• Oracle Utilities Work and Asset Cloud Service User Guides
  • Business User Guide
    • Overview
      • About Oracle Utilities Work and Asset Management
      • About Home Page
      • Supported Portals on iOS
    • User Interface Standard Features
      • Page Components
        • The Application Toolbar
          • Home Icon
          • Menu
          • Admin Menu
          • Back and Forward Arrows
          • History Icon
          • Search
          • Help Menu
          • User Menu
        • Page Title Area
          • Page Actions Toolbar
            • Bookmark Button
            • Next/Previous Item Buttons
            • Duplicate Button
            • Delete Button
            • Clear Button
            • Save Button
            • Refresh Button
        • Object Display Area
          • Multiple Tabs
          • Text Box
          • Date and Time Fields
          • Search Button
          • Context Menu Button
          • Go To Button
          • Broadcast Button
          • Embedded Help Icon
          • Work Lists
          • Scroll Bars with Dynamic Height
          • Sorting Functionality
          • Get More Functionality
          • Adding and Removing Rows Using Arrows
          • Reorganizing Items Using the Up and Down Arrows
          • Trees
          • Required Field Indicator
          • Accordion Windows
            • Row Summary and Chunk Management
        • Dashboard Area
        • Script Area
      • Portal Pages
        • Portals Are Made Up Of Zones
        • Users Must Be Granted Security Access To Each Zone
        • Zones May Appear Collapsed When A Page Opens
        • Some Portals Allow User Customization
        • Dashboard Portal
          • Bookmarks Zone
          • Tags Zone
          • Collect Entity Zone
          • Current To Do Zone
          • Favorite Links Zone
          • Favorite Scripts Zone
          • Favorite Searches Zone
          • Switch Language Zone
          • To Do Summary Zone
          • Work List Zone
        • Zone Types and Characteristics
          • Common Characteristics of Zones
            • Zone Visibility
            • Control Zone Headers
          • Explorer Zones
            • Search Criteria / Filter Area
            • Description Bar
            • Results Area
            • Title Bar
              • Explorer Zone Menu
                • Clear Filters
                • Export to Excel
                • Print
                • Save Search Options
                  • Save As
                  • Open Saved Search
                  • Save
                  • Set As Default
                  • Remove As Default
                  • Add To Favorites
                  • Remove From Favorites
                  • Delete
              • Show Filters
              • Show Column Configuration Area
              • The Open Zone Maintenance Icon
            • Configurable Columns
            • Multi-Query Zones
          • Map Zones
            • Open Map Maintenance Icon
          • Tabbed Display Zones
          • Timeline Zone
        • Common Base Portals and Zones
          • All-In-One Portal
            • List Zone
          • Separate Query and Maintenance Portals
            • Query Portal Search Zone
            • Maintenance Portal
              • Object Display Zone
              • Log Zone
        • Process Flow
      • Fixed Pages
        • Maintenance Pages
          • The Unique Identifier Area
          • Confirmation & Error Messages
          • Warning If Unsaved Changes Exist
        • Query Pages
          • The Search Area
      • User Preferences
        • User - Main
        • User - To Do Roles
        • User - Access Security
        • User - Bookmarks
        • User - Portal Preferences
        • User - Favorite Links
        • User - Favorite Scripts
        • User - Characteristics
        • User - Miscellaneous
      • Initiating Scripts
      • Shortcut Key Summary
    • WAM Reports
      • About WAM Reports
      • Running Oracle Utilities Work and Asset Management Reports
    • Search Features
      • Using Unified Search
      • Pagination
    • Assets
      • About Asset Locations
        • Types of Locations
        • Service Area
        • Location Hierarchy
        • Disposition Locations
        • Belongs to an Organization
        • Contacts
      • About Assets
        • Components
        • Types of Assets
        • Asset Hierarchy
        • Asset Disposition
        • Extending Asset Statuses
        • Replicating Assets
        • Asset Service History
        • Warranty Terms and Warranties
      • About Operational Devices
        • Measurements
        • Device Configuration
      • About Specifications
        • Firmware
      • About Functional Processes
      • Maintaining Asset Locations
      • Maintaining Contacts
      • Maintaining Assets
      • Maintaining Asset Replications
      • Maintaining Operational Readings
      • Maintaining Specifications
      • Maintaining Functional Processes
      • Maintaining Warranties
      • Maintaining Warranty Terms
      • Mass Asset Disposition Update
      • Operational Reading Alert Review
      • 360 Degree Search
      • GIS Map Viewer
    • Operational Device Management
      • About Operational Device Management
      • About 360 Degree Search
      • About 360 Degree View
      • About ODM Configurations
      • About ODM Configuration Reports
      • About ODM Firmware
      • About Activity Generators
      • Maintaining ODM Configuration Reports
      • Maintaining Activity Generators
    • Inventory
      • About Inventory
        • Stock Items
        • Stock Item Details
        • Physical Inventory
        • Inventory Adjustments
        • Stock Transfers
        • Receiving Inventory
        • Returns
      • About Material Disposition
        • Material Requests
        • Material Issue
        • Material Returns
        • Material Request Templates
        • Bill of Materials
      • About Shipping Memos
      • Maintaining Stock Items
      • Maintaining Stock Item Details
      • Maintaining Stock Transfers
      • Stock Transaction Log Portal
      • Maintaining Physical Inventories
      • Maintaining Receipts
      • Maintaining Shipping Memos
      • Maintaining Returns
      • Maintaining Material Issue
      • Maintaining Material Requests
      • Maintaining Material Request Templates
      • Maintaining Material Returns
