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Oracle Common Application Calendar User Guide
Contents
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Preface
Introduction to Oracle Common Application Calendar
- Overview of Oracle Common Application Calendar
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- Appointments and Resource Time Bookings
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- Task Management
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- Escalation Management
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- Resource Schedules and Availability
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- Notes for Business Objects
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- Calendar Views
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- Assignment Manager
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- Synchronization to External Calendars
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Introduction to Oracle Task Manager
- Overview of Oracle Task Manager
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- Terms and Definitions
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- Overview of the Oracle Applications Framework Based Task Manager
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- Forms-based Task Manager User Interface
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- Oracle Task Manager Integrations
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Managing Appointments in Oracle Applications Framework
- Overview of the Oracle Applications Framework Based Calendar
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- Creating Appointments
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- Viewing Appointments
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- Updating Appointments
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- Responding to Appointment INVITES
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- Viewing Your Personal Calendar Views
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- Viewing Personal Calendar Daily View
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- Viewing Accessibility Daily View
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- Viewing Personal Calendar Weekly View
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- Viewing Personal Calendar Monthly View
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- Checking Resource Availability
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- Delegating Your Calendar
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- Customizing Calendar View Preferences
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- Customizing Calendar Default Preferences
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Managing Tasks in Oracle Applications Framework
- Using the Personalized Task Search and Result Page
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- Using the Task Summary Contextual Region
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- Creating Tasks
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- Using the Task Header or General Region
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- Using the Details Region
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- Using the Owner and Assignee Region
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- Using the Contacts Region
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- Using the Schedule or Dates Region
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- Viewing the Related Items Region
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- Using the Repeating Region
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Working with Forms-based Tasks
- Creating, Updating, and Finding Tasks
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- Creating Tasks from Templates
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- Creating Tasks Individually
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- Assigning and Scheduling Resources
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- Setting Dependencies for Tasks
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- Dependency Types
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- Dependency Validations
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- Setting References for a Task
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- Specifying Additional Dates for a Task
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- Documenting Multiple Contact Information
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- Scheduling Recurring Tasks
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- Setting Task Flags
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- Tracking a Task Record
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- Launching the Task Workflow
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- Linking Tasks to Source Documentation
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- Tracking Planned, Scheduled, and Actual Dates
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Using HTML Tasks
- Accessing the Oracle Task Manager Interface
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- Viewing the Task Summary
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- Personalizing Your Saved Searches
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- Viewing Task Details
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- View Parent/Child Tasks With Task Security
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- Creating a Task
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- Basic Task Information
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- Task Dates
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- Task Assignments
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- Customer Information
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- Task References Information
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- Assigning a Resource to a Task
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- Specifying the Task Effort
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- Creating a Repeating Task or Appointment
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- Mass Creating Tasks
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- Adding an Attachment
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- Viewing Your Task Bin
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- Editing Your Task Bin
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- Reassigning Tasks
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- Defining Your Task Preferences
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- Setting User Preferences
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- Viewing Notifications in Your Worklist
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- Defining Task Contacts
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Data Security for Tasks
- Overview of Data Security for Tasks
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- HTML Task Security Rules
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- Task Security in the Oracle Applications Framework and Forms based Tasks
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Oracle Escalation Management
- Overview of Oracle Escalation Management
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- Oracle Escalation Management Integrations
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- Terms and Definitions
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- Accessing the Oracle Escalation Manager Interface
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- What is Escalation Manager?
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- Workflow Notifications for Escalations
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- Escalation Using Territories
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- Escalation Owners and Owner Types
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- Creating Escalations
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- Managing Different Types of Escalations
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- Managing a Service Request Escalation
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- Managing a Task Escalation
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Introduction to Oracle Notes
- Overview of Oracle Notes
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- Oracle Notes Key Features
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- Oracle Notes Integrations
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Using Notes
- Using the Add Note Region in OA
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- Creating a Contextual Note in OA
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- Viewing and Updating the Notes History Region in OA
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- Viewing and Updating the Note Details Page in OA
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- Creating Notes in Forms
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- Finding Notes in Forms
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- Accessing the Oracle Notes Interface
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- Creating a Note in HTML
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- Using the Relate To Function
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- Using the HTML Notes Summary Window
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- Viewing Note Details in HTML
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- Using the Quick Find Search in HTML
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- Searching for a Note in HTML
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- Data Security for HTML Notes
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- HTML Notes Security Rules
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Oracle HTML Calendar
- Overview of Oracle HTML Calendar
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- Calendar Rules
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- Types of Calendars
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- Calendar Views
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- Who Uses Calendar?
