Setting Up the Landing Pages and Agency Springboard

Landing Pages Overview

The landing pages provide access to the Oracle Public Sector Community Development Cloud.

There are three landing pages that the agency can configure: Agency Springboard, Anonymous User Landing Page, and Registered User Landing Page. This topic summarizes them and their purpose.

Page	Description
Agency Springboard	Provides a starting point for agency staff to manage work. The Agency Springboard offers access to task lists and specific pages based on the user’s role in the agency, from supervisors and accounting staff to planners, permit technicians, and inspectors. For more information about the elements on the Agency Springboard, see Setting Up the Agency Springboard.
Anonymous User Landing Page	Also known as guests, anonymous users are residents, business owners, contractors, and so on, who have not signed in or are not registered. From the landing page, users can view an interactive map of the city, browse types of applications, start an application and access the Guide, which is a questionnaire users can fill out to find and save recommended application types for their project. For more information about the elements on the landing page for guests, see Setting Up the Landing Page for Anonymous Users.
Registered User Landing Page	Registered users are residents, business owners, contractors, and so on, who are registered in the system. From the landing page for registered users, applicants can initiate applications, pay fees, view applications and details, request inspections, and manage their own user account. For more information about the elements on the landing page for applicants who are registered in the system, see Setting Up the Landing Page for Registered Users.

Page

Description

Agency Springboard

Provides a starting point for agency staff to manage work. The Agency Springboard offers access to task lists and specific pages based on the user’s role in the agency, from supervisors and accounting staff to planners, permit technicians, and inspectors.

For more information about the elements on the Agency Springboard, see Setting Up the Agency Springboard.

Anonymous User Landing Page

Also known as guests, anonymous users are residents, business owners, contractors, and so on, who have not signed in or are not registered. From the landing page, users can view an interactive map of the city, browse types of applications, start an application and access the Guide, which is a questionnaire users can fill out to find and save recommended application types for their project.

For more information about the elements on the landing page for guests, see Setting Up the Landing Page for Anonymous Users.

Registered User Landing Page

Registered users are residents, business owners, contractors, and so on, who are registered in the system. From the landing page for registered users, applicants can initiate applications, pay fees, view applications and details, request inspections, and manage their own user account.

For more information about the elements on the landing page for applicants who are registered in the system, see Setting Up the Landing Page for Registered Users.

Agencies can configure the look and feel of the landing pages by changing these elements:

Banner Image
Welcome Message
Summary Message
Tile Labels
Tile Image
Color Theme for Background, Image Background, and Text of Each Section

For more information about setting up the landing pages, see Branding Public Sector Cloud Services.

Setting Up the Agency Springboard

You set up the Agency Springboard by defining the different elements on the page.

You can add these elements to the Agency Springboard by configuring the menu navigation attributes:

Alerts banner
Quick actions (I Want To) bar
Task lists element
Springboard area with tiles

For information about setting up the banner image see Applying Branding Images.

For information about the global header and the page footer, see Configuring Header and Footer Navigation Features.

Defining Alerts for Agency Staff

You can display alert messages on the Agency Springboard in an alerts banner.

For more information about setting up alerts messages, see Defining Alerts.

Configuring the Quick Actions Section

The quick actions section includes I Want To actions in a drop-down list on both the Registered User Landing Page and Agency Springboard. Each link provides access to releavnt pages and functionality. You can show or hide the I Want To bar and include the link provided in the I Want To Content folder.

I Want To actions bar, which can be displayed on the Agency Springboard and Registered User Landing Page — This example illustrates the quick actions section on the Agency Springboard.

Note: You can use the quick actions and tiles independently of each other or in combination. Both the quick actions and selected tiles access the same pages.

To show the quick actions section on the Agency Springboard:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Agency Springboard Data folder.

Select the I Want To link:

Menu Link	Description
I Want To	Show available actions for agency staff in the quick actions drop-down list. Agency staff can select an action: Start an Application - Select to start an application behalf of a registered public user. Schedule an Inspection - Select to open the supervisor Inspection List page, where you can schedule an inspection. The actions for agency staff and registered public users are determined by security setup.

Menu Link

Description

I Want To

Show available actions for agency staff in the quick actions drop-down list. Agency staff can select an action:

Start an Application - Select to start an application behalf of a registered public user.
Schedule an Inspection - Select to open the supervisor Inspection List page, where you can schedule an inspection.

The actions for agency staff and registered public users are determined by security setup.

Select the desired menu item and click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- All devices, Tablets and larger, or Smartphones only - Displays the quick actions (I Want To) bar.
- None - Hides the I Want To actions bar.
Note: When you configure the quick actions section to appear on the Agency Springboard, it also appears on the Registered User Landing Page.
Click Close.

Configuring the Task List Element

The Task List element provides access to different lists of assigned tasks for agency staff.

Task list element, which can be displayed on the Agency Springboard — This example illustrates the task list element on the Agency Springboard described in the surrounding text.

To show the Task List element on the Agency Springboard:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Agency Springboard Data folder.

Select the Agency Task List link:

Menu Link	Description
Agency Task List	Select to display the element that contains delivered links to the Task Management page, where a predefined filter is applied. The delivered links include: My Tasks Group Tasks My Workflow Tasks My Inspections My Plan Reviews A number appears next to the link to display the task count for the applied filter. Note: The items that appear on the Agency Springboard are determined by the security roles assigned. For example, agency roles specific to the permits service display all of the items above, whereas, roles specific to the planning and zoning service do not display My Inspections or My Plan Reviews.

Menu Link

Description

Agency Task List

Select to display the element that contains delivered links to the Task Management page, where a predefined filter is applied. The delivered links include:

My Tasks
Group Tasks
My Workflow Tasks
My Inspections
My Plan Reviews

A number appears next to the link to display the task count for the applied filter.

Note: The items that appear on the Agency Springboard are determined by the security roles assigned. For example, agency roles specific to the permits service display all of the items above, whereas, roles specific to the planning and zoning service do not display My Inspections or My Plan Reviews.

Select the desired menu item and click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- All devices, Tablets and larger, or Smartphones only - Displays the Task List element.
- None - Hides the Task List element.
Click Close.

Configuring the Tiles on the Springboard

You can show or hide tiles, or modify the tile labels on the springboard, but you cannot delete delivered menu links. For more information about configuring tiles and the menu navigation, see Configuring Menu Structure.

Example of the springboard area with a selection of tiles on the Agency Springboard — This example illustrates tiles on the Agency Springboard

To configure the tiles on the springboard area of the Agency Springboard:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Agency Springboard Data folder.
To create the springboard area for the tiles, click the Agency Springboard menu link.
Click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- None - Hides the springboard area.
- All devices, Tablets and larger, or Smartphones only - Shows the springboard area.
To add individual tiles to the springboard, select from delivered menu links in a variety of folders.

This example illustrates a few of the possible menu links that can be configured to appear on the springboard area of the Agency Springboard.
Select the desired menu item and click the Edit button.
On the Link Details page, turn on the Show on Springboard switch.
For example, when you enable the Show on Springboard property for the Parcel menu link, the Parcel tile with a link to the associated page—the Parcel page—appears in the springboard area.

Note: The tile appears only on the Agency Springboard and not on any other landing pages when you select this option.
You can change the delivered label on the tile by editing the value in the Label field on the Link Details page.
Click Close.

Setting Up the Landing Page for Anonymous Users

You set up the landing page for anonymous or guest users by defining the different elements that help public users get information before they register.

You can configure these elements on the Anonymous User Landing Page:

Banner image
Welcome message
Alerts banner
Banner summary
Search field
Tiles

Setting Up the Banner Image

You use the Oracle Fusion Application Appearance page to upload and store the branding images that you will use for your Public Sector system. For information about setting up the banner image see Applying Branding Images.

Setting Up the Welcome Message

You modify the Welcome Message with the other theme attributes. The Welcome Message is text in a large font and can simply be “Welcome,” as shown in the sample landing page. For more information, see Managing Themes.

You enable the Welcome Message section using the Welcome menu link.

To enable the Welcome Message section in the menu navigation:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Anonymous Landing Page Data folder.

Select the Welcome menu link:

Menu Link	Description
Welcome	Displays a section for the page title, such as Welcome, below the banner image. You can change the menu link label to display your choice of text.

Click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- None - Hides the Welcome Message section.
- All devices, Tablets and larger, or Smartphones only - Shows the page title section.
  
  Note: You must select an option to show on a device for the Welcome Message to appear, whether you define it at the branding level or here in the menu navigation configuration.
On the Link Details page, the text Welcome in the Label field is the default only when the Welcome Message hasn’t been defined at the theme level.
Click Close.

Setting Up the Banner Summary

You provide welcome information on the landing page for anonymous users and registered users in the banner summary element. You can also link to an external page from the banner summary.

For information about setting up welcome information, see Defining Summary Details.

Defining Alerts

You display alert messages on the Anonymous User Landing Page in an alerts banner.

For information about setting up alert messages, see Defining Alerts and Working with Ad Hoc Communications.