      • Maintaining Material Dispositions
      • Maintaining Bill of Materials
      • Maintaining BOM Parts
      • Maintaining Reorder Reviews
      • Reorder Review Mass Approval
    • Purchasing
      • About Purchasing
        • Manufacturers
        • Vendors
        • Vendor Locations
        • Purchase Orders
        • Purchase Requisitions
        • Blanket Contracts
        • Invoices
        • Expedite Purchase Orders
      • Maintaining Purchase Orders
      • Maintaining Purchase Order Lines
      • Maintaining Purchase Requisitions
      • Maintaining Purchase Requisition Lines
      • Maintaining Expedite Purchase Orders
      • Maintaining Blanket Contracts
      • Maintaining Blanket Contract Lines
      • Maintaining Invoices
      • Maintaining Invoice Groups
      • Maintaining Manufacturers
      • Maintaining Vendors
      • Maintaining Vendor Locations
    • Service History
      • About Service History
        • Downtime
        • Failures
        • Inspections
        • Condition Assessments
        • Questionnaires
      • Maintaining Service History
    • Work Management
      • About Work Management
      • About Field Activities
        • Planning Field Activities
        • Approvals for Field Activities
        • Scheduling Field Activities
        • Field Activity Cost
        • Field Activity Workflow
      • About Work Orders
        • Work Order Includes One or More Activities
        • Work Order Workflow
        • Template Work Orders
        • Work Categories
        • Work Classes
        • Projects
      • About Work Activities
        • Planning Work Activities
        • Resource Requirements
        • Approving Work Activities
        • Scheduling Work Activities
        • Work Activity Cost
        • Checklists
        • Work Activity Workflow
        • Work Activity Templates
      • About Work Requests
      • About Work Planning
      • About Permits
      • About Communication Logs
      • About Service Calls
      • Maintaining Field Activities
      • Maintaining Work Orders
      • Maintaining Template Work Orders
      • Maintaining Template Activities
      • Maintaining Work Activities
      • Maintaining Work Categories
      • Maintaining Work Classes
      • Maintaining Work Requests
      • Maintaining Work Location
      • Maintaining Projects
      • Maintaining Permits
      • Maintaining Service Calls
      • Work Planning Dashboard
      • Maintaining Activity Generators
    • Preventive Maintenance
      • About Preventive Maintenance
        • Maintenance Schedules
        • Maintenance Triggers
      • Maintaining Maintenance Events
      • Maintaining Maintenance Plans
      • Maintaining Maintenance Plan Triggers
      • Maintaining Maintenance Specifications
      • Maintaining Preventive Maintenance Schedules
      • Maintaining Preventive Maintenance Triggers
    • Construction Work
      • About Construction Work
        • Planning Construction Work
        • Work Designs
        • Construction Work Costs
        • Approving Construction Work
        • Construction Work Orders
        • Construction Work Activities
        • Template Construction Work Orders
        • Template Construction Work Activities
        • Construction Work Locations
        • Scheduling Construction Work
        • Construction Work Activity Reconciliation
        • Communication Logs
      • Maintaining Work Designs
      • Maintaining Design Elements
      • Maintaining Construction Work Orders
      • Maintaining Construction Work Activities
      • Maintaining Template Construction Work Orders
      • Maintaining Template Construction Work Activities
      • Maintaining Activity Reconciliations
    • Scheduling
      • About Scheduling
        • The Scheduling Process
        • Daily Versus Weekly Schedules
        • Break In
      • About Crew Shifts
        • Creating Shifts
        • Service Area
        • Crew Shift Workflow
        • Controlling the Schedule
        • Employee Unavailability
      • Maintaining Crew Shifts
      • Maintaining Employee Unavailability
      • Scheduling Portal
    • Approvals
      • About Approvals
        • Approval Profiles
        • Approval Routing
        • Outstanding Approvals at a Glance
        • Approval Dashboard
      • Maintaining Approval Requests
      • About Change Requests
        • Change Request Approval Profiles
        • Change Request Approval Routing
      • Maintaining Change Requests
    • Resource Usage
      • About Timesheets
        • Timesheet Quick Entry
      • About Resource Charges
        • Equipment Charges
        • Other Direct Charges
      • Maintaining Timesheets
      • Maintaining Timesheet Quick Entry
      • Maintaining Other Direct Charges
    • Financials
      • About Financial Transactions
      • About Cost Adjustments
      • Maintaining Financial Transactions
      • Maintaining Cost Adjustments
    • To Do Processing
      • Understanding To Do Processing
        • To Do Role
        • To Do Priority
        • Work Distribution
        • A User's Current To Do
        • To Do Characteristics
        • Related To Do Entries
        • Complete A To Do
        • Log Entry Events
      • Managing To Do Entries
        • To Do Management
        • To Do Supervisor Functions
          • Supervisor To Do Summary
          • Supervisor User Summary
          • Supervisor To Do Assignment
        • To Do List Functions
          • To Do Summary
          • To Do List
        • To Do Entry
          • Adding a Manual To Do Entry
        • To Do Search
        • To Do Dashboard
    • Reports
      • On-line Report Submission
        • Report Submission - Main
      • Viewing Historic Reports
        • Report History - Main
  • Administrative User Guide
    • Framework Administrative User Guide
      • General Options
        • Defining Installation Options
          • Installation Options - Main
          • Installation Options - Messages
          • Installation Options - Algorithms
          • Installation Options - Accessible Modules
          • Installation Options - Installed Products
        • Support For Different Languages
          • User Language
          • Customer Language
          • Defining Languages
        • Defining Countries
          • Country - Main
          • Country - States
        • Defining Currency Codes
        • Defining Time Zones