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- Oracle Calendar Key Features
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- Calendar Integration with Notes and Tasks
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- Oracle HTML Calendar Integrations
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- Calendar Terms and Definitions
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- Accessing the Oracle HTML Calendar Interface
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Using the HTML Calendar
- Viewing Your Personal Calendar
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- Viewing Your Tasks and Your Calendar Simultaneously
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- Viewing the Availability of a Resource
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- Adding a New Resource to Your Availability View
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- Viewing a Public Calendar
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- Using the Advanced Search in Calendar
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- Viewing and Updating Appointment Details
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- Creating an Appointment
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- Defining Attendees for an Appointment
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- Responding to an Invitation
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- Creating a Repeating Appointment
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- Attachments
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- Adding an Attachment
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- Relating Appointments to Source Objects
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- Working with Bins
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- Changing Your Personal Preferences
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- Defining Privileges for Your Calendar
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- Requesting a New Group or Public Calendar
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- Subscribing to a Group Calendar
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- Switching to Another Calendar
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- Adding and Removing Task Categories
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- Defining Your Time Zone
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- New Group Calendar Requests
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- New Group Calendar Subscription Requests
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- Viewing Group Calendar Subscription Information
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- Updating Group Calendar Subscription Information
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- Add or Remove Group Calendar Administrators
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- Updating Group Calendar Subscription Information
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Oracle Forms-based Calendar
- Overview of the Oracle Forms-based Calendar
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- Calendar Setup window
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- Calendar Datebook
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- Oracle Forms-based Calendar Integrations
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- Accessing the Oracle Forms-based Calendar Interface
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- Creating Tasks and ToDos in a Calendar
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- Viewing the Datebook
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- Creating a ToDo List
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Calendar Synchronization
- Overview of Calendar Synchronization
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- Oracle Sales Synchronization
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- Downloading and Installing the Pocket PC Synchronization Client
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- Downloading and Installing the Desktop Outlook Synchronization Client
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- Synchronization Preferences
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- Synchronizing Pocket PC
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- Synchronizing Desktop Outlook
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- Contacts in Outlook or Pocket PC
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- Appointments in Outlook or Pocket PC
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- Tasks in Outlook or Pocket PC
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- E-Mail Interactions with Desktop Outlook
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Resource Schedules in OA
- Overview of Schedules in OA
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- Sample Case Description
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- Creating Schedules Business Flow
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- Creating Flex Time Schedules Business Flow
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- Schedule Patterns
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- Creating a Duration Based Schedule Pattern
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- Creating a Calendar Based Schedule Pattern
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- Creating a Day Based Schedule Pattern
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- Creating Shifts for Day Based Schedule Patterns
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- Previewing Schedules or Schedule Patterns
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- Defining a Schedule
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Oracle Assignment Manager
- Overview of Oracle Assignment Manager
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- Assignment Manager Terms and Definitions
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- Oracle Assignment Manager Integrations
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- Ownership and Resources
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- Viewing resources in the Gantt Chart or Table Layout
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- The Gantt Chart
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- Gantt Chart Resource Attributes
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- Gantt Chart Calendar Data
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- Determining the Available Time for a Resource
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- Determining duration and planned date over duration when both are defined in task
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- Table Layout
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- Table Layout Resource Attributes
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- Table Layout Calendar Data
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- Features
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- Assigning a Process
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- Assignment Manager Dependencies
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- Assignment Manager Selection Criteria
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- Service Lines and Business Processes
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- Territories
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- Resource Availability
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- Selecting Assignment Criteria
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- Accessing the Oracle Assignment Manager Interface
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- Viewing and Assigning Resources in the Gantt Chart
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- Viewing Resource Web Availability in the Gantt Chart
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- Viewing Support Site Name Information
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- Viewing a Resource's Product Skills Rating
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Business Rule Monitor
- What is a Business Rule?
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- What is the Business Rule Monitor?
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- Workflow and Workflow Attributes
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- Resource Types
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- General Tips for Defining Rules
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Glossary
Index
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