1. Administering Financial Consolidation and Close
  2. Managing Task Templates
  3. Creating Task Templates
  4. Specifying Template Instructions

Specifying Template Instructions

You can specify instructions in the template for completing the business process. Users can view the instructions from tasks in the template. The instructions are also transferred to each schedule.

You may want to supply additional detail to help users understand the purpose of the template and how to complete the tasks. You can attach additional references.

You can easily see if a task includes instructions within the Schedule Task and Template Task lists. You can add the Instructions column to your list view and see the textual instructions for the task.

To specify template instructions:

  1. On the Home page, click Application, and then click Task Manager.
  2. Click the Templates tab on the left.

  3. From the New or Edit Template dialog, select the Instructions tab.

  4. In Instructions, enter instruction text for each task in the template to include.

  5. Click OK.

To add a reference:

  1. In the References section, click Add.

  2. From the Reference Type list, select one of these types:

    • Local File: Click Choose File to select and attach the file, enter a name, and click OK.

    • URL: Enter the URL, then enter a URL name; for example: http://www.oracle.com., Oracle, and then click OK.

    To add a reference file or URL to multiple templates at one time:

    1. Navigate to the templates main page.

    2. You can multi-select (either highlight more than one row or select more than one using the SHIFT key), and then click Actions, then Add Reference, then File or URL.

    You can also add one or more attachments by using drag and drop functionality available from the Add Attachments dialog box. You can rename the attachment in the Name field, if desired. If you drag and drop multiple attachments, you can upload them at one time.

    You must access the Add Attachments dialog box to properly drag and drop attachments.

  3. Enter the necessary information in the template sections: