3 Administering Tax Reporting Checklist for Service Administrators

Welcome, Tax Reporting Service Administrators!

Here’s a checklist to help you get going with the Tax Reporting business process on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Tax Reporting application is ready to use. It is assumed that the Identity Domain Administrator has created users and granted predefined roles, and the Tax Reporting business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on what was already done during implementation, your organization’s requirements, and the application design.

Review and bookmark the Oracle Fusion Cloud Enterprise Performance Management Operations Guide

Open the Operations Guide and review and bookmark the Troubleshooting chapter for resolution information and the Requests chapter for optional updates.

Log in and setup

1. Make sure your browser meets the prerequisites

   Read this: Supported Browsers (10 minutes)

2. Enable localization of the user interface (Optional)

   Read this: Understanding Cloud EPM Localization (10 minutes)

3. Enable accessibility mode (optional)

   Read this: Requirements for Screen Reading Technology (10 minutes)

4. Set up network restricted access (optional)

   Read this: Setting Up Restricted Network Access (15 minutes)

Install clients and configure

1. Install the EPM Automate utility to access environments over a command window to automate business activities (optional)

   Read this: Installing EPM Automate (10 minutes)

2. Install available clients as needed, such as:

   • Smart View (may already be installed)

   • Product-specific extensions

   Read this: Downloading and Installing Clients (15 minutes)

3. Get familiar with the daily maintenance snapshot and set the time that maintenance is performed

   Read this: Overview of the Maintenance Snapshot (15 minutes)

4. Learn how to back up the maintenance snapshot each day

   Read this: Backing Up the Maintenance Snapshot (15 minutes)

Set preferences and navigation

1. Set default preferences for Tax Reporting users and many aspects of the application and the system, and create announcements for users

   Read this: Setting Your Preferences (15 minutes)

2. Connect to other Cloud EPM environments to enable seamless navigation across business processes (optional)

   Read this: Connecting Environments in Cloud EPM (15 minutes)

   Watch this video: Define Navigation Flows to Integrate Business Processes (3:51)