Setting Up the Global Search

You provide anonymous users with a search field that searches for transactions. This global search option searches for applications and projects by application number, application type, property address, description, or applicant.

Note: Search for registered users is only available in the global header. For information about the global header, see Configuring Header and Footer Navigation Features.

To set up the Search element on the Anonymous User Landing Page:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Anonymous Landing Page Data folder.

Select the Search menu link:

Menu Link	Description
Search	Displays a search element under the banner summary.

Click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- None - Hides the search element.
- All devices, Tablets and larger, or Smartphones only - Shows the search element.
Click Close.

Managing Tiles on the Anonymous User Landing Page

You can show or make small modifications to tiles on the landing page for anonymous users, but you cannot delete delivered menu links. For more information about modifying tiles, see Configuring Menu Structure.

To manage tiles on the Anonymous User Landing Page:

Select NavigationMenu Configurations
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Anonymous Landing Page Data folder.

You can show or hide the delivered tiles:

Menu Link	Description
Apply	Provides a tile that links to the page where users can search for an application type and initiate an application.
Applications	Provides a tile for users to navigate to their saved applications. From the Anonymous User Landing Page, the user must log in before viewing saved applications.
Guide	Provides a tile that links to a guided questionnaire used to find the type of application that the user needs for a particular project. This tile links to a questionnaire that you set up with Oracle Policy Automation (OPA). See Choosing a Guide Questionnaire. Note: If your agency is not using OPA, you must hide this tile by selecting None in the Show On field for this menu link.
Explore Your City	Provides a tile that links to a map where the guest user can search for and find property and application details.

On the Link Details page for a tile, you can change the tile image by selecting any delivered image from the Icon drop-down options.

Setting Up the Landing Page for Registered Users

You set up the public landing page for registered users who have entered credentials into the service.

You can configure these elements on the Registered User Landing Page:

Banner image
Alerts banner
Banner summary
Quick actions (I Want To)
Tiles

Example of a landing page for registered public users — This example illustrates the Registered User Landing page.

Setting Up the Banner Image

You use the Oracle Fusion Application Appearance page to upload and store the branding images that you will use for your Public Sector system. For information about setting up the banner image see Applying Branding Images.

Defining Alerts

You display alert messages on the Registered User Landing Page in an alerts banner.

For information about setting up alert messages, see Defining Alerts and Working with Ad Hoc Communications.

Setting Up the Banner Summary

You provide welcome information on the landing page for anonymous users and registered users in the banner summary element. You can also link to an external page from the banner summary.

For information about setting up welcome information, see Defining Summary Details.

Configuring the Quick Actions Section

The quick actions section includes I Want To actions in a drop-down list on both the Registered User Landing Page and Agency Springboard. Each link provides access to specific pages and functionality. You can show or hide the I Want To bar and include the link provided in the I Want To Content folder.

Note: You can use the quick actions and tiles independently of each other or in combination. Both the quick actions and selected tiles can access the same pages.

To show the quick actions section:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Agency Springboard Data folder.

Select the I Want To menu link:

Menu Link	Description
I Want To	Show available actions for registered users in the I Want To actions bar. A registered user can select from these actions: . Start an Application Go to Applications View Recommendations Schedule an Inspection View Payment History The actions for agency staff and registered public users are determined by security setup.

Menu Link

Description

I Want To

Show available actions for registered users in the I Want To actions bar.

A registered user can select from these actions: .

Start an Application
Go to Applications
View Recommendations
Schedule an Inspection
View Payment History

The actions for agency staff and registered public users are determined by security setup.

Select the desired menu item and click the Edit button.
On the Link Details page, go to the Show On field and select an option:
- All devices, Tablets and larger, or Smartphones only - Displays the quick actions section.
- None - Hides the quick actions section.
Note: When you configure the quick actions section to appear on the Agency Springboard, the section also appears on the Registered User Landing Page.
Click Close.

Managing Tiles on the Registered User Landing Page

You can show or make small modifications to tiles on the landing page for registered users, but you cannot delete delivered menu links. For more information about modifying tiles, see Configuring Menu Structure.

To manage tiles on the Registered User Landing Page:

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Use the menu links for the tiles in the Anonymous Landing Page Data folder.

