Understanding Option Category Levels
You add and modify the delivered personalization options using the Define Personalizations page in the Personalization component.
To access the personalization definition pages, select .
On the search page, you can choose to search by Option Category Level or Description. If you select Option Category Level and click Search, the following result set appears:
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Customer Relationship Management (CRM).
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Custom (CSTM).
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Enterprise Performance Management (EPM).
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Financials (FIN).
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Human Resources (HCM).
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Learning Solutions (LS).
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PeopleTools (PPTL).
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Supply Chain Management (SCM).
These are the default option category levels delivered with PeopleTools. To add other category levels, add translation values to the field.
Note:
These are the only available option category levels. You can't add custom option category levels.
This list corresponds directly to the collection of PeopleSoft applications. In addition, there is a custom category where you store any personalization options you create for applications you have built using PeopleTools. You can also add, or extend, the personalizations for each category. For example, if you wanted to add a new personalization to the HCM category, you add it to the list and define it.
This high-level separation of the personalization options enables you to take a modular approach in deploying the options to your user base. It also helps you to avoid collisions by separating equivalent personalization options by application. For example, you can assign different default values for the same personalization for your Human Resources and Financials applications.
Before adding or modifying personalizations, you select the appropriate category. For example, for CRM personalizations, select the CRM category.
Note:
Whether you have installed all of the applications listed in the option category level options, the same category levels appear. Ignore any category levels that do not apply to your site.