          • Designing Time Zones
          • Setting Up Time Zones
          • Setting Up Seasonal Time Shift
        • Defining Geographic Types
        • Defining Work Calendar
        • Defining Display Profiles
          • Additional Hijri Date Configuration
        • Defining Phone Types
        • Defining Feature Configurations
          • Feature Configuration - Main
          • Feature Configuration - Messages
        • Defining Master Configurations
      • Security & User Options
        • The Big Picture of Application Security
          • Application Security
          • Action Level Security
          • Field Level Security
          • Encryption and Masking
            • System Encryption
            • User Interface Masking
            • Application Encryption
          • The Base Package Controls One User, One User Group, And Many Application Services
          • Importing Security Configuration from an External Source
        • The Big Picture of Row Security
        • Defining Application Services
        • Defining Security Types
          • Security Type - Main
        • Defining User Groups
          • User Group - Main
          • User Group - Application Services
          • User Group - Users
        • User Group Services Management
        • Defining Access Groups
        • Defining Data Access Roles
          • Data Access Role - Main
          • Data Access Role - Access Group
        • Defining Users
        • Defining Redaction Rules
        • Obfuscation Configuration
        • Data Privacy
          • The Approach to Implementing Object Erasure
            • Configuring a Maintenance Object for Erasure
            • Manage Erasure Schedule Algorithm
            • Monitoring the Schedule and Performing Erasure
            • Erasing User Information By Obfuscation
            • Viewing an Object’s Erasure Status
            • Viewing Erasure Configuration
            • Archiving the Object Erasure Schedule
        • Cryptography Keys
          • Understanding Key Rings
            • Signature Keys
            • OAuth Keys
          • Defining Key Rings
      • User Interface Tools
        • Understanding Portals and Zones
        • Setting Up Portals and Zones
          • Defining Zone Types
          • Defining Zones
            • Overriding Parameter Values
            • Overriding Zone Parameters
            • Zone Parameter Details
              • Zone Visibility Service Script
              • SQL Statement
              • Column Parameters
              • Zone Action
              • User Filters
              • Hidden Filters
              • Multi-Select Action
            • Data Explorer Graph Configuration
            • Pagination Configuration
            • Use Data Explorer for Derived Data
            • Configuring Timeline Zones
          • Defining Context-Sensitive Zones
          • Defining Portals
        • Defining Menu Options
        • Defining Navigation Keys
          • Navigation Key Types
          • Navigation Key vs. Navigation Option
          • The Flexibility of Navigation Keys
          • Linking to External Locations
          • Overriding Navigation Keys
          • Maintaining Navigation Keys
        • Defining Navigation Options
          • Navigation Option - Main
          • Navigation Option - Tree
        • Understanding System Messages
          • Defining System Messages
            • Defining Message Categories
            • Defining Messages
        • Understanding Unified Search
        • Trees
          • Defining Trees
        • Contextual Insights
          • Insight Types
            • Defining Insight Types
          • Insight Groups
            • Defining Insight Groups
        • Color Configuration
          • Defining Colors
          • Color Options
        • Defining Display Icons
        • Custom Look and Feel Options
          • User Interface
          • UI Map Help
      • Database Options
        • Understanding The Data Model
          • Fields
          • Tables
          • Maintenance Objects
          • Defining Valid Values
          • Characteristic Types
          • Foreign Key References
        • Defining Tables
        • Defining Fields
        • Defining Maintenance Objects
          • Maintenance Object - Main
          • Maintenance Object - Options
          • Maintenance Object - Algorithms
          • Maintenance Object - Maintenance Object Tree
        • Defining Lookups
          • Lookup - Main
        • Defining Extendable Lookups
          • Extendable Lookup Advanced Topics
        • Defining Characteristic Types
        • Defining Foreign Key References
        • Audit Trails
          • Captured Information
          • How Auditing Works
          • The Audit Trail File
          • How To Enable Auditing
            • Turn On Auditing For a Table
            • Specify The Fields and Actions To Be Audited
          • Audit Queries
            • Audit Query by User
            • Audit Query by Table / Field / Key
        • Bundling
          • About Bundling
            • Sequencing of Objects in a Bundle
            • Recursive Key References
            • Owner Flags on Bundled Entities
          • Configuring Maintenance Objects for Bundling
          • Working with Bundles
            • Creating Export Bundles
            • Creating and Applying Import Bundles
            • Editing Export Bundles
            • Editing Import Bundles
        • Revision Control
          • About Revision Control
            • Turning On Revision Control
            • Configuring Maintenance Objects for Revision Control
          • Working with the Revision Control Zones
            • Checking Out an Object
            • Checking In an Object
            • Reverting Changes
            • Forcing a Check In or Restore
            • Deleting an Object
            • Restoring an Object
          • Working with the Revision Control Portal
            • Revision Control Search
        • Information Lifecycle Management
          • The Approach to Implementing Information Lifecycle Management
            • Batch Processes
            • Eligibility Algorithm
          • Enabling ILM for Supported Maintenance Objects
          • Ongoing ILM Tasks
          • Archived Foreign Keys
      • Configuration Tools
        • Business Objects
          • The Big Picture of Business Objects
            • What Is A Business Object?
