This chapter contains the following:
Oracle cloud applications have specific system requirements, including supported resolutions when using internet web browsers. In addition, access to the applications using mobile devices requires additional considerations. You can find the latest system requirements and supported browser resolution settings on the system requirements page at http://www.oracle.com/us/products/system-requirements/overview/index.html. For previous releases, scroll to the end of the page and find the system requirements link for the applicable previous release.
Signing In and Getting Started
Use the application link that your company gave you to open the sign-in page, and enter the user ID and password that were also provided. After signing in, you land on the home page, where you have many options to get where you must go to do your tasks. You can also use the global header, which is the uppermost region in the user interface. The global header contains the Navigator, Settings and Actions menu, and other features.
Your home page has the panel layout by default. However, your administrator may change the default to either the banner layout or the news feed layout. To open work areas, you can use the springboard in the panel or banner layout, or the Apps section in the news feed layout.
The Navigator is the main menu, found in the global header, which you open using the following icon:
Use this menu to open the work areas and dashboards that you have access to.
Settings and Actions Menu
Click your user image or name in the global header to open this menu, as shown in the following figure:
You can use tools from this menu to work with or set up the application. For example, you can:
Switch to use the application as someone else, if you're authorized to do so.
Set your preferences, including changing your password.
Show Help Icons: Display all help icons on all pages, wherever available.
If you have access to the My Photo page in general preferences, you can upload your own photo to the global header, if your administrator has enabled it. You can find the My Photo page by clicking your user image or name in the global header and selecting Personalization > Set Preferences > My Photo.
Other Global Header Features
You can use other features in the global header to navigate to your tasks. In the news feed home layout, you may not see some of these features in the global header.
The following figure shows the global header with various features, such as Global Search, Home, Favorites and Recent Items, Watchlist, and Notifications.
Global Search (if available): Find what you want to work on and open the corresponding page from the search results.
Favorites and Recent Items: Open pages that you regularly use.
Favorites: Bookmark application pages, and use these bookmarks to open pages.
Recent Items: Go to pages that you have opened recently.
Watchlist: Open pages for key items that you're tracking.
Notifications: View messages that you must attend to, and address tasks that require your action.
Using the Home Page with Panel and Banner Layouts: Explained
Your home page has the panel layout by default. However, your administrator may change the default to the banner layout instead. In the panel and banner layouts, your home page contains a springboard with icons that you can use to open work areas. Also, based on setup, the home page shows either company announcements or social networking conversations. This information appears in a panel for the panel layout, and in a banner for the banner layout.
The following figure shows a home page with the panel layout, which contains a springboard with icons for you to open work areas, and a panel that displays your social networking content.
The grid of icons, which appears on the panel and banner layout of the home page, is the springboard. Use the icons to open the work areas and dashboards, where you can do your tasks. The springboard contains page entry icons and group icons. Use page entry icons to open pages and work areas, where you can perform related tasks. For example, you can click the Getting Started icon to open the Getting Started page. On this page, you can see videos and other materials that help you get going in the application as a new user. Some page entry icons are organized within group icons, such as Tools. All group icons in the springboard have three dots as shown in the following figure. When you click a group icon, all page entry icons within the group appear.
The following figure shows the icon for the Tools group having three dots, and the page entry icons within that group, such as Reports and Analytics.
After you open a page from a group, you might see a filmstrip of icons above the page. Use the filmstrip to open other pages from the same group.
In the panel and banner layouts, the content in the springboard is generally the same as the Navigator. But, depending on setup and other factors:
The Navigator might have more page entries than the springboard.
A given page entry might appear at the top level in the springboard, but in a group in the Navigator.
Other Home Views
You may also get a page control on the home page that opens other views, such as infolet pages or other configurable pages.
The following figure shows the page control on the home page that you can use to open other views, such as Quick Actions.
The first icon in the page control is called Welcome Springboard and it takes you to the springboard.
Most other icons in the page control opens up a view with a set of infolets. An infolet is a small, interactive widget, as shown in the following figure, which gives you key information and actions for a specific subject.
Infolets have a front view, and may have a back and expanded view. Use the Back View, Front View, and Expanded View icons at the bottom corners of an infolet to open these views for more information.
Some infolets may also contain links to detailed reports. You can click anywhere in the infolet area to drill down to the detailed report.
The following figure shows a page with infolets. In this example, the first infolet gives you key information on the pending tasks that you must act on, such as the number of tasks that are in the New and In Progress status.
