Oracle Common Application Calendar User Guide


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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
      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
Assigning a Process
      Assignment Manager Dependencies
      Assignment Manager Selection Criteria
      Service Lines and Business Processes
      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