You can show or hide the delivered tiles:

Menu Link	Description
Apply	Provides a tile that links to the page where users can search for an application type and initiate an application.
Applications	Provides a tile for registered users to navigate to a list of their own applications. From here, users can access application details.
Inspections	Provides a tile for registered users to navigate to a list of their inspections. From here you can access inspection details and schedule inspections.
Guide	Provides a tile that links to a guided questionnaire used to find the type of application that the user needs for a particular project. This tile links to a questionnaire set up with Oracle Policy Automation (OPA). Note: If your agency is not using OPA, you must hide this tile by selecting None in the Show On field for this menu link.
Explore Your City	Provides a tile that links to a map where the guest user can search for and find property and application details.

On the Link Details page for a tile, you can change the tile image by selecting any delivered image from the Icon drop-down options.

Choosing a Guide Questionnaire

You enter an Oracle Policy Automation definition for the Guide questionnaire on the Permit Options page.

Use the Permit Options page during agency setup to specify the Oracle Policy Automation ID to use for the Guide questionnaire. This questionnaire helps public users determine which application type is appropriate for a project. A single questionnaire provides guidance for all types of applications types, including types of permit application and types of planning applications.

Public users do not need to register before using the questionnaire.

Predefined OPA rules are delivered as samples, but using OPA is optional. If you do not use OPA, do not include the Guide tile on your landing pages.

For instructions on associating an OPA ID with an agency, see Managing OPA Policies for Agency.

Defining Summary Details

You set up the banner summary section on the public landing pages for anonymous and registered users by defining a summary title and text. You can also link to an agency page outside of the Oracle Public Sector Compliance and Regulation Cloud.

The Banner Summary section includes a summary title and text as well as a Read More button that links to either a URL outside of the Oracle Public Sector Compliance and Regulation Cloud or a longer message that you define. You define the summary details for the Banner Summary section in the menu navigation configuration and on the Permit Options page.

Example of a banner summary on the Anonymous User Landing Page — This example illustrates the Banner Summary section containing the fields described in the surrounding text.

Setting Up Summary Details in the Menu Navigation Configuration

You set up summary details for the Anonymous User Landing Page and the Registered User Landing page in the menu navigation configuration. You must enable the Online Planning and Permits menu link for the Banner Summary section to appear on the landing pages.

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the Anonymous Landing Page Data folder.

Select the Online Planning and Permits menu link:

Menu Link	Description
Online Planning and Permits	Displays the summary title, summary text, and Read More button below the banner image. You can change the menu link label and description to display your choice of text.

Click the Edit button.

On the Link Details page, update these fields:

Page Element	Description
Show On	Select from these options: None - Hides the page title section. All devices, Tablets and larger, or Smartphones only - Shows the page title section. Note: You must select an option to show on a device for the banner summary to appear, whether you define the summary details information here in the menu navigation configuration or in the agency setup.
Label	Update the delivered title text.
Description	Update the delivered summary text, Streamline the application and review process for your project.

Page Element

Description

Show On

Select from these options:

None - Hides the page title section.
All devices, Tablets and larger, or Smartphones only - Shows the page title section.

Note: You must select an option to show on a device for the banner summary to appear, whether you define the summary details information here in the menu navigation configuration or in the agency setup.

Label

Update the delivered title text.

Description

Update the delivered summary text, Streamline the application and review process for your project.

Click Close.

Setting Up Summary Details in the Permit Options Setup

You set up the summary title and text for the Anonymous User Landing Page and the Registered User Landing page on the Permit Options page during agency setup.

Note: You can define the summary details here in the agency setup or in the menu navigation configuration. But you must enable the Online Planning and Permits menu link in the navigation configuration for the banner summary to appear.

Select Common Setup > Agency.
Search and select your agency row to open the Agency Information – Details page.
Click the Features tab.
You will see that your offering is enabled; click the Options link on the row to open the Permit Options page.

On the Permit Options page, enter values for the following fields in the Landing Page Message Definition section:

Page Elements	Usage
Message Title	Enter a short text version of the landing page message in a title format. If you leave this field blank, the value in the Label field on the Link Details page for the menu navigation link Online Planning and Permits is displayed.
Message Summary	Enter a longer version of the landing page message title in a sentence format. If you leave this field blank, the value in the Description field on the Link Details page for the menu navigation link Online Planning and Permits is displayed.
Button Content URL	Enter a content URL for the Read More button. Public users click this button to access the agency’s own additional information page, outside of the public sector system. If you leave this field blank, the Read More button opens a dialog box that displays the Landing Page Message. Note: If you want to link to a page outside of the public sector system, you must enter a URL here.
Landing Page Message	Enter information in rich text that appears in a dialog box when the user clicks the Read More button. If a URL to access the agency’s page is defined, you don’t need this message.

Click Save.

Defining Tiles

You define tiles by configuring a set of menu links that represent the tiles on landing pages and springboards.

