Copy HR Help Desk Documents to Document Record

HR Help Desk Agents can directly transfer selected documents to the HCM Document Record for the Primary Contact of the Request. This is done by using the smart action Copy to Document Record.

Copy to Document Record Smart Action

Copy to Document Record

After copying the chosen attachments to the document record, an internal note is created.

Direct transfer of HR documents saves time and ensures security compliance.

Steps to Enable and Configure

1. Create or enter a Sandbox that has Application Composer as a chosen tool by going to Navigator -> Tools -> Sandboxes.
2. From the Tools drop-down choose Application Composer.
3. Click on the Smart Actions link.
4. Type "Document Record" and Enter to search.
5. Change the value for Enabled to Yes for the Smart Action "Copy to Document Record" for HR Help Desk Request.
6. Close the Tab and return focus to the Application Composer.
7. Under the Sandbox Mode drop-down, choose Preview as if Published.
8. Click Yes to continue to enter the preview mode.
9. Navigate to Help Desk -> Help Desk Requests.
10. Navigate to Help Desk Request that has attachments. (Feel free to create a test request if needed.)
11. In the Action Bar, type Copy to Document Record to make certain the option is shown in the list.
12. Return to Edit Mode in Application Composer.
13. Publish the Sandbox.

Tips And Considerations

The agent can copy a maximum of 500 attachment to the document record of the primary contact.

If the new smart action does not appear during testing, you may need to sign out and sign in using a new browser window.

Key Resources

After this feature is generally available, a video showing how to configure your environment and a demonstration of the functionality will be found on Oracle Video Hub: Fusion Help Desk.

Access Requirements

To copy documents to the document record for the employee, the agent must have the job role ORA_PER_HUMAN_RESOURCE_SPECIALIST_JOB