              • A Business Object Has a Schema
              • A Business Object May Define Business Rules
              • A Business Object Defines its User Interface
              • Invoking A Business Object
              • Determine the Identifying BO
              • Base Business Objects
            • Business Object Inheritance
            • Each Business Object Can Have A Different Lifecycle
              • Valid States versus State Transition Rules
              • One Initial State and Multiple Final States
              • State-Specific Business Rules
                • Logic To Take Place When Entering A State
                • Logic To Take Place When Exiting A State
                • Monitor Rules
              • Inheriting Lifecycle
              • Auto-Transition
              • Keeping An Entity In Its Last Successful State
              • Monitoring Batch Processes
              • Transitory States
              • State Transitions Are Audited
              • Required Elements Before Entering A State
              • Capturing a Reason for Entering a State
              • Opening UI Maps Before Entering A State
            • BO Algorithm Execution Summary
            • Granting Access To Business Objects
          • Defining Business Objects
            • Business Object - Main
            • Business Object - Schema
            • Business Object - Algorithms
            • Business Object - Lifecycle
            • Business Object - Summary
          • Advanced BO Tips and Techniques
            • Creating a Physical Business Object
            • Managing To Do Entries
            • Submitting a Batch Job
          • Defining Status Reasons
        • Data Areas
          • Defining Data Areas
            • Data Area - Main
            • Data Area - Schema
        • Business Services
          • Service Program
          • Defining Business Services
            • Business Service - Main
            • Business Service - Schema
            • Useful Services and Business Services
        • User Interface (UI) Maps
          • Defining UI Maps
            • UI Map - Main
            • UI Map - Schema
            • UI Map Attributes and Functions
            • UI Map Standards
          • Ensuring Unique Element IDs for UI Maps
        • Process Flows
          • Understanding Process Flows
          • Designing Process Flows
          • Defining Process Flow Types
        • Action Method
          • Defining Action Methods
        • Algorithms
          • The Big Picture Of Algorithms
            • How To Add A New Algorithm
            • Minimizing The Impact Of Future Upgrades
          • Defining Algorithm Types
          • Defining Algorithms
          • Advanced Algorithm Tips
        • Script Options
          • The Big Picture Of Scripts
            • Scripts Are Business Process-Oriented
            • A Script Is Composed Of Steps
            • A Script May Declare Data Areas
            • Securing Script Execution
          • The Big Picture Of BPA Scripts
            • How To Invoke Scripts
            • Developing and Debugging Your BPA Scripts
            • Launching A Script From A Menu
            • Launching A Script When Starting The System
            • Executing A Script When A To Do Entry Is Selected
            • The Big Picture Of Script Eligibility Rules
              • Script Eligibility Rules Are Not Strictly Enforced
              • You Can Mark A Script As Always Eligible
              • You Can Mark A Script As Never Eligible
              • Criteria Groups versus Eligibility Criteria
              • Defining Logical Criteria
              • Examples Of Script Eligibility Rules
                • A Script With A Time Span Comparison
                • A Script With Service Type Comparison
          • The Big Picture Of Server-Based Scripts
            • Additional Coding Options For Server Scripts
              • Using Groovy Within Scripts
            • Plug-In Scripts
              • A Plug-In Script's API
              • Setting Up Plug-In Scripts
            • Service Scripts
              • A Service Script's API
              • Invoking Service Scripts
            • Groovy Library Scripts
              • A Groovy Library Script's API
              • Invoking Groovy Library Methods
            • Debugging Server-Based Scripts
          • Maintaining Scripts
            • Script - Main
            • Script - Step
              • How To Set Up Each Step Type
                • Conditional Branch Steps
                • Display Text Steps
                • Edit Data Steps
                • Go To Steps
                • Height Steps
                • Input Data Steps
                • Invoke Business Object Steps
                • Invoke Business Service Steps
                • Invoke Function Steps
                • Invoke Map Steps
                • Invoke Service Script Steps
                • Groovy Imports Steps
                • Groovy Library Interface Steps
                • Groovy Member Steps
                • Label Steps
                • Mathematical Operation Steps
                • Move Data Steps
                • Navigate To A Page Steps
                • Perform Script Steps
                • Press A Button Steps
                • Prompt User Steps
                • Set Focus To A Field Steps
                • Terminate Steps
                • Transfer Control Steps
              • Additional Topics
                • How To Find The Name Of User Interface Fields
                • How To Find The Name Of Page Data Model Fields
                • How To Find The Name Of A Button
                • How To Substitute Variables In Text
                • How To Use HTML Tags And Spans In Text Strings and Prompts
                • How To Use Constants In Scripts
                • How To Use Global Variables
                • How To Name Temporary Storage Fields
                • How To Work With Dates
                  • Move Data
                  • Mathematical Operation
                  • Input Data
                • How To Use To Do Fields
                • How To Reference Fields In Data Areas
                • Script Engine Version 2 and Above Notes
            • Script - Data Area
            • Script - Schema
            • Script - Eligibility
          • Merging Scripts
            • Script Merge
          • Maintaining Functions
            • Function - Main
            • Function - Send Fields
            • Function - Receive Fields
        • Maintaining Managed Content
        • Defining Entity Tags
        • Advanced Schema Topics
          • Schema Nodes and Attributes
          • UI Hint Syntax
          • Schema Designer
          • Schema Viewer
        • Business Event Log
        • Miscellaneous Topics
          • Module Configuration
            • Menu Item Suppression
            • Menu Suppression
            • Turn Off A Function Module
          • Global Context Overview
          • System Data Naming Convention
            • Base Product System Data
            • Implementation System Data
          • Accessibility Considerations
          • Referencing URIs
            • Validation Against an Allowlist
            • URI Substitution
            • External File Storage
          • Caching Overview
          • Expression Parser
          • Debug Mode
          • Prepare Issue Details
          • System Override Date
          • Additional Search Options
        • Extensions Dashboard
      • To Do Lists
        • The Big Picture of To Do Lists
          • To Do Entries Reference A To Do Type
          • To Do Entries Reference A Role
          • The Lifecycle Of A To Do Entry
          • How Are To Do Entries Created?
