Name

Managing a Hierarchy

Users

Business administrator user and business manager user

Trigger

• My Account tab: Hierarchy tab
• Manage subtab

Form Elements

Top Pane: Hierarchy Context and Search Criteria

(If there is no user-specified default hierarchy type and hierarchy name, Oracle Self-Service E-Billing uses the first billing hierarchy in the hit list as the default.)

Form elements include:

• Hierarchy Type (Required. Default: Current Context or user's Default Hierarchy for start of session. If no default is specified then the list is populated with Billing.)

  Options:

  • Billing (Default)
  • Organization (Replace business with organization to make it visually different from billing to reduce confusion.)
• Hierarchy Name (Required. Default: Current context or user's default hierarchy for start of session. If no default is specified then the list is populated with Select.)

  List is populated with hierarchy names stored in Oracle Self-Service E-Billing based on the current hierarchy type.

• Period (Required: Default: Current context default: Current month):
  • List Options: (monthly, up to 12 periods, configurable for more or fewer periods).
  • The text string 'Unpublished' is displayed in the period list for unpublished hierarchies.
• Element: (Optional: Default: Select). Types of elements that can be assigned to the hierarchy.

  List Options:

  • When Billing Hierarchy Type is selected:
    • Company
    • Accounts
    • Service Agreements
    • Users
  • When Organization Type is selected:
    • Groups
    • Service Agreements
    • Users

Form Elements

• Groups
• Accounts
• Users
• Status: (Optional: Default: Select - Required if element type is specified). Status of elements that can be assigned to the hierarchy.

  List Options:

  • When Company or Groups Element is selected: Assigned only.
  • When Users Element is selected: Assigned, Unassigned, Authorized, and Unauthorized.
  • When Accounts or Services Elements are selected: Assigned, Unassigned.
• Attribute: (Optional. Default: Select). Selections in this list repopulate dependent upon what attributes are available for Element chosen.

  List Option:

  • When Element is specified, the list of Attributes is updated to display all attributes both standard and custom to be used in filtering the hierarchy search values
• Keyword: (Optional. Default: Blank). Freeform text field that enable further filtering of search results. The list is queried with a default exact match search. Wildcard might be used to create other searches:
  • Exact match. String (no wildcards)
  • Starts with. String* (wildcard at the end)
  • Ends with. *String (wildcard at the beginning)
  • Contains. *string* (wildcard at both the beginning and end)
• Search Radio buttons. (Default: From Current Location). Specifies the scope of the search, entire hierarchy or from the current position and below.

  Options:

  • From Current Location (Default)
  • Entire Hierarchy
• Instructional text: Please select hierarchy criteria.

Form Elements

Bottom Left Pane

• Hierarchy Tree View tab
  • Set Position Action. The set position action allows the current context whether it is the root node or some lower position to be set for use in other parts of the application such as payment or analytics.
  • Hierarchy displayed matches the hierarchy context including hierarchy type, hierarchy name, and period.
  • The Hierarchy is displayed with the root node and the elements one level below.
    • If the number of nodes in the current group is more than a threshold amount, the result set is paged allowing the user to navigate to the next group or previous group of nodes.
    • If the node is a grouping node such as Company, Account, Cost Center, or Group and the object has at least one child an expand option icon is displayed (+).
    • If the object has been expanded the collapse icon is displayed (-)
    • If the object does not contain any children no expand or collapse icon is shown.

Form Elements

• Preferences tab
  • About
    • Create Date
    • Created By
    • Modified Date. This is the date last modified.
    • Modified By. This is the name of the user that made the last modification.
  • Set Default. The user can set his or her default hierarchy for one of the following areas:
    • Billing. Hierarchy type and name. This is the default value.
    • Payment. Hierarchy type and name.
    • Reporting. Hierarchy type and name
  • Set Attributes. Specify the hierarchy attribute display and sort order.
    • A checkbox for the display or hide attribute. The default is the Display Name).
    • A list for up to three attributes. Only Display Name is selected in the first drop-down.
    • A radio button for ascending or descending sort order. The default is ascending.
  • Hierarchy settings.
    • Number of items in a group that triggers paging. The default is 50.
    • Number of items in a page. The default is 10.

Form Elements

Bottom Right Pane: Details Subtab

(All fields are pre-populated with previously stored information.)