The default view that you see after signing in is the view with the springboard, unless your administrator has set up a different default home view, for example, the Quick Actions page, as shown in the following figure. Aside from using the page control to navigate between views, you can also use the Next and Previous icons, if available, on the sides of the home page.
The following figure shows the Quick Actions page that displays as the default view after you sign in to the application, if your administrator has set this page as your default home view. The Quick Actions page contains a list of quick action links that you can use to complete key tasks.
Using the Home Page with News Feed Layout: Explained
In the news feed layout, your home page mainly contains the Apps section and a series of updates with important information. Though the home page has the panel layout by default, your administrator may set the default to the news feed layout instead.
This section displays page entry icons for work areas that you have access to. Page entries for related work areas are organized into groups, which appear as tabs above the Apps section. Page entries for standalone work areas, such as Setup and Maintenance, are part of the Others group. Clicking a tab displays the page entry icons for that group in the Apps section. Clicking an icon opens that work area. If you have access to only one group, then the page entries in that group appear in the Apps section at the top level (not in any tab). Some groups may show a list of quick actions that you can use to complete key tasks in the selected group. You can click Show More in the Quick Actions section to see all quick actions in each group arranged in an alphabetic order.
The following figure shows the Apps section, with tabs for different groups, and the list of quick actions that you can use to complete key tasks in the selected group. In this example, the Me group is selected, and all page entry icons for work areas belonging to this group are displayed in the Apps sections. Also, the quick action links for the Me group are displayed in the Quick Actions section.
The content in the Apps section is generally the same as the Navigator. The tabs for the Apps section are the same as the Navigator menu groups, including Others. But, depending on setup and other factors, the Navigator might have more page entries than the Apps section.
Series of Updates
The home page with the news feed layout displays a series of updates containing important information that you can view at a glance. You can use the:
Things to Finish section to view a list of your open notifications, and take required actions. For example, you can approve or reject a new notification even without opening it.
News and Announcements section to read all relevant news, such as articles, events, and insights.
Analytics section to view infolets, which contain key information for specific areas, such as your personal profile. Most tabs in the Analytics section contain a set of infolets. An infolet is a small, interactive widget that gives you key information and actions for a specific subject. If your administrator has set only one infolet as visible, then that infolet's content is displayed at the top level (without any tabs) in this section.
Some infolets may also contain links to detailed reports. You can click anywhere in the infolet area to drill down to the detailed report.
The following figure shows the series of updates displayed on the news feed home page in specific sections, such as Things to Finish and News and Announcements.
Exploring Work Areas
A work area is a set of pages with everything you need to accomplish a business goal. Each work area has a landing page that you open when you navigate to the work area, for example from the Navigator, springboard, or filmstrip. There are different types of landing pages, and they usually provide ways for you to open other pages within the work area.
General Page Features
Many landing pages and other pages in work areas have one or more of the following:
Search features that you can use to find records, with results displayed on the page
Tabs that take you to another page in the work area, or to another part of the page you're on
Panel tabs that provide additional tools, for example links to tasks related to the work area
Grid and List Views
Some landing pages have a Grid icon and a List icon. Click these icons to determine how to view the records on the page.
Grid: Display each record as a card, laid out in a grid. A card is similar in appearance to a business card, with a default front side and possibly also a back side. Each side displays a summary view of a single object and may include text, links, and graphics, such as icons, photos, and analytics.
List: Display the same records in a table, with data comparable to what you see on the cards.
In either view, you can usually select actions to take on specific records, or open up the record to see or edit details on another page.
Some landing pages have a row or column of multiple infotiles. An infotile is a container that displays key information about a topic or object. When you select a specific infotile, related information appears on the rest of the page, usually a list of records in a table.
Many infotiles have links or other elements that you can click to filter the table. For example, a tile displays information about the number of transactions in a certain status:
7 Pending Approval
Each status is also a link, so you can click 10 Approved to see just the ten approved transactions in the table.
From the table, you can usually perform actions on selected records, or open them up to see or edit details on another page.
Some landing pages consist of only infolets. Each infolet is a small, interactive widget that gives you key information and actions for a specific subject related to the work area. Infolets have a front view and possibly also a back and expanded view. From an infolet, you can usually open other pages in the same work area or another work area. You can also personalize the infolet page by moving or hiding infolets.
Performing General Tasks in Your Application: Overview
Perform general tasks as part of using the application to achieve your business goals. Some general tasks are relevant no matter what you're working on, while others are available only on certain pages.
Use searches to find the business objects that you want to view or manage. While most searches are specific to one object, use the search in the global header for a wider scope.
