3 Administering Financial Consolidation and Close Checklist for Service Administrators

image of a person running

Welcome, Financial Consolidation and Close Service Administrators!

service administrator role

Here’s a checklist to help you get going with the Financial Consolidation and Close business process on Day 1 of your experience, with links to documentation and other resources.


This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Financial Consolidation and Close application is ready to use. It is assumed that the Identity Domain Administrator has created users and granted predefined roles, and the Financial Consolidation and Close business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on what was already done during implementation, your organization’s requirements, and the application design.

Review and bookmark the Oracle Enterprise Performance Management Cloud Operations Guide

create an application

Open the Oracle Enterprise Performance Management Cloud Operations Guide and review and bookmark the Troubleshooting chapter for resolution information and the Requests chapter for optional updates.

Log in and setup

login and set up

  1. Make sure your browser meets the prerequisites

    Read this: Supported Browsers (10 mins)

  2. Enable localization of the user interface (Optional)

    Read this: Understanding EPM Cloud Localization (10 mins)

  3. Enable accessibility mode (optional)

    Read this: Requirements for Screen Reading Technology (10 mins)

  4. Set up network restricted access (optional)

    Read this: Setting Up Restricted Network Access (15 mins)

Install clients and configure

install client

  1. Install the EPM Automate utility to access environments over a command window to automate business activities (optional)

    Read this: Installing EPM Automate (10 mins)

  2. Install available clients as needed, such as:

    • Smart View (may already be installed)

    • Product-specific extensions

    Read this: Downloading and Installing Clients (15 mins)

  3. Get familiar with the daily maintenance snapshot and set the time that maintenance is performed

    Read this: Overview of the Maintenance Snapshot (15 mins)

    Read this: Application Design and Maintenance Best Practices (15 mins)

  4. Learn how to back up the maintenance snapshot each day

    Read this: Backing Up the Maintenance Snapshot (15 mins)

Set preferences and navigation

set preferences

  1. Set default preferences for Financial Consolidation and Close users and many aspects of the application and the system, and create announcements for users

    Read this: Setting Your Preferences (15 mins)

  2. Connect to other EPM Cloud environments to enable seamless navigation across business processes (optional)

    Read this: Connecting Environments in EPM Cloud (15 mins)

    Watch this video: Define Navigation Flows to Integrate Business Processes (3:51)