You can set completion dates and alerts for tasks. Alerts display on task lists as colored circles:
Green: On schedule
Yellow: approaching due date
You can also set up email messages, for example, to alert users that a task was not completed by its due date. Alert messages are sent after an “alert date” that you set, and are repeated until the due date is reached for a task. You must configure an email server (see Specifying System Settings).
To add tasks to task lists:
See Managing Task Lists.
URL: Opens a specified URL
Form: Opens a form
Business Rule: Launches a business rule that you specify
Manage Approvals: Starts the review process with a specified scenario and version
Descriptive: Descriptive information
Table 58. Setting Task Properties
Type of Task
Enter a fully qualified URL to associate with this task, such as http://www.company_name.com. Optionally, select Use Single Sign On to enable users to open a URL for another product that accepts single sign-on (see the Oracle Enterprise Performance Management System Security Administration Guide). To link to Financial Reporting in the EPM Workspace, single sign-on is not required. Instead, include the ObjectID to link to (see the Oracle Hyperion Enterprise Performance Management Workspace Administrator's Guide).
For Form Folder, select the folder containing the form associated with this task. For Form, select the form for users to complete.
Optional: Select Set Page Member Defaults to select the member from each dimension to display as the default when the task is first opened. After you select this option, you can select the members for the page dimensions. The page member defaults apply until a user updates the form and returns to the task in another session. Where page member defaults are set, they override the most recently used settings in each session.
For Plan Type, select the plan type associated with the business rule to execute. For Business Rules, select the business rule to execute.
For Scenario and Version, select the scenario and version users will work in.
The month, day, and year. (You can change the date display format in Planning preferences. See Specifying System Settings.)