Specifying Template Instructions

You can specify instructions in the template for completing the close process. Users can view the instructions from any task in the template. The instructions are also transferred to each schedule.

You may also want to supply additional detail to help users understand the purpose of the template and how to complete the tasks. You can attach additional references.

  To specify template instructions:

  1. From the New Template dialog, select the Instructions tab.

  2. In Instructions, enter instruction text for each task in the template to include.

  3. Click OK to save your changes.

  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.