Sections of the Topic Management page

The Topic Management page is your starting point for working with all Oracle Empirica Topics features.

The Topic Management page contains the following sections:

Figure 3-1 Sections of the Topic Management page

Title bar

The Title Bar contains the page title, Topic Workflow Configuration drop-down list to switch topic workflow configurations, and the View items for selectors.

Topic Workflow Configuration selector: This drop-down list appears to the right of the page title and includes the topic workflow configurations you have access to. This list is also available on the User Preferences page. If you have access to only one configuration, you will see the configuration name and ID, but no drop-down list.

Note:

You can change your topic workflow configuration selection on the Topic Management and the User Preferences pages. A change from one of these pages updates the selection on the other page.

View items for selectors: These selectors control the set of topics you can work with on the Topics, Actions, and Calendar tabs. For a topic and its actions to be available to you on the Topic Management page, they must be visible to a work team that you are a member of or the topic must have been created by you and not visible to any work team. The selectors are:

• Me: Topics or actions visible to you and assigned to you.
• Work team: Topics and actions visible to you and assigned to the selected work team. If you have access to more than one work team, select from the Work Team drop-down list.
• All: All topics and actions visible to you. The Calendar tab is not available if you select All.

Topics and Actions Tabs

The Topics and Actions tabs contain graphs of topic or action counts by a fillterable field, table filters, and the Topics or Actions table. Use the Topics tab to add and maintain topics. Use the Actions tab to add and maintain actions. Then use the Calendar tab to manage your assignments by completion date and look at what your team is doing and what actions are overdue and upcoming for you or your team.

The Topics and Actions tabs contain three sections:

• Graph: The Graph section graphically displays summary information of topics. Your selection from the Topics By or Actions By drop-down lists determines the type of graph displayed. If you select anything other than Current State or Action State, a bar chart is displayed. Select Current State or Action State to display a donut graph, as shown in Figure 3-1.

  Select a different field from the Topics By or Actions By drop-down list to view a different graph. Select the menu on any graph bar or donut section to modify the filters on the Filter bar and to apply the filter to the Topics or Actions table below.

• Filter bar: Above the Topics and Actions tables is the Filter bar. You can add filters and select one or more filter values for each filter to find topics or actions to work with.

  Note:

  If you made a View items for selection or defined filters on the Filter bar on the Topics and Actions tables, those selections are applied.
• Topics table/Actions table: The tables contain the set of topics or actions to work with. They are filtered by the View items for selector and filters in the Filter bar. The top line of the tables includes a count of the topics or actions. Also included are controls for specifying the number of rows per page, the current page, and arrows to page through the table. If you click the plus sign (+) at the far right of the Topics table, you can add a topic. To the left of the top row of both tables is a Header Action menu () of functions you can apply to the table as a whole. To the left of each topic or action row is a Row Action menu () of functions you can apply to a specific topic or action.

Note:

Changes made to any sections of the Topics or Actions tabs updates both of these tabs. For example, if you view a topic that you select from the Recent Topics list on the Actions tab, then edit the topic and create a new action, these changes appear on the Actions tab. Deleting a topic also updates all components on the Topics tab.

Calendar tab

The Calendar tab displays a list of actions ordered by planned completion date and a calendar showing upcoming and overdue actions. Only open actions with a Planned Completion Date and without an Actual Completion Date appear on the calendar. The Calendar tab contains a List view and a Calendar view, both showing the actions by Planned Completion Date. The View items for selectors, Me or Work Team, may be applied to the calendar. The calendar is not available if you select All. To view actions without planned completion dates, select the Actions tab and sort by Planned Completion Date ascending. This puts the empty values on top.

Above the list is an Assign to drop-down list for filtering the list by work team or user. At the top of the list are counts of overdue and upcoming actions.

Detail panel

The Detail panel appears on the right. It displays a list of recently viewed or edited topics or detailed information about the selected topic or action. If a topic or action is selected, it displays details for the topic or action. The View Items for selector does not apply to the list of recent topics. When you close the topic or action details, the Recent Topics list displays. You can select any topic in the Recent Topics list to view it.