Oracle Common Application Calendar User Guide

Contents

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Preface

Introduction to Oracle Common Application Calendar

Overview of Oracle Common Application Calendar

Appointments and Resource Time Bookings

Task Management

Escalation Management

Resource Schedules and Availability

Notes for Business Objects

Calendar Views

Assignment Manager

Synchronization to External Calendars

Introduction to Oracle Task Manager

Overview of Oracle Task Manager

Terms and Definitions

Overview of the Oracle Applications Framework Based Task Manager

Forms-based Task Manager User Interface

Oracle Task Manager Integrations

Managing Appointments in Oracle Applications Framework

Overview of the Oracle Applications Framework Based Calendar

Creating Appointments

Viewing Appointments

Updating Appointments

Responding to Appointment INVITES

Viewing Your Personal Calendar Views

Viewing Personal Calendar Daily View

Viewing Accessibility Daily View

Viewing Personal Calendar Weekly View

Viewing Personal Calendar Monthly View

Checking Resource Availability

Delegating Your Calendar

Customizing Calendar View Preferences

Customizing Calendar Default Preferences

Managing Tasks in Oracle Applications Framework

Using the Personalized Task Search and Result Page

Using the Task Summary Contextual Region

Creating Tasks

Using the Task Header or General Region

Using the Details Region

Using the Owner and Assignee Region

Using the Contacts Region

Using the Schedule or Dates Region

Viewing the Related Items Region

Using the Repeating Region

Working with Forms-based Tasks

Creating, Updating, and Finding Tasks

Creating Tasks from Templates

Creating Tasks Individually

Assigning and Scheduling Resources

Setting Dependencies for Tasks

      Dependency Types

      Dependency Validations

Setting References for a Task

Specifying Additional Dates for a Task

Documenting Multiple Contact Information

Scheduling Recurring Tasks

Setting Task Flags

Tracking a Task Record

Launching the Task Workflow

Linking Tasks to Source Documentation

Tracking Planned, Scheduled, and Actual Dates

Using HTML Tasks

Accessing the Oracle Task Manager Interface

Viewing the Task Summary

Personalizing Your Saved Searches

Viewing Task Details

View Parent/Child Tasks With Task Security

Creating a Task

Basic Task Information

Task Dates

Task Assignments

Customer Information

Task References Information

Assigning a Resource to a Task

Specifying the Task Effort

Creating a Repeating Task or Appointment

Mass Creating Tasks

Adding an Attachment

Viewing Your Task Bin

Editing Your Task Bin

Reassigning Tasks

Defining Your Task Preferences

Setting User Preferences

Viewing Notifications in Your Worklist

Defining Task Contacts

Data Security for Tasks

Overview of Data Security for Tasks

HTML Task Security Rules

Task Security in the Oracle Applications Framework and Forms based Tasks

Oracle Escalation Management

Overview of Oracle Escalation Management

Oracle Escalation Management Integrations

Terms and Definitions

Accessing the Oracle Escalation Manager Interface

What is Escalation Manager?

Workflow Notifications for Escalations

Escalation Using Territories

Escalation Owners and Owner Types

Creating Escalations

Managing Different Types of Escalations

Managing a Service Request Escalation

Managing a Task Escalation

Introduction to Oracle Notes

Overview of Oracle Notes

Oracle Notes Key Features

Oracle Notes Integrations

Using Notes

Using the Add Note Region in OA

Creating a Contextual Note in OA

Viewing and Updating the Notes History Region in OA

Viewing and Updating the Note Details Page in OA

Creating Notes in Forms

Finding Notes in Forms

Accessing the Oracle Notes Interface

Creating a Note in HTML

Using the Relate To Function

Using the HTML Notes Summary Window

Viewing Note Details in HTML

Using the Quick Find Search in HTML

Searching for a Note in HTML

Data Security for HTML Notes

HTML Notes Security Rules

Oracle HTML Calendar

Overview of Oracle HTML Calendar

      Calendar Rules

      Types of Calendars

      Calendar Views

      Who Uses Calendar?

Oracle Calendar Key Features

Calendar Integration with Notes and Tasks

Oracle HTML Calendar Integrations

Calendar Terms and Definitions

Accessing the Oracle HTML Calendar Interface

Using the HTML Calendar

Viewing Your Personal Calendar

Viewing Your Tasks and Your Calendar Simultaneously

Viewing the Availability of a Resource

Adding a New Resource to Your Availability View

Viewing a Public Calendar

Using the Advanced Search in Calendar

Viewing and Updating Appointment Details

Creating an Appointment

Defining Attendees for an Appointment

Responding to an Invitation

Creating a Repeating Appointment

Attachments

      Adding an Attachment

Relating Appointments to Source Objects

Working with Bins

Changing Your Personal Preferences

Defining Privileges for Your Calendar

Requesting a New Group or Public Calendar

Subscribing to a Group Calendar

Switching to Another Calendar

Adding and Removing Task Categories

Defining Your Time Zone

New Group Calendar Requests

New Group Calendar Subscription Requests

Viewing Group Calendar Subscription Information

Updating Group Calendar Subscription Information

Add or Remove Group Calendar Administrators

Updating Group Calendar Subscription Information

Oracle Forms-based Calendar

Overview of the Oracle Forms-based Calendar

      Calendar Setup window

      Calendar Datebook

Oracle Forms-based Calendar Integrations

Accessing the Oracle Forms-based Calendar Interface

Creating Tasks and ToDos in a Calendar

Viewing the Datebook

Creating a ToDo List

Calendar Synchronization

Overview of Calendar Synchronization

      Oracle Sales Synchronization

Downloading and Installing the Pocket PC Synchronization Client

Downloading and Installing the Desktop Outlook Synchronization Client

Synchronization Preferences

Synchronizing Pocket PC

Synchronizing Desktop Outlook

Contacts in Outlook or Pocket PC

Appointments in Outlook or Pocket PC

Tasks in Outlook or Pocket PC

E-Mail Interactions with Desktop Outlook

Resource Schedules in OA

Overview of Schedules in OA

Sample Case Description

Creating Schedules Business Flow

Creating Flex Time Schedules Business Flow

Schedule Patterns

Creating a Duration Based Schedule Pattern

Creating a Calendar Based Schedule Pattern

Creating a Day Based Schedule Pattern

Creating Shifts for Day Based Schedule Patterns

Previewing Schedules or Schedule Patterns

Defining a Schedule

Oracle Assignment Manager

Overview of Oracle Assignment Manager

Assignment Manager Terms and Definitions

Oracle Assignment Manager Integrations

Ownership and Resources

Viewing resources in the Gantt Chart or Table Layout

      The Gantt Chart

      Gantt Chart Resource Attributes

      Gantt Chart Calendar Data

      Determining the Available Time for a Resource

      Determining duration and planned date over duration when both are defined in task

      Table Layout

      Table Layout Resource Attributes

      Table Layout Calendar Data

      Features

Assigning a Process

      Assignment Manager Dependencies

      Assignment Manager Selection Criteria

      Service Lines and Business Processes

      Territories

      Resource Availability

Selecting Assignment Criteria

Accessing the Oracle Assignment Manager Interface

Viewing and Assigning Resources in the Gantt Chart

Viewing Resource Web Availability in the Gantt Chart

Viewing Support Site Name Information

Viewing a Resource's Product Skills Rating

Business Rule Monitor

What is a Business Rule?

What is the Business Rule Monitor?

Workflow and Workflow Attributes

Resource Types

General Tips for Defining Rules

Glossary

Index