The Self-Service Portal enables users to sign in and work with specifically-enabled business processes. For example, Oracle Primavera customers use Unifier for corrective work order management. These work requests are usually generated from project participants who do not use Unifier. These participants can use the Self-Service Portal, which allows request submittals through a web-based tool. Users can use the Self-Service Portal to submit requests and to view the status of these requests, and to collaborate on submitted requests.
In uDesigner, you can enable certain business processes to be accessed through the Self-Service Portal. The business processes that you can enable to be accessed through the Self-Service Portal must have the following characteristics:
- Simple
- Company level
- Non-workflow
- Multi-record
The actions users can take through the Self-Service Portal are:
- Create a business process
- Modify a business process
- Add or remove business process attachments
- Add General Comments to a business process
Before you begin, design the Landing Page in terms of the text and graphics that you want it to contain. Then:
Step 1: Set Landing Page permission.
Step 2: Configure and activate the Landing Page.
Step 3: Specify users that receive portal-specific notifications. See Setting Up a Non-Workflow Business Process for details.
Setting Up a Self-Service Portal Landing Page
Note: You must have Configure permission to be able to configure a Portal Landing page.
To set Landing Page permissions:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Access Control in the left Navigator.
- On the right pane, select Administration Mode Access > Configuration > All > Landing Page.
- Set the permission as needed: Configure: Administrators can configure Self-Service Portal Landing Pages.
Configuring and Activating a Portal Landing page
If you have the Configure permission for the Self-Service Portal Landing Page, you can use an HTML editor to set up a Landing Page. After you configure and activate the Portal Landing Page, users signing in to the Self-Service Portal will see this landing page. You can configure one Landing Page, and activate this page for use.
Note: If no Landing Page is configured, a user sign in to the Self-Service Portal will see the Unifier Announcement page.
To configure and activate a Portal Landing page:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > Landing Page in the left Navigator.
- Click New.
- Enter the Setup Name of the Landing Page, and an optional Description of the page. The default initial status of the page is Inactive. You can change this status after you complete the page.
- Click the Layout tab.
- Use the HTML editor to add text, and perform other editing functions.
- Click the Insert Image button (second button from the right in the toolbar) to insert an image into your Landing Page. Browse for the image, and click OK, and Close after the upload is complete.
- Click OK.
To activate a Portal Landing page:
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > Landing Page in the left Navigator.
- Select the Landing Page in the log.
- Choose Status > Active. You can inactivate the Landing Page by choosing Status > Inactive. When a Landing Page is inactive, the user who signs in the Self-Service Portal sees the Unifier Announcement page. If no active Landing Page is set up, the portal user sees a default Landing Page.