            • Suppress the Creation of the To Do Entry
            • To Do Entries Created By Background Processes
              • Dedicated To Do Background Processes
              • To Dos Created for Object-Specific Error Conditions
              • To Dos Created by Background Processes for Specific Conditions
            • To Do Entries Created By Algorithms
            • To Do Entries Created Manually
          • Refining a To Do Entry's Details at Creation Time
          • The Priority Of A To Do Entry
          • Working On A To Do Entry
          • Monitoring A To Do Entry
          • To Do Entries Have Logs
          • Implementing Additional To Do Entry Business Rules
          • To Do Entries May Be Routed Out Of The System
          • To Do Information May Be Formatted By An Algorithm
          • Periodically Purging To Do Entries
        • Setting Up To Do Options
          • Installation Options
          • Messages
          • Feature Configuration
          • Defining To Do Roles
            • To Do Role - Main
            • To Do Role - To Do Types
          • Defining To Do Types
            • To Do Type - Main
            • To Do Type - Roles
            • To Do Type - Sort Keys
            • To Do Type - Drill Keys
            • To Do Type - Message Overrides
            • To Do Type - To Do Characteristics
            • To Do Type - Algorithms
          • Implementing The To Do Entries
      • Background Processes
        • Understanding Background Processes
          • Background Processing Overview
          • Parallel Background Processes
            • Optimal Thread Count
          • Parameters Supplied To Background Processes
            • Indicating a File Path or File Name
            • Manifest File
            • Sharing Customer Exported Data
          • Processing Errors
          • Error Post-Processing Logic
          • Post-Processing Logic
          • Timed Batch Processes
          • Monitor Background Processes
          • Plug-in Driven Background Processes
            • Processing System Records
              • Extract Record Processing
            • Uploading Records
          • How to Re-extract Information
          • How to Submit Batch Jobs
          • How to Track Batch Jobs
          • How to Restart Failed Jobs and Processes
          • Assessing Level of Service
        • Defining Batch Controls
          • Batch Control - Algorithms
        • Defining File Integration Types
        • On-Line Batch Submission
          • Batch Submission Creates a Batch Run
          • Jobs Submitted in the Background
          • Email Notification
          • Running Multi-Threaded Processes
          • Batch Jobs May End in Error
          • Submitting Jobs in the Future
          • Lifecycle of a Batch Job Submission
          • Granting Access To Batch Submission
          • Batch Job Submission - Main
        • Tracking Batch Processes
          • Batch Run Tree
            • Batch Run Tree - Main
            • Batch Run Tree - Run Control
          • Batch Day Tracking
            • Batch Day Dashboard
            • Batch Run Threads
        • The Big Picture of Requests
          • Request Type Defines Parameters
          • Previewing and Submitting a Request
          • To Do Summary Email
          • Defining a New Request
          • Setting Up Request Types
          • Maintaining Requests
      • Attachments
        • Attachment Overview
        • Configuring Your System for Attachments
        • Maintaining Attachments
          • Adding Attachments
      • Monitoring and Analytics
        • Reporting Tool Integration
          • The Big Picture Of Reports
            • Integration with BI Publisher
              • Requesting Reports from The System
              • Overview of the Data - BI Publisher
            • How To Request Reports
            • Viewing Reports
          • Configuring The System To Enable Reports
            • Configuring BI Publisher Reports
              • Configure the System to Invoke BI Publisher Real-time
              • Batch Scheduling in BI Publisher
            • Defining Reporting Options
            • Defining Report Definitions
              • Report Definition - Main
              • Report Definition - Labels
              • Report Definition - Parameters
          • Sample Reports Supplied with the Product
            • How to Use a Sample Report Provided with the System
              • Steps Performed at Installation Time
          • How To Define A New Report
            • Use a Sample Report as a Starting Point
            • Publishing Reports in BI Publisher
              • BI Publisher Database Access
              • Verify BI Publisher User Access Rights
            • Designing Your Report Definition
              • Designing Main Report Definition Values
              • Designing Characteristic Types
              • Designing Parameters
              • Designing Validation Algorithms
              • Designing Application Services
              • Designing Labels
        • Service Health Check
          • Health Check Configuration
          • Viewing Health Check Results
          • Introducing Health Check Conditions
        • Measuring Performance
          • Understanding Performance Targets
            • Performance Target Objects Overview
            • Calculating and Displaying Performance Targets
            • Performance Target Metrics and Metric Types
            • Performance Target Categories and Types
            • Performance Targets Define Specific Metrics
            • Objects Linked to a Performance Target
            • Creating Performance Target Zones
          • Setting Up Performance Target Configuration
            • Performance Target Category Lookup
            • Defining Performance Target Types
          • Maintaining Performance Targets
        • Capturing Statistics
          • Understanding Statistics
          • Configuring Your System for Statistics
            • Defining and Monitoring Statistics
        • Creating Cube Views
          • Understanding Cube Viewer
            • Cube Viewer Components