• List of Attributes and values that correspond to the selected link target object in the hierarchy tree view. The attributes contain both default and custom fields.
  • The Attribute Labels included in the list contain both standard and custom attributes.
  • If the labels for the attributes are fixed then the default attribute label will be 'Custom 1', 'Custom 2', and so on.
  • If the labels are customizable then the customer specified label will be displayed in place of the default labels.
• Attribute values might be displayed as (The editing method is configurable on an individual link target object and attribute level):
  • Text. The value is fixed and might not be changed by the user (Default).
  • Text entry box. The value might be changed by the user by erasing and entering a new value or editing the current value. The Submit action writes the changes to the database.
  • List. The value might only contain predefined values that are displayed as a list.

Form Elements

Bottom Right Pane: Elements Subtab

• Results header (start to end-of-total) 1 - 50 of 1000.
  • The number of displayed results of the total of all results that match the search criteria.
  • When changing the page the results update (51 - 100 of 1000).
  • If the search results in more than a threshold number of results, the user is notified that there are only first 1000 records that match the criteria and prompted to refine the search criteria to reduce the number of records in the result set. 1000 is a configurable number.
• Page number of total pages: Page | |< 1 of 20 >| >>|.
  • First page: |
  • Previous page: |<
  • Next page: >|
  • Last page: >>|
• Check Box (header row).
  • Selects all records on the result set, not just the current page.
  • Uncheck deselects all records in the current result set.
• Check Box (record row).
  • Selects and individual record, which is persisted when paging.
  • Uncheck deselects the individual row
• Row record displays.
  • Element display name.
  • Location of the element in the current hierarchy.
    • Location is the display name of the parent node
    • Location might be displayed as root if the current node is the root node (therefore it does not have a parent)
    • Location might be unassigned if it is not current part of the current hierarchy
    • Location might be a virtual node display name
  • Link to Search page for more information.

Form Elements

Bottom Right Pane: Move Subtab

• Displays an identical tree view compared with the left pane except the nodes have a checkbox next to each element.
• Checkbox (group or cost center node).
  • Selects the current node and all the child nodes below it.
  • Uncheck deselects the current node and all the child nodes below it.
• Checkbox (child branch).
  • Selects the individual child node.
  • Uncheck deselects the individual child node.

Bottom Right Pane: Create Subtab (New)

• Displays a list to select the object to be created.
• The group or folder only exists in the current hierarchy.

  NOTE:  Since group is the only object in the preconfigured application the list is suppressed. The Billing and Payment application can be customized to enable any number of objects that might be interactively created such as cost centers.

• When an object type has been selected, the pane below lists the attributes and the entry widgets (group).
  • Display name
  • Description
  • Attribute 1 through attribute 5

Report Content

Results Fields Details Subtab

• Name (Display name of element type).
• Attributes of the current element (Default: the root node of the current hierarchy).

Note

A cost center, location, and region are optional link-target types similar to the default group element.

Business Rules

General

• When the user selects the Manage tab, the current hierarchy context is displayed at the top with the Tree View and Details panes blank. The user must select submit before Oracle Self-Service E-Billing retrieves the data.
• The current position including the hierarchy type, hierarchy name, period, and position are not carried throughout the session The user must select the Set Position action to store the hierarchy context for other parts of the application. The set position is reset to the defaults each time the hierarchy context is changed.
• Hierarchy Access Control: Users can only view hierarchies to which they have been assigned and positions at or below the positions to which they have been assigned. Users cannot view hierarchy nodes to which they have not been granted view access privileges.

Bottom Left Pane: Tree View of Hierarchy

• If the hierarchy is modified, the fields Last Modified and Modified By are updated.
• If a position is selected, the position is highlighted and set to the current hierarchy focus for actions.
• If the expand or collapse icon is selected, the position is highlighted and set to the current hierarchy focus and the group expands or collapses opposite action to the status when selected.
• If a node is empty, there will be no expand or collapse arrow next to the node.

Bottom Right Pane: Details, Element, Move, Create Subtabs

• If the user selects the checkbox in the row of the column headers of the search results, all items of the search results become selected.
• If the user selects the checkbox next to a node in the Move subtab, all elements below it are selected.
• If Element is unassigned, it can be added to the hierarchy.
• If Element is assigned, it can be removed from the hierarchy.
• If Element is a Group type (created using the Create function in Hierarchy) the Delete action is available. For all other elements, the Remove action is available because billing elements might not be deleted from Oracle Self-Service E-Billing. Instead, billing elements can only be removed from the current organizational hierarchy.
• If text field box exists (or a list presented), the attribute is editable otherwise the field is fixed and can only be update through billing data or attribute data load files. Results field for the search criteria specified is updated according to action performed.