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.

Computer and Other System Requirements

Before using Oracle cloud applications in browsers and on your mobile devices, check the operating systems, supported browsers, and other computer 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.

Home Page

Your home page shows a global header, which you can find on every page of your application. The global header contains some icons, the Navigator, and the Settings and Actions menu. You can use them to get to the tasks you want to accomplish.

You can use the work area icons in the Apps section of your home page to get to the work areas and do your tasks. If you don't find any work area icons in the Apps section, look for them in the Navigator. That's because the Navigator contains the full list of work areas that you have access to. Related work area icons are arranged in specific groups in the Navigator. These groups appear as tabs in the Apps section.

Here's how your home page looks, with the default news feed layout.

The news feed layout of your home page showing
the several UI elements, such as the Navigator, Settings and Actions
menu, tabs, work area icons in the Apps section, and Quick Actions
section.
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

Tabs

See a set of work area icons and quick actions for a related set of tasks. These tabs correspond to groups in the Navigator.

5

Work area icons in the Apps section

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 materials that help you get going in the application. You can also show or hide specific work area icons using the Personalize Springboard icon.

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 work area icons in that group appear at the top level in the Apps section.

6

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.

Note: You might see changes in icons, colors, and shapes of some UI components.

You might also find some important information displayed in specific sections of your home page. This table lists the sections and describes what you use them for.

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.

Note: What information you see in this section depends on your user role.

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.

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.

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

Ways to Find Key Tasks in the Global Header

Let's take a closer look at how to find key tasks using the icons in the global header.

The global header showing UI elements for the key
tasks, such as the global search, home, favorites and recent items,
watchlist, and notification icons, and the Settings and Actions menu.
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

Here are a few tasks you can do:

  • 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.

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

Note: The Search, Favorites and Recent Items, and Watchlist icons aren't available for certain product families.

Other Home Page Layouts

If your home page looks different, don't worry! That's because your administrator chose your home page layout as panel or banner, or a news feed layout with a different look and feel.

Here's a news feed layout with a different look and feel.

The home page layout showing the news feed layout
with different look and feel.

And here's the panel layout. The banner layout looks similar, but a horizontal banner appears in the upper region of the home page.

The home page showing the panel layout.

Whichever layout you're using, you can do similar tasks but some UI elements you use to do your tasks look different in the panel or banner layout. Let's take a look at such UI elements.

Callout Number UI Element What You Use It For

1

Page control

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 take you to a page with infolets.

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.

2

Work area icons

Open your work areas. You might come across some work area 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.

3

Panel displaying information

View company announcements or social networking conversations. If you have a banner layout, you see this information in a banner.

Sign Out and Session Timeout

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.

Here are a few things to know about signing out and session timeout period:

  • If you leave your application idle for 30 minutes, you get a session expiration warning two minutes before the session ends. If you click OK, you can continue to use your application, otherwise your session will time out. You will need to sign back in.

  • The timeout period varies on certain pages. For example, you may observe a longer session timeout period on pages that automatically refresh, or UIs that open up in separate windows or tabs.

  • The session timeout values aren't configurable and are optimal to maintain the performance of your application.

  • The session lifetime period of your application is 8 hours. So after this period, your session ends, and you need to sign back in.

Overview of Work Areas

A work area is a set of pages that provides everything you need to accomplish a business goal.

You can use work area icons on your home page or the Navigator to open work areas. When you open any work area, you see a landing page. Landing pages typically summarize data and let you drill down to more details. Often you can change the records that you view by running different searches or filters, or by clicking an infotile, if any on the landing page. Let's explore a couple of work areas.

Landing Pages with Searches and Filters

Some landing pages have filters you can use to view specific set of records that you're looking for. For example, you can remove some values to exclude records that you don't want to see, and then hide the filters. You can also use the search to find what you need. You can select the Actions menu to get going with a few tasks on the specific records, or open the record to see or edit details on another page.

Here's a landing page of a work area, where you use searches (1) and filters (2) to view specific records, and the Actions menu (3) to do your tasks.

The landing page of a work area showing the searches
and filters you can use to view specific record, and the Actions menu.

Sometimes, you might find this record in the form of a grid or list. You can use the Grid icon and the List icon to switch between these two views of the same records.

Landing Pages with Quick Access to Key Tasks

Now let's see another work area where you get quick access to a set of related tasks. On these landing pages, you easily see the key tasks you can do in the work area.

Here's a landing page of a work area, where you can quickly access the key tasks (1).

The landing page of a work area, where you can
quickly access the key tasks.

Landing Pages with Infotiles

Other than filters and searches, there are other ways for you to get to what you need to work on.

Some landing pages show the work areas with infotiles, which display key information about a set of records. You can click links in the infotile to filter the records. For example, you can see the list of items you need to act on.

The landing page showing infotiles.

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.

  • Drill down from the landing page to a specific record.

3

Panel tab

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

Some landing pages have tabs on the left you can use to go to another page in the same work area.

Here's a landing page of a work area with tabs on the left (1).

The landing page of a work area, where you view
tabs on the left.

Landing Pages with Infolets

Some landing pages consist of only infolets. This is what a landing page with infolets looks like.

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.

There are many other types of work areas, which you can explore!

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 work area icons on the home page or the Navigator?

Here are a few things to know.

  • If you can't find a work area icon on the home page, look for it on the Navigator. The Navigator is the main menu, where you can open all the work areas you have access to.

  • If you're using a mobile device, you might not find some work area icons on the home page or the Navigator because your administrator has disabled them.

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

How can I show or hide work area icons on my home page?

You can show or hide the work area icons you use to navigate in the application. To do so, click the Personalize Springboard icon in the Apps section of your home page, and select or deselect the work area icons that you want to show or hide in that section. You can't personalize the content of the Navigator.

If your home page layout is panel or banner, click the Personalize Springboard icon on the home page, and select or deselect the work areas icons to show or hide them.

How can I reset my changes to the visibility settings of the work area icons on my home page?

In the Apps section of your home page, click the Personalize Springboard icon, and then on the Apps page, click Reset.

If your home page layout is panel or banner, click the Personalize Springboard icon on your home page, and click Reset to Default on the Personalize Springboard page.

Why can't I see some icons in the global header?

That's because the Favorites and Recent Items and Watchlist icons aren't available for certain product families.

Why can't I see announcements on my home page?

That's because your administrator has either disabled announcements or not created any announcements.

Why are work area icons appearing at the top level instead of appearing within a group on the home page with panel or banner layout?

By default, some work area icons appear after you click the corresponding group icon on the panel or banner layout of your home page. 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 Work Area 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.

  • You're in a news feed layout.

  • Your administrator has disabled the filmstrip.

  • The work area you're in doesn't have any related work areas.

What determines the work area icons that appear on the filmstrip?

Here are some scenarios that determine the content of the filmstrip when you're using a panel or banner layout.

  • The filmstrip includes icons for all the work areas within the group, even any work area icons that are currently hidden on the home page.

  • 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 home page, then those icons appear in the filmstrip for all the pages.

Why can't I see the map for contextual addresses?

That's because of either of these reasons:

  • Probably you have enabled the pop-up blocker for your browser, and so you can't 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, which you can click to display the address on a map. To resolve this issue, disable the pop-up blocker in your browser settings and try again.

    This figure shows a work address with the contextual address icon.

    Icon for Contextual Address
  • Your administrator hasn't yet set up the mapping service for contextual addresses.