1Get Started

This chapter contains the following:

About This Guide

This guide is for anyone who's using the application, which means you! Use it to learn how to do general tasks that apply to some or all product families. If you're looking for product-specific information, refer to the product-specific guides.

Note: You might come across information in this guide that applies only to certain pages or products.

Let's look at the general tasks that you can do in the application.

Search

Search the business objects you want to see or manage. While most searches are specific to one object, use the search in the global header to search across many business objects.

Watchlist

Use your Watchlist in the global header to track key items and open pages where you work on those items. You can control whether to show or hide specific items in your Watchlist.

Notifications and Approvals

You get notifications when something requires your attention or action, for example an expense report that you need to approve.

Data Management

These data management tasks are available for many business objects:

  • Work with a spreadsheet: Create or edit records in a Microsoft Excel file and upload the records back to the application.

  • Use attachments: Provide additional information for business objects, for example receipts attached to expense reports.

  • See your audit history: See when business objects were created, updated, and deleted, who did the actions, which attributes were affected, and more.

Social Network

Got something important and exciting to discuss? Use Conversations and other social networking options to chat and collaborate with others about business objects on Oracle Social Network.

Scheduled Processes

Run scheduled processes to manage batches of data, and in some cases generate output as reports.

Business Intelligence

Turn your numbers into graphs, tables, or charts to make better business decisions. You can use analyses, dashboards, or reports, and also create or edit analytics and reports 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

Getting stuck? Look for help icons on pages that provide information to proceed with your tasks. You can also find help in the Applications Help site. If you still can't fix your issues with the available help, you or your help desk can use troubleshooting tools, such as diagnostic tests.

Accessibility

Set accessibility preferences to use the application in accessibility mode. Here are a few things you can do:

  • Use only the keyboard to do your tasks.

  • Alter font sizes and screen color.

  • Use assistive technology, such as screen readers.

System Requirements

Before using Oracle cloud applications in browsers and on your mobile devices, check the supported browsers and other system requirements. For information about system requirements, see https://www.oracle.com/system-requirements/. For previous releases, scroll to the end of the page and find the system requirements link for the applicable previous release.

Sign In and Get Started

Use the application link your company gave you to open the Sign In page. Then enter your user ID and password to land on the home page. You can use icons on your home page to get to work areas where you do your tasks. Or, you can find the main menu, called the Navigator, and other options in the global header and go from there. The global header is on every page in the application.

Your administrator chooses your home page layout as panel, banner, or news feed. Here's the panel layout. The banner layout looks similar, but a horizontal banner appears in the upper region of the home page.

A view of a home page showing the panel layout
with various UI elements.

Here's the news feed layout.

A view of a home page showing the news feed layout
with various UI elements.

Whichever layout you're using, your home page includes the UI elements listed in this table. The global header, which includes the Navigator and Settings and Actions menu, is available on every page. The work area icons help you navigate quickly to your main work areas. But to find a full list of work areas, use the Navigator.

Callout Number UI Element What You Use It For

1

Navigator

Open any of the work areas that you have access to.

2

Other global header functionality

Use tools such as Global Search, Watchlist, and Favorites to see or get to what you need to work on. At any point, if you want to return to your home page from any page, you can click the Home icon or the logo in the global header.

3

Settings and Actions menu

Do some general tasks, for example, change your preferences, show help icons if they're hidden, and sign out.

Click your user image or name to open this menu.

4

Work area icons

Open your work areas from the group of icons on the home page. For example, click the Getting Started icon to open the Getting Started work area, where you can see videos and other materials that help you get going in the application. You can also show or hide specific work area icons using the Personalize Springboard icon.

5

Panel displaying information

View company announcements or social networking conversations. If you have a banner layout, you see this information in a banner. If you have a new feed layout, you may see a News and Announcements section when you scroll down.

Note: The content of the Navigator is generally the same as the work area icons. But based on setup and other factors, you might not find some icons on your home page. In which case, look for the menu item on the Navigator.

Panel or Banner Layout

In a panel or banner layout, you can use the page control to open a specific view on your home page.

  • The first icon, Welcome Springboard takes you to the work area icons.

  • Most other icons in the page control takes you to a page with infolets.

  • You might also find a page control icon that takes you to other pages. For example, the Quick Actions icon takes you to a page with a list of quick action links that you can use to complete key tasks.

