Configuring Initiative-Specific Pull down Values

Contents

Within EnterpriseTrack there can be two types of pull-down values, Global and Initiative-specific. In systems that have a single initiative, the Global fields will not be distinguished from the Initiative specific ones.

Although the types of initiative-specific pull down fields are themselves configurable, the following fields will most likely be available in your system:

Assets

The values you enter here will be displayed as choices for Assets that can be assigned to a user.

Areas of Expertise

The values you enter here will be displayed as choices for Areas of Expertise that can be assigned to a user.

Certification Types

The values you enter here will be displayed as choices for Certification types that can be assigned to a user. You can also specify whether a particular certification type is part of a certification wave and the number of professional units associated with it.

Document Type

All document types have to be situated within an initiative. The values you enter here will be displayed as choices for Document Type when a user adds a new document within a specific project. If you want the same document type to be available for multiple initiatives, you must create it for each initiative.

Metric Type

All metric types have to be situated within an initiative. The values you enter here will be displayed as choices for Metric Type when a user adds a new metric within a specific project. If you want the same metric type to be available for multiple initiatives, you must create it for each initiative.

Note Type

All note types have to be situated within an initiative. The values you enter here will be displayed as choices for Note Type when a user creates a note within a specific project. If you want the same note type to be available for multiple initiatives, you must create it for each initiative.

Task Type

All task types have to be situated within an initiative. The values you enter here will be displayed as choices for Task Type when a user creates a task within a specific project. If you want the same task type to be available for multiple initiatives, you must create it for each initiative.

Tool Type

The values you enter here will be displayed as choices when a user creates a new tool template with a specific project. If you want to define global tool types, follow the instructions in Configuring Global Pull down Values

Document Type

The values you enter here will be displayed as choices when a user creates a new initiative-specific document in the Knowledge Base. If you want to define global document types, follow the instructions in Configuring Global Pull down Values

Creating initiative-specific pull-down values

1. Click the Application Configuration tab.
2. In the Pulldown Values section, click on the type of Initiative pull down value you want to create. Choose from Note type, Task Type, Tool Type and Document Type.
3. You will see a list of the existing values for that category for each initiative in the system. For example, if you chose Task Types, you will see a list of the task types that have already been defined in the system.
4. Click the Create a New Task Type button.
5. In the Edit Pulldown Value for Task Type page choose the initiative for which you are creating the task.
6. Enter a name for the value. This name is used internally and will not be visible to the users.
7. Enter a User Visible Name for the functional area. This name will be displayed in the pull-down menus across the system.
8. Click Create.

Editing initiative-specific pull-down values

1. Click the Application Configuration tab.
2. In the Pulldown Values section, click on the type of Initiative pull down value you want to edit. Choose from Note type, Task Type, Tool Type and Document Type.
3. You will see a list of the existing values for that category for each initiative in the system. For example, if you chose Task Type you will see a list of the task types that have already been defined in the system for each initiative.
4. Click on the name of the value you want to edit.
5. In the Edit Pulldown Value for Task Type page make the required changes.
6. Click Update.

Deleting initiative-specific pull-down values

Once created, the Initiative pull-down values cannot be deleted through the user interface. Contact Oracle Customer Support for more information.