This chapter covers the following topics:
The Forms-based Calendar module provides a mechanism of allowing people to define resource work shifts with the consideration of resource availability and associating them with a scheduling calendar, not a personal calendar used for managing daily activities. After these work shifts are defined, attached to a scheduling calendar, and associated with resources during implementation, the selection of qualified resources for a task in Assignment Manager can be based on the resource shifts and availability defined in the Forms-based Calendar.
Additionally, you can use the Calendar Datebook features in the Oracle Telesales application to view scheduled activities and create personal ToDos.
Use the Calendar Setup window to create time periods in a Calendar Datebook for yourself or another resource. Calendar setup uses shifts and patterns to define time availability and accommodate the most complex situation for a resource. You can define both your working hours and your unavailable hours such as holidays and vacations.
Available time is defined using shifts and patterns. It is the time a resource is available for scheduled work.
A shift defines when a person is available to work. For example, a shift can be created that defines the default working week Monday to Friday 8:30 to 17:00. Shift pattern times are interpreted in the time zone that is tied to an individual resource or group resource. For all other types of resources, the schedules and availability times are interpreted in the server time zone.
Note: The Forms-based version of Calendar includes the ability to support a 24 hour shift, which makes it possible for graveyard shifts to be covered with one shift instead of two. In previous versions, two separate shifts had to be created to cover a shift which spanned between two separate days, such as, 10:00pm-2:00am.
A set of shifts that are set as a pattern.
Example
Shift A, Field Support, starts at 8:00 and lasts 9 hours.
Shift B, Stand By, starts at 20:00 and lasts 12 hours.
On days 1 through 4, the resource can be assigned shift A, and then days 6 and 7 shift B, and day 5 can be free.
Non-available time is a defined block of time when a resource is not available to accept a task.
Non-available time includes:
Personal appointment
Public holidays
Meetings
Vacations
Illness
Use the Calendar Datebook to view time availability for yourself, a resource, or a group of resources. In the datebook, a resource's schedule can be viewed in a daily, weekly, or monthly format.
In your Datebook you can view:
Working hours
Assigned tasks
Personal appointments
Official holidays and vacation days
In addition, you can:
Create a ToDo list for the day, week, or month
Access the Tasks application to edit a task
The Forms-based Calendar uses the following Oracle modules to provide functionality:
Task Manager (Forms) to create a personal ToDo List (tasks) and different calendar views.
Resource Manager to locate a specific resource for different calendar views.
The Forms-based Calendar is widely used by various modules across Oracle E-Business Suite:
TeleService and Field Service uses Calendar to access the Calendar Datebook to view a specific resource's availability and assign task information.
Assignment Manager uses Calendar to display resource work shift information through the Gantt chart. Service applications can then use Assignment Manager to locate appropriate resources for a service request or a task.
You must be an employee type resource to use calendar, and use the TeleSales Agent responsibility.
Navigate to the Oracle E-Business Center. and click the Datebook icon from the application icon menu to access the Calendar Datebook.
Use the Calendar Datebook functionality in the Oracle Telesales application to view scheduled activities and create ToDos in Calendar.
Perform the following steps to gain access to your personal calendar and create and edit tasks and ToDos.
Steps
Using the TeleSales Agent responsibility, click the Calendar Datebook icon from the eBusiness Center.
Select any group in the Role and Group field of the Choose Role and Group window and click OK if necessary.
(Optional) Select All Tasks option button and click New to create a task.
(Optional) Select ToDo and click Private Tasks option button and click New to create or edit a ToDo.
The Create/Edit Todo form opens. Fill in the appropriate information and click OK.
See: Creating a ToDo List.
Save your changes and close the Calendar.
Use the Datebook window to view a work shift, task, or time off for yourself or another resource, or a group of resources. The Calendar Datebook is specific to the Telesales application. Perform the following steps to view the datebook.
Steps
Navigate to the eBusiness Center.
From the Calendar Name field, select the calendar name you want to view. For example, a personal or work calendar.
From the drop-down list next to the Resource Employee field, select the resource or group of resources available for the chosen calendar.
Select either the Day, Week, or Month tab depending on the time period you want to view.
You can create a personal ToDo list for yourself. Please note that you will only see the task statuses defined in the status transition rule that is associated with your logging-in responsibility populated in the Status list of values. In the eBusiness Center select the Private Tasks option button and enter your ToDo.