The tiles and elements that you see on landing pages and springboards are treated as menu links that you configure during implementation. They give you access to specific pages and functionality within a product.

Your agency decides which tiles and elements to display on these home pages:

Anonymous User Landing Page
Registered User Landing Page
Agency Springboard

You can open delivered menus and make minor changes to menu items to meet your agency needs.

For more information about managing menu items, see Configuring Menu Structure.

Modifying Tiles

You can make minor changes to tiles on the Link Details page for the selected tile. You can hide or rename tiles, but not delete them.

Click the menu link in the selected folder.
Click the Edit button.

On the Link Details page, you can make these changes:

Page Element	Description
Label and Description	Enter text for the tile label and description.
Icon	Select an icon for the tile from the available options in the drop-down list.
Sequence	Change the sequence or order in which the tile appears.
Show On	Select a device type from these options: All devices Tablets and larger Smart phones only None
Show on Springboard	Turn on the switch to display the tile with a link to an associated page on the Agency Springboard, which is for agency staff only. Note: The tile appears only on the Agency Springboard and not on any other landing pages when you select this option.
Show in Page Finder	Turn on the switch to display the link in the Page Finder, which is a navigation feature accessed by agency staff by clicking the Page Finder button in the global header.

Click Save and Close.

Defining Alerts

You can enable alerts for the Agency Springboard and public landing pages using ad hoc alerts or using certain delivered communication events.

You have multiple options for setting up alerts that appear on the public user landing pages and the agency springboard:

Create an alert using the either the delivered PSC_GENERIC_ALERT event or the delivered ADHOC-EVENT event.
This topic provides step-by-step instructions for setting up alerts using the delivered events. For general information about working with events, see Setting Up Communication Events.
Use the Communications Center to create an ad hoc alert.
For step-by-step instructions, see Working with Ad Hoc Communications

Configuring the Agency Springboard and the Public User Landing Pages to Show Alerts

Select Navigation > Menu Configurations.
On the Configure Menu Structure page, select the Products menu.
Click Open Menu.
Expand the folder for the desired alert location:
- Agency Springboard Data
- Anonymous Landing Page Data
- Registered Landing Page Data
Select the Alerts item in the folder.
On the Link Details page, change the Show On field to All devices.
Click Save and Close.

Adding Alerts Using Delivered Events

Select Communication Setup > Events.
Locate either the PSC_GENERIC_ALERT event row for general alerts or the ADHOC-EVENT event row for ad hoc alerts, and click the row to open the Communication Event Details page..
Click the Add button in the Communication Template section.
On the Communication Template Details page, select Alert in the Channel Type field. The page refreshes to show the fields required for defining an alert.

In the Template Attributes section, enter information for the required fields:

Page Element	Description
Code and Name	Enter a code and descriptive name for the alert.
Start Date Time and End Date Time	Enter when the alert is valid, including when to start and when to stop showing the alert.
Enabled	Turn on the switch to activate the alert.

In the Compose section, enter information in these fields:

Page Element	Description
To	Enter a value that identifies the target recipients: Individual Registered Users Enter comma-separated user IDs for the registered users, for example, `SYSTEM_ADMIN,BUSINESS_ANALYST`. All Registered Users Enter this attribute: `${User}`. The Communication Alerts framework provides the alert information when the registered user logs in. All Anonymous Users Enter this attribute: `${Anonymous}`. A Combination of Users Enter a string including comma-separated user IDs for the registered users, `${User}` for all registered users, and `${Anonymous}` for all anonymous users.
Message Body	Compose the message for your alert here. For the Alert channel type, you can enter only plain, unformatted text.
Select and Insert	Insert variable attributes into your communications. You select the field and the attribute that you want to insert in that field, and click Insert to enter a variable for that attribute. For example, if you select the To field and the Anonymous attribute, and click Insert, the `${Anonymous}` variable is inserted into the To field of the communication template.
Remarks	Enter any additional information about the communication. These remarks are not included in the generated communication.

Click Save to return to the Communication Event Details page.
On the Communication Event Details page, turn on the Enabled switch.
Click Save.

Modifying Alerts

Select Communication Setup > Events.
Locate the row to be modified (either the PSC_GENERIC_ALERT row or the ADHOC-EVENT event row), and click the row to open the Communication Event Details page.
In the Communication Template section, click the row for the alert you want to modify.
On the Communication Template Details page, you can enable or disable the alert message, change the recipient of the alert in the To field, and update the message text in the message body.
Click Save.
On the Communication Event Details page, you can turn on or turn off the Enabled switch.
Click Save.