              • The Toolbar
                • Cube View Details
              • The Settings Area
                • Defining Conditional Formatting
              • The Filters Area
              • The Views Area
            • Cube Configuration Components
          • Configuring Cube Types
            • Maintaining Cube Types
            • Cube Type Advanced Topics
              • Designing Your Cube Type SQL
              • Defining Your Cube Type Business Service
        • Product Use Metrics
      • External Messages
        • Incoming Messages
          • Inbound Web Services
            • Understanding Inbound Web Services
              • Inbound REST Web Services
              • Inbound SOAP Web Services
                • Deploying XAI Inbound Service via IWS
            • Configuring Inbound Web Service Options
              • Configuring SOAP Inbound Web Service Options
                • Technical Configuration
                • Maintaining Web Service Annotation Types
                • Maintaining Web Service Annotations
                • Maintaining XAI Inbound Services
              • Configuring REST Inbound Web Service Options
                • Owner Configuration Lookup
                • Resource Category Lookup
              • Maintaining Inbound Web Services
              • Maintaining Inbound Web Service Operations
                • Web Service Schema Nodes and Attributes
            • Deploying Inbound SOAP Web Services
          • Guaranteed Delivery
        • Outgoing Messages
          • Outbound Messages
            • Polling Outbound Messages Using OSB
            • Batch Message Processing
            • Real Time Messages
            • Designing the System for Outbound Messages
              • Define the Outbound Message Business Object and Type
              • Real-Time Message Configuration
              • Define the External System and Configure the Messages
              • Outbound Message Schema Validation
            • Configuring the System for Outbound Messages
              • JNDI Server
              • JMS Connection
              • JMS Queue
              • JMS Topic
              • Message Sender
                • Message Sender - Main
                • Message Sender - Context
              • Defining Outbound Message Types
              • External Systems
                • External System - Main
                • External System - Template Use
              • Message Option
            • Managing Outbound Messages
              • Outbound Message - Main
              • Outbound Message - Message
              • Outbound Message - Response
          • Web Service Adapters
            • Understanding Web Service Adapters
            • Setting Up Web Service Adapters
          • Sending Email
        • Web Service Category
          • Defining Web Service Categories
        • JMS Message Browser
        • Oracle Integration Cloud Catalog
          • Web Service Catalog Configuration
            • Web Service Catalog Master Configuration
            • Maintaining the Web Service Catalog
        • XAI Documentation Note
      • Integrations
        • Creating Application Links in External Applications
        • LDAP Integration
          • LDAP Integration Overview
          • Configuring LDAP Integration
            • LDAP Mapping
        • Oracle Identity Manager Integration
        • User Redirection
        • Batch Scheduler Integration
        • Data Synchronization
          • Understanding Data Synchronization
            • Accumulative Data Synchronization
            • Generic Data Synchronization
          • Maintaining Sync Requests
        • Operational Analytics
          • Understanding Operational Analytics
          • Calendar and Time Dimensions
          • Maintaining Bucket Configurations
          • Defining Analytics Options
          • Defining Analytics Tables
            • Defining Analytics Dimensions
            • Defining Analytics Facts
          • Defining Characteristic Mapping
        • Analytics Integration
          • Understanding Analytics Integration
        • Business Flags
          • Understanding Business Flags
            • Standard Name
            • Business Flag Type Defines Behavior for a Standard Name
            • Business Flag Type Algorithms
            • Objects Linked to a Business Flag
            • Impacted Business Process
            • Dates
            • Creating Business Flags
            • Confidence
          • Setting Up Business Flag Configuration
            • Standard Name Category Characteristic Type
            • Standard Name Lookup
            • Business Process Lookup
            • Integration Configuration
            • Defining Business Flag Types
          • Maintaining Business Flags
      • Market Transaction Management
        • Understanding Market Transaction Management
        • Configuring Market Transaction Management
          • Defining Market Configurations
          • Defining Market Message Types
          • Defining Market Process Types
        • Maintaining Market Transactions
          • Maintaining Market Processes
          • Maintaining Market Process Events
          • Maintaining Market Messages
      • Content Migration Assistant (CMA)
        • Understanding CMA
          • Types of Migrations
          • Migrating Configuration Data
          • Migrating Business Data
          • Data with System Generated Primary Keys
          • Importing Data that References a User
          • Additional Considerations
          • File Format Version
        • CMA Configuration
          • Master Configuration - Migration Assistant
          • Migration Plans
            • Defining a Migration Plan
            • Understanding the BO Filtering Process
            • Migration Plans for Objects with XML-Embedded Links
          • Defining a Migration Request
          • Identifying Tables to Exclude From Migrations
          • Configuring Custom Objects for Migration
        • The CMA Execution Process
          • Exporting a Migration
            • Migration Data Set Export
            • Export Lifecycle
