Specifying Task Type Instructions

You can create a set of instructions for completing tasks. You can also add references to repository documents, files, or URLs to Web sites. For example, you can attach a policy document as a reference, or a link to a product instruction guide.

  To specify instructions:

  1. Select the Instructions tab.

  2. In Instructions, enter instruction text.

  To add a reference:

  1. In the References section, click Actions, then select Add, or click the Add icon.

  2. From the Type list, select one of these types:

    • Local File

      Enter a name, click Browse to select and attach the file, and click OK.

    • URL

      Enter a URL name, then enter the URL, for example: Oracle, http://www.oracle.com, and click OK.

    • Repository File (Optional)

      From the file list, select the file, and click OK.

      Note:

      The Repository File option is only displayed if Financial Close Management has been configured with Oracle Enterprise Content Management.

Tip:

To delete a reference, select the reference, and click Delete.