Use your Watchlist in the global header to track key items and open pages where you work on those items. You can control what's in your Watchlist. You can find the Watchlist icon in the global header only if your administrator has selected the default home page layout as Panel or Banner.
Notifications and Approvals
You get notifications when something requires your attention or action, for example an expense report pending your approval.
Aside from creating, editing, and managing business objects, other tasks for managing data include (where available):
Working in a spreadsheet. Create or edit records in a Microsoft Excel file and upload the records back to the application.
Using attachments. Provide supplementary information for business objects, for example receipts attached to expense reports.
Viewing audit history. See when business objects were created, updated, and deleted, who performed the actions, which attributes were affected, and more.
Use conversations and other social networking features to collaborate with others about specific business objects.
Use scheduled processes to manipulate batches of data, and in some cases generate output as reports.
Access information that helps you make decisions or meet other business requirements. You can use analyses, dashboards, or reports, and even create or edit them if you have an appropriate role.
Personalization and Preferences
Make changes that apply only to you, for example hide table columns or edit infolet titles. You can also use preferences, for example to set your language or change your password.
Help and Troubleshooting
Aside from hints that you might see on the page, you can also use Applications Help to find information about what you're working on. When you run into an issue you can't fix, you or your help desk can use troubleshooting tools such as diagnostic tests.
The application provides comparable access to persons with disabilities. For example, you can:
Use only the keyboard to perform your tasks
Alter font sizes and screen color
Use assistive technology such as screen readers
Set accessibility preferences to enable some of these features.
FAQs for Getting Started
How can I change or reset my password?
Use the Preferences page to change your password.
In the global header, click your user image or name and select Set Preferences in the Settings and Actions menu. In the General Preferences section, click Password.
What do I do if I can't see springboard icons or Navigator menu items I expect?
If you can't see an icon on the springboard, look for the menu item on the Navigator. The Navigator is the main menu containing links to all work areas you have access to. If you don't find the Navigator menu item, contact your administrator.
Why are springboard icons appearing at the top level instead of appearing within a folder?
Some page entry icons in the Welcome Springboard are under a group icon by default. But, depending on what you have access to, these page entry icons can actually appear at the top level (not in a group), as described in this table.
|What You Have Access To||How Icons Are Displayed on the Springboard|
Only one page entry within a specific group
That one icon is displayed at the top level
Less than 16 page entries total, with duplicate page entries, that is, multiple page entries with the same name
These icons appear in their respective groups
16 or fewer page entries total, which are all unique
All icons are at the top level
14 or fewer page entries total outside the Configuration group and the Tools group
These icons appear at the top level, and only the icons under Configuration and Tools remain in the respective groups
What determines the icons that appear on the filmstrip?
In the Navigator or springboard, when you use a page entry that's under a group, you usually get a filmstrip above the page that you open.
Following are some scenarios:
The filmstrip includes icons for all the simplified pages within the group, even any icons that are currently hidden in the springboard.
The strip doesn't appear at all if the page entry you use has no peers within the group.
If all page entry icons appear at the top level on the springboard, then those icons will appear in the filmstrip for all the simplified pages.
Why can't I see announcements on the Home page?
Your administrator may have:
Disabled announcements on the Home Page Layout page in the Appearance work area.
Not created any announcements.
Why can't I see some icons in the global header?
If your administrator has selected News feed as the default home page layout, you may not see some icons, such as Favorites and Recent Items and Watchlist in the global header.
How can I perform tasks on behalf of another user?
To work in the application as another user:
Click your user name or image in the global header.
Click the Switch To button and select the user.
Enter your password.
After you're done working as that user, switch to another assigned account, or sign out and sign in again to your own account.
As a proxy for the selected user, you can access all the data and tasks that the actual user is entitled to. But, you can't change the user's preferences.
What happens when the application is in maintenance mode?
When an application is in maintenance mode, you will see a message on the UI displaying either the scheduled start time or the estimated completion time of the planned maintenance activity. During the maintenance period, the background processes and tasks such as scheduled processes or any report generation activity are put on hold.
Also, the Setup and Maintenance work area is available in a read-only mode.
Once the maintenance is completed, all modules return to their usual state.
Why can't I see the map for contextual addresses?
If you have enabled the pop-up blocker for your browser, you might not see the map when you click the contextual address icon. The contextual address is marked with an orange triangle, the More icon. When you hover over the triangle, an icon appears that you can click to display the address on a map. To view the address on the map, you can disable the pop-up blocker in your browser settings and try again.
The following figure shows a work address with the contextual address icon.