          • Importing and Applying a Migration
            • Import Step
            • Compare Step
            • Approval Step
            • Apply Step
            • Adjusting Data Prior to Comparing
            • Import Process Summary
            • Cancelling a Data Set
            • Additional Note Regarding Imports
            • Caching Considerations
            • Maintaining Import Data
              • Migration Data Set Import
              • Migration Transaction Portal
              • Migration Object Portal
        • Running Batch Jobs
        • CMA Reference
          • Framework-Provided Migration Configuration
      • Facts
        • Fact Is A Generic Entity
        • Fact's Business Object Controls Everything
        • Fact Supports A Log
      • Conversion
        • Understanding The Conversion Process
          • Conversion Entities
          • Conversion Steps
            • Load Legacy Data Into Staging Tables
            • Validate Information In The Staging Tables
            • Allocate Production Keys
            • XML Resolution
            • Insert Production Data
            • Validate Production
          • A Note About Keys
          • Multiple Owners In A Single Database
        • Conversion Entity Dashboard
      • Data Export
        • Understanding Data Export
          • Generalized Data Export
          • Specialized Data Export
        • Defining Data Export Control
        • Generalized Export Dashboard
    • Work and Asset Management Administrative User Guide
      • General Options
        • Defining Installation Options
          • Formatted Address
          • Address Geocoding
        • Access Control
        • Three Decimals Places for Currency
        • Defining Colors
      • Documents
        • Understanding Documents
        • Configuring Document Options
          • Defining Document Types
          • Defining Documents
          • Defining Standard Notes
      • Organizations
        • Understanding Organizations
        • Understanding Contact Types
        • Configuring Organization Options
          • Defining Organization Types
          • Defining Organizations
        • Configuring Contact Options
          • Defining Contact Types
      • Compliance
        • Understanding Compliance
          • Preventive
          • Corrective
        • Configuring Compliance Options
          • Defining Compliance Categories
          • Defining Compliance Types
      • Service History
        • Understanding Service History Types
          • Failure Profiles
          • Questionnaires
          • Follow Up Work
        • Understanding Questionnaires
        • Configuring Service History Options
          • Defining Questions
          • Defining Failure Causes
          • Defining Failure Modes
          • Defining Failure Components
          • Defining Failure Repairs
          • Defining Failure Profiles
          • Defining Service History Types
      • Assets
        • Understanding Asset Location Types
          • Location Hierarchy
        • Understanding Asset Types
          • Valid Service History Types
          • Valid Attributes
          • Valid Measurement Types
          • Condition Assessment Class
        • Understanding Functional Process Types
        • Defining Functional Process Types
        • Understanding Configuration Types
        • Configuring Asset Options
          • Defining Measurement Identifiers
          • Defining Measurement Types
          • Defining Asset Location Types
          • Defining Out of Service Location Types
          • Defining Out of Service Locations
          • Defining Condition Assessment Groups
          • Defining Condition Assessment Class
          • Defining Condition Assessments
          • Defining Asset Types
        • Configuring Activity Generation Configurations
          • Defining Configuration Types
          • Defining Configurations
          • Defining Configuration Reports
      • Operational Device Management
        • Understanding Operational Device Management
          • Asset and Component Configuration Types
        • Configuring Operational Device Management Options
          • Defining Asset Configuration Types
      • Inventory
        • Understanding Inventory
          • Storerooms
          • Vehicles as Storerooms
          • Shipment Deficiency
        • Configuring Inventory Options
          • Defining Storeroom Types
          • Defining Storerooms
          • Defining Shipment Deficiency Types
      • Purchasing
        • Understanding Purchasing
          • Buyers
          • Commodities
          • Vendors
          • Capability Types
          • Freight on Board (FOB)
          • Payment Terms
        • Understanding Invoices
        • Configuring Purchasing Options
          • Defining Blanket Contract Access Lists
          • Defining Buyers
          • Defining Commodity Codes
          • Defining Purchase Commodities
          • Defining Capability Type
          • Defining Free on Board
          • Defining Payment Terms
          • Defining Exchange Rates
      • Work Options
        • Understanding Activity Types
          • Default Labor Requirements
          • Checklist Types
          • Planned Service History Types
          • Categories
          • Service Class
          • Completion Event Types
        • Understanding Resource Requirements
          • Internal Versus Purchased
          • Crafts
          • Equipment
          • Miscellaneous Resources
          • Materials
        • Understanding Resource Charges
          • Labor Earning Types
          • Time Periods
          • Timekeepers
        • Understanding Projects
        • Understanding Construction Work
          • Compatible Units
        • Understanding Permit Templates
        • Understanding Completion Events
          • Processing an Activity Completion Message
          • Completion Event Workflow
        • Understanding Service Call
          • Service Codes
          • Service Categories
        • Configuring Resource Related Options
          • Defining Unit of Measure Resources
          • Defining Crafts
