8 Log in and Start Checklist for Oracle Enterprise Data Management Cloud Participants

Welcome Oracle Enterprise Data Management Cloud Participants!

Here’s a checklist to help you learn about Oracle Enterprise Data Management Cloud with links to training, reference materials and community resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Oracle Enterprise Data Management Cloud application is ready to use. It is assumed that the Oracle Enterprise Data Management Cloud business process and application have already been set up, permissions have been granted and policies created, data has been imported, and views and viewpoints have been created. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Browse Data Through Views

1. Get familiar with viewpoints.

   Read this: Navigating Viewpoints (10 minutes)

2. Navigate viewpoints to browse data.

   Read these topics:

   • Searching for Nodes (10 minutes)
   • Displaying Viewpoints Side By Side (5 minutes)
   • Locating Nodes (10 minutes)
   • Aligning Nodes (10 minutes)
3. View the history of transactions for a node.

   Read this: Viewing Node Transaction History (10 minutes)

Submit and Approve Changes Using Requests

1. Learn about requests.

   Read this: About Requests (10 minutes)

   Watch this video: Overview: Understanding Requests in Enterprise Data Management Cloud (3 minutes)

2. Make changes to data by creating a request.

   Read these topics:

   • Making Changes Using Requests (5 minutes)
   • Making Changes Interactively (20 minutes)
   • Making Changes Using a Load File (10 minutes)

   Watch this video: Managing Complex Data Changes With Requests (4 minutes)

3. Submit a request for approval.

   Read these topics:

   • Governance Workflows and Approvals (10 minutes)
   • Submitting a Request (5 minutes)

   Watch this video: Overview: Workflow Approvals in Enterprise Data Management Cloud (4 minutes)

   Step through this tutorial: Workflow Approvals in Oracle Enterprise Data Management Cloud (43 minutes)

4. Approve a request.

   Read this: Approving a Request (10 minutes)

5. Get familiar with the Request Activity list.

   Read this: Working with Request Activity (10 minutes)

Get Familiar with Notifications

Read these topics:

• Request Notifications (10 minutes)
• Workflow Notifications (10 minutes)
• Subscription Notifications (10 minutes)