Oracle EPM FreeForm
Select your pre-defined role, then use a checklist to get started on your first day.
Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by pre-defined roles for Service Administrators, Power Users, Users, and Viewers.
Service Administrator
As a Service Administrator you are a technical leader. You create and administer FreeForm. For example, you can manage application security, create and migrate applications, and set up maintenance and backups.
Power User
As a Power User you are a department head or business unit manager in charge of a region. You manage several functional areas in FreeForm. For example, you can control approval processes, create reports, load data, and manage business rules.
User
As a User you are a planner or analyst. You enter data into forms and analyze them. For example, you can analyze forms using ad hoc features and create reports.
Viewer
As a Viewer you are an analyst or executive. You view business plans during the budgeting process. For example, you can view and analyze data through forms and data access tools.