About the Author Phase Process

Report packages are made up of subcomponents called doclets. A report package owner assigns authors and approvers for each doclet. The authors and approvers provide and approve content for the doclets.

The author phase follows this process:

1. The report package owner starts the author phase.

2. Notifications are sent to doclet authors to begin their work.

3. In Oracle Smart View for Office, authors open and then check out doclets, provide content, and then check doclets back in.

   Authors open Excel-based supplemental doclets.

   Authors download supplemental doclets to use in their work.

   See About Doclets for more information regarding Smart View.

4. When authors have finished their work, they submit the doclets for approval.

5. If a doclet or supplemental doclet approval is specified, notification messages are sent to approvers to review and either approve or reject doclets and supplemental doclets.

6. The author phase is automatically marked complete based on the status of the doclets and all doclets have a completed status. The report package owner can manually mark the author phase complete, any outstanding incomplete doclets are marked complete.

As an author, in Smart View or in the Narrative Reporting web interface, you can work with:

• Microsoft Word, PowerPoint, or PDF doclets
• Supplemental doclets with the appropriate Office application
• Supplemental doclets, such as PDF or TXT files, which you download and open with the appropriate application

The topics in this section discuss authoring and working with doclets and supplemental doclets in Smart View.