure 1-15, Figure 1-16 are representations and may be different for every window/table/popup.

The Actions menu, View menu, and icons are displayed in the form of a table. For more information on these options, see the sections Action Menu and Icons and View Menu.

Action Menu and Icons

The Actions menu provides the option to take different actions related to entries in the table. Depending on the nature of the table, these actions can be add, view, delete or edit table rows, create by moving to a new screen or export the table contents to the spreadsheet. Alternatively these actions can also be performed by using the icon buttons on the table toolbar. For more information on the icon/buttons, see the Screen Level Action - Icons and Buttons.

In some tables, it may also contain some table specific actions.

Figure 1-15 Actions Menu and Icons

Actions Menu/Icons

Table 1-1 Actions Menu/Icons and Descriptions

Actions Menu/Icon Description

Refresh and Refresh icon Refresh icon

Select Actions > Refresh or the Refresh icon Refresh icon to update the records in the table.

Filter icon Filter Icon

Select the Filter icon Filter Icon to open fields that will filter the results.

Use the filter fields to only show the rows matching or containing the entered information.

Detach and Detach Icon Detach Icon

Select Actions > Detach or the Detach icon Detach Icon to open the table in a separate window.


View Menu

The View menu provides the options for managing the table columns and sorting and filtering the table data.

In some tables you have the option to choose a saved custom view, which is an arrangement of columns different from the default view of the table.

Figure 1-16 View Menu

View Menu

Table 1-2 View Menu/Icons and Descriptions

View Menu List Description

Detach and Detach icon Detach Icon

You can view the tables in the application in a separate window by selecting View > Detach or by using the Detach icon Detach Icon.

Query by Example

You can filter the items by one or multiple column values by selecting View > Query by Example.


Screen Level Action - Icons and Buttons

The screen level actions display the icons and buttons.

Table 1-3 Screen Level Action - Icons/Buttons and Description

Icons/Buttons Description

Close window Close Window Icon

Click the Close Window Icon icon to close the window.


Application Help and About Application Links

Use the Help list menu on the top right of the window, to open tabs for Application Help or About Application.

Figure 1-17 Application Help Menu

Applicaiton Help Menu

Logging Out of the Application

Use the User list menu on the top right of the window, to log out of the application.

Figure 1-18 Logging Out of the Application

User List Menu