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 websites. For example, you can attach a policy document as a reference, or a link to a product instruction guide.

To specify instructions:

  1. Select Manage and then Task Types. Click New.

  2. Select the Instructions tab.

  3. In Instructions, enter the instruction text.

To add a reference:

  1. In the References section, click Add.

  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.

    • Optional: Repository File

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

      Note:

      The Repository File option is only available if the module is configured with Oracle Enterprise Content Management.

  3. See also:

Tip:

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