          • Defining Equipment
          • Defining Miscellaneous Resource
        • Configuring Resource Charges Options
          • Defining Labor Earning Types
          • Defining Overtime Types
          • Defining Timekeepers
        • Configuring Work Options
          • Total Risk Lookups
          • Defining Project Categories
          • Defining Checklist Types
          • Defining Permit Classes
          • Defining Permit Templates
          • Defining Service Classes
          • Defining Completion Event Types
          • Defining Completion Events
          • Defining Service Codes
          • Defining Service Categories
          • Defining Activity Types
        • Configuring Construction Work Options
          • Defining Property Units
          • Defining Compatible Unit Categories
          • Defining Compatible Units
          • Defining Compatible Unit Sets
          • Defining Compatible Unit Usages
          • Defining Compatible Unit Contractor Bids
          • Defining Equipment Groups
          • Defining Overheads
      • Preventive Maintenance
        • Understanding Preventive Maintenance
          • Preventive Maintenance Calendars
        • Configuring Preventive Maintenance Options
          • Defining Maintenance Managers
          • Defining Preventive Maintenance Calendar
      • Scheduling
        • Understanding Scheduling
          • Employees
          • Crews
          • Planners
          • Service Area Criteria
          • Service Class Criteria
        • Understanding Shift Plan Templates
          • A Shift Plan Template is Made of Shift Templates
          • Crew Specific Plan Template
          • Common Plan Templates
          • One Effective Plan Template for a Crew
          • Shift Generation
          • Overridden Shift Details
          • Draft and Original Templates
        • Configuring Scheduling Options
          • Defining Employee Types
          • Defining Employees
          • Defining Employee Unavailability Types
          • Defining Crew Shift Types
          • Defining Crew Types
          • Defining Crews
          • Defining Planners
          • Defining Service Areas
          • Defining Shift Plan Templates
          • Defining Shift Templates
      • Approvals
        • Understanding Approval Processing
          • Approval Hierarchy
          • No Approval Needed
          • Example
        • Defining Approval Profiles
        • Understanding Change Request Types
          • Entity Specific Versus General Change Requests
          • Initiating Change Requests
          • Enabling Change Request For Another Entity
        • Defining Change Request Types
      • Financials
        • Understanding Financials
          • Cost Category
          • Cost Centers
          • Business Unit
          • Rate Calculation
          • ERP Integration
        • Understanding Cost Adjustment Types
        • Configuring Financial Options
          • Defining Accounting Calendars
          • Defining Business Units
          • Defining Cost Adjustment Types
          • Defining Cost Categories
          • Defining Cost Centers
          • Defining Distribution Codes
          • Defining Expense Codes
          • Defining Factors
          • Defining Tax Rate Schedules
      • Integrations
        • Understanding Integrations
        • Understanding Web Services
          • Work Order API
          • Defining External Systems
        • Understanding GIS Integration
          • GIS Owns Non-Tracked Assets
          • Which System Owns Asset Related Details?
          • A Feature’s Global Identifier Is Key To Synchronization
          • Asset Synchronization from GIS is Version Based
          • Asset Synchronization Mode
          • Asset Removal
          • Asset Abandonment
          • Reference The Original Asset
          • GIS Map Viewer
        • ESRI ArcGIS Server
          • Supported ESRI ArcGIS Server Versions
          • Installing and Configuring ESRI ArcGIS Desktop
          • Installing and Configuring ESRI ArcGIS Server
          • Configuring the Enterprise Geodatabase
          • Importing Data to Geodatabase
          • Publishing Data as Services in the ArcGIS Server
          • Creating Web Maps Using ArcGIS Online
          • Installing the ArcGIS Web Adapter
          • Installing and Configuring the ArcGIS Portal
          • Creating Web Maps Using ArcGIS Portal
          • Configuring Inbound Sync (GIS)
            • Deploying the Jar File
            • Configuring Property Files
            • Executing the Tools
            • Publishing the Results as Geoprocessing Service
          • Changes to ENVIRON.INI
        • Configuring GIS Integration
          • Asset Details Mapping
          • Map Viewer Setup
          • Configuring Message Senders
          • Configuring Outbound Messages in External System
          • Master Configuration Setup
          • Asset Synchronization Batch Processes
        • Understanding Data Synchronization
        • Configuring Inbound Communication Options
          • Defining Communication Types
          • Maintaining Inbound Communications
        • Enterprise Resource Planning Integration
        • Creating Application Links in External Applications
      • Configuration Options
        • Content Migration Assistant (CMA)
          • Data that Cannot be Migrated Using CMA
        • Global Configuration Setup
        • Analytics Configuration
        • Contextual Insights Configuration
        • Home Page Configuration
        • Understanding Home Page Configuration
          • Defining Statistics
        • Understanding Online / Batch Loaders
          • Creating CSV Files
          • Initiating Requests
      • Table Setup Sequence
        • OUAF Admin Setup
        • General Data Setup
        • Approval Setup
        • Asset Management Setup
        • Construction Work Management Setup
        • Financial Setup
        • Inventory Setup
        • Purchasing Setup
        • Work Management Setup
        • Batch Controls

Oracle Utilities Work and Asset Cloud Service User Guides

Batch Controls