A view of a home page with panel layout showing
the panel and page control icons.
Tip: Aside from using the page control icons to navigate between views, you can use the Next and Previous icons, if available, on the sides of the home page.

In this layout, you have some other ways to get to your work areas. For example, you might come across some home page icons that contain three dots, which indicate that they're actually group icons. When you click a group icon, all the work area icons within that group appear, and you can click any of them depending on which work area you want to go to. For example, click the Tools icon and then click Set Preferences to set your general preferences in the application.

View of an expanded group icon and wok area icons
within it.

News Feed Layout

In this layout, you still have a set of icons to open your work areas, but they're arranged in tabs.

A view of a home page with news feed layout showing
the tab, apps section, and quick actions section.
Callout Number UI Element What You Use It For

1

Tab

See a set of icons and quick actions for a related set of tasks.

2

Apps section

Go to your work areas.

Here are a few things to know:

  • What icons you see in the Apps section depends on the tab you select.

  • If you're looking for any standalone work area, such as Setup and Maintenance, check in the Others tab.

  • If you can't see any tabs, it means you just have one visible group. In such cases, all icons appear in the Apps section at the top level.

3

Quick Actions section

Go straight to some key tasks in the selected group. You can use Show More to see all quick actions in each group sorted alphabetically.

You might also find some important information displayed in specific sections of your home page.

Section What You Use It For

Things to Finish

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

Read all relevant news, such as articles, events, and insights.

Analytics

View infolets, mostly arranged in tabs. If you see an infolet's content at the top level (without any tabs), that means you have just one visible infolet.

Note: If you see different section names in your home page, that's because your administrator renamed them while setting up your home page.

More About Infolets

An infolet is a small interactive widget that gives you key information and shows you what's going on in the areas you work on. You might also find something that you need to follow up on. Here are a few things to know about infolets.

  • Infolets have a front view, and might 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.

  • Your current infolet view persists as the default view the next time you sign in. For example, if you viewed a back view of the infolet in your last session, you will see the same view by default in your next session.

  • Some infolets might also contain links to detailed reports. You can click anywhere in the infolet area to drill down to the detailed report.

  • You can also personalize the infolet page. For example, you can move or hide infolets.

This image shows a page with infolets.

A page showing the infolets.
Note: Some SCM or Procurement Cloud infolets might function differently from other infolets.

Where You Find Key Tasks

Let's take a closer look at how to find key tasks using the icons in the global header. Don't worry if you can't see some of these icons. Your administrator might have selected a home page layout that doesn't include them.

The global header showing the various icons.
Callout Number UI Element What You Use It For

1

Global Search

Find what you want to work on and open the corresponding page from the search results.

2

Home

Return to the home page.

3

Favorites and Recent Items

Bookmark pages or go back to those you recently opened.

4

Watchlist

Open pages for key items that you're tracking.

5

Notifications

See informational messages and tasks that you must act on.

6

Settings and Actions menu

  • Set your preferences. For example, change your password or set your language and accessibility preferences.

  • Switch to use the application as someone else, if you're authorized to do so.

  • Help troubleshoot problems if you run into any.

  • Show help icons on all the pages where they're available.

The option you see in this menu depend on your role. For example, an administrator can see more options to configure the application.

Sign Out

Once you're done working in your application, you can sign out using the Settings and Actions menu. Click your user image or name to open this menu, and select Sign Out.

Note: If you leave your application idle for 30 minutes, your session will time out. But the timeout period varies on certain pages, for example, pages that automatically refresh or UIs that open up in separate browser windows or tabs.

Overview of Work Areas

A work area is a set of pages that provides everything you need to accomplish a business goal. Let's explore a couple of work areas to see their common features.

You can use the Navigator to open work areas. The first thing you see when you open any work area is the landing page. Landing pages typically summarize data and let you drill down to more details. Often you can change the records in the summary list by running a different search or clicking an infotile. In some work areas, you can display the list as a grid instead. Let's look at some examples.

Landing Pages with Infotiles

First, let's walk through the Travel and Expenses work area. To open this work area, you click Expenses on the Navigator, and you will see the Travel and Expenses work area.

The landing page of the Travel and Expenses work
area showing a row of infotiles, a summary table, and a panel tab.

