Before you Begin

Before you can start to change the contract approval notifications, make sure you've considered the following:

• Security

  To configure reports and data models for notifications, you must have the Application Developer and the BI Administrator job role.

  Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.

• Data Model and Contract Approval Template Changes

  Don't edit predefined data models or layout templates. Instead, copy them into the Custom folder and edit the copy.

• Create profile options to control the refresh interval

  When you use the Customize option to edit a predefined report, your changes won't be reflected until a refresh that happens every 24 hours. For changes to take effect sooner, use profile options to change the refresh interval. See Reflect Changes from Edited Reports Sooner for more information about creating profile options to apply to all workflow tasks (global = BIP_CLIENT_REFRESH), a product family (BIP_CLIENT_REFRESH_TIME_CRM) and product (BIP_CLIENT_REFRESH_TIME_CRM_OKC).