Manage Collaboration Planners Using a Redwood Page

You can now use the Redwood user experience to manage collaboration planners. Using the Collaboration Planners task, you can view all the collaboration planners that are active or inactive, and the portion of the network that they have access to. On this page, you can:

• Search by status, planner name, or ship-from supplier.

• After selecting the Add button, choose a collaboration planner, and then provide the planner access to a specific organization, supplier, supplier site or full access.

The new Collaboration Planners page displays active and inactive planners, showing the name, username, status, and whether they have full network access. When a collaboration planner doesn’t have full access, expanding the row will show the portion of the network that the planner has access to.

You can search for collaboration planners by selecting from the existing data filters or you can search by a planner name or a username.

An action menu on each row provides the following actions:

• Edit: Displays the collaboration planner details so that you can modify the planner’s access levels and status.
• Copy: Duplicates the existing planner’s access levels and status to quickly create a new collaboration planner.
• Delete: Removes the user’s supply collaboration access.

Collaboration Planner Page in the Redwood User Experience

Click the Add button to display the New Collaboration Planner page.

On the New Collaboration Planner page, set the Full Access option to No to restrict the planner’s access to the suppliers, supplier sites, and organizations specified in the Data Access Security section.

New Collaboration Planner Page in the Redwood User Experience

Adding a Data Access Security entry will open a side panel with an option to specify either a supplier, supplier site, or an organization.

Adding Data Access Security by Supplier, by Supplier Site, and by Organization

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management

To use the Manage Collaboration Planners Using a Redwood Page feature, you must opt in to its parent feature: Supply Collaboration. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

To enable or disable the Manage Collaboration Planners Using a Redwood Page feature:

1. In the Setup and Maintenance work area, search for and select the task Manage Administrator Profile Values.

2. On the Manage Administrator Profile Values page, search for and select the ORA_VCS_SC_CONFIGURATION_PAGES_REDWOOD_ENABLED profile option code.

3. In the Profile Values section, set the Site Level to YES or No. The default value is NO.

• Y = enables the feature
• N = disables the feature

4. Click Save and Close.

Tips And Considerations

When creating a new Collaboration Planner:

• Use the Add button to save the new collaboration planner and close the page.
• Use the Save button to persist the changes and stay on the page to make additional changes

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Manage Collaboration Planners (VCS_MANAGE_COLLAB_PLANNERS_PRIV)

These privileges were available prior to this update.