This table shows the available UI elements on the landing page and explains what you use them for.

Callout Number UI Element What You Use It For

1

Row of infotiles

Display key information about a set of records, such as expense items and expense reports.

2

Summary table

View records for the infotile you select.

3

Panel tab

Do additional tasks, such as use the links to go to related tasks.

In this work area, you land on a page with a row of infotiles. Each infotile gives you key information about a specific business object. You select an infotile to see the related set of records, and you can click links in the infotile to filter the records. Suppose you want to see the expense reports that you need to act on. First, you click the Expense Reports infotile, and then click the Requires Action link. The summary table lists the matching records. You click a record to see more details or to take some quick actions, such as attach receipts to a hotel expense record.

Some pages have tabs to take you to another page in the work area or to other parts of the same page.

Landing Pages with Grid and List Views

Let's look at the My Team work area as an example. To open this work area, you click My Team on the Navigator. This landing page displays records in the form of a grid or list. You can switch between these two views of the same records.

Here's an example of the grid view showing each record as a card (1), laid out in a grid. Cards provide a summary view of a record, in this case people, using text, links, or images. You can flip the card to see additional information on the other side. You use the Grid icon (2) and the List icon (3) to switch between the grid and list views.

The landing page of the My Team work area showing
records in a grid view.

And here's the same information in a list view, which displays the record in a table (1). With either view, you can open and edit any of the records, or select the action you want to take from the Actions menu (2).

The landing page of the My Team work area showing
records in a list view.

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.

Landing Pages with Infolets

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.

This is what a landing page with infolets looks like.

The landing page showing the infolets.

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.

Change Your Password

After you sign in, you can change your password for better security.

  1. Click your user image or name in the global header, and on the Settings and Actions menu, select Set Preferences.

  2. In the General Preferences section, click Password, and enter your password details.

  3. Click Save and Close.

Work as a Proxy

You must have the Impersonate User (FND_IMPERSONATE_USER_PRIV) privilege to work as a proxy, which means on behalf of another user.

  1. Click your user image or name in the global header.

  2. Click Switch To and select the user you want to work on behalf of.

  3. Enter your password.

  4. Click Confirm. You're ready to work as a proxy.

As a proxy, you can access all the data and tasks of the actual user. All the tasks you do are logged as though the actual user worked on them. After you're done working as that user, switch to another assigned account, or sign out and sign back in to your own account.

FAQs for Getting Started

What do I do if I can't find springboard icons or Navigator menu items I expect?

Here are a few things you can do.

  • If you can't find 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 menu item on the Navigator also, contact your administrator.

  • If you're using a mobile device, you might not find some springboard icons or Navigator menu items because your administrator has disabled it. In such cases, contact your administrator.

Why are springboard icons appearing at the top level instead of appearing within a folder?

By default, some work area icons in the Welcome Springboard appear after you click the corresponding group icon. But depending on what you have access to, these work area icons can actually appear at the top level (not in a group) as described in this table.

What You Have Access To How You See Springboard Icons

Only one work area within a specific group

That one icon is displayed at the top level

Less than 16 work areas total, with duplicate work areas, that means, multiple work areas with the same name

These work area icons appear in their respective groups

16 or fewer work areas total, which are all unique

All these icons appear at the top level

14 or fewer work areas total outside the Configuration group and the Tools group

These icons appear at the top level, and only the icons within the Configuration and Tools groups remain in the respective groups

Why can't I see the filmstrip of work area icons on my page?

That's because of any of these reasons.

  • Probably you're in a news feed layout.

  • Your administrator has disabled the filmstrip.

  • Your work area doesn't have any related work area.

What determines the icons that appear on the filmstrip?

Here are some scenarios that determine the content of the filmstrip.

  • The filmstrip includes icons for all the pages within the group, even any icons that are currently hidden in the springboard.

  • The filmstrip doesn't appear at all if the work area you use has no related work areas within the group.

  • If all work area icons appear at the top level on the springboard, then those icons appear in the filmstrip for all the pages.

Why can't I see announcements on the Home page?

That's because your administrator has either disabled announcements or not created any announcements. If you want to see them on your home page, contact your administrator.

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 might not see some icons, such as Favorites and Recent Items and Watchlist in the global header.

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.

Icon for Contextual Address