This chapter covers the following topics:
Follow these steps to display the Imaging Solution from a business application such as Oracle E-Business Suite or Oracle PeopleSoft.
Note:
Ensure the following browser settings are configured:
Pop-up blockers are disabled for the hostnames used in this solution
Cookies are not blocked
Note:
Depending on configuration, you may be prompted to enter a user name and password to log in to the solution.
Depending on the solution command you selected, imaging-related options are displayed. For example:
If you selected a Process Invoices command for a workflow Imaging Solution, the Task List window is displayed. If needed, select a profile in the Profile field. Tasks are associated with a profile, and users assigned a profile can access any of its tasks not currently selected by other users. After you select a profile, a list of tasks is displayed. See How can I view and select tasks?.
If you selected a Scan Employee Document command for a supporting document Imaging Solution, an application called Oracle Distributed Document Capture launches, enabling you to either scan from a desktop scanner or upload electronic images for the business application employee record.
If you selected a View Employee Documents command for a supporting document Imaging Solution, a list of documents associated with the selected employee record displays, enabling you to view selected documents.
Using the BPEL Task List you can view, select, release, sort, and search for tasks. You can also customize the Task List Display by hiding, reordering, or resizing columns.
This section includes the following topics:
Follow these steps to view a list of available tasks and begin performing them.
When you click View Task, the selected task is acquired for your use and is no longer available to other users also assigned the selected profile. It remains acquired until you complete or release the task, even if you close the browser and the session times out. The next time you view the task list, it remains listed as one of your tasks. To release (unacquire) a task, see How can I release a task?.
Follow these steps to use auto task mode, in which tasks are automatically displayed for you in the Task Viewer window, instead of you selecting them individually from the Task List window.
When you click View Task, the selected task becomes acquired by you, until you either complete or release it. If you close your browser without completing a task, the task remains listed in your task list when you next view the list.
Follow these steps to release a task and make it available to all users assigned its associated profile. Note that clicking a Return to Tasklist action command also releases the selected task.
You can adjust the task list in the following ways:
Follow these steps to hide or display columns in the Task List window.
For ease of use, you can change the order in which columns are displayed and their width. Follow these steps to reorder and resize columns.
Follow these steps to display an expanded view of the task list in a detached, movable window.
If the Task List contains many tasks, sorting them can be useful. For example, you might sort them by status or by a key identifier such as supplier. Note the following guidelines regarding sorting tasks:
You can sort by one column only.
The sorting order you choose remains after closing a task and returning to the Task List.
Sorting does not apply in autotask mode. See How are tasks automatically selected?.
Follow these steps to sort tasks in the Task List window.
If viewing many tasks in the Task List, you may want to search for a specific task by a key identifier. For example, you might search for an invoice task by its invoice number. Note the following guidelines regarding searching for tasks:
You can search by Task Number, Title, Task ID, and text attribute fields. You cannot search in auto task mode.
For some columns, you must enter the full value. For example, if searching by task number, you must enter the exact number. You can specify partial entries for other columns, such as Title or text attribute fields such as an Invoice Number column.
Task searching is case insensitive.
Follow these steps to search for tasks in the Task List window.
Using BPEL Imaging you can view document images, customize the Task Viewer display, select users, groups, or items, and enter comments in the Task Viewer window.
This section includes the following topics:
Follow these steps to view a document associated with a selected task in the Imaging viewer.
In addition to the Imaging image viewer, the Task Viewer window typically displays Task Actions, Summary, and Comments side panels that relate to the selected task.
The Imaging Viewer panel shows the document's image, along with related options. See How do I view document images in the Imaging Viewer?.
The Task Actions panel lists action commands related to the task, such as routing, updating, or completing actions.
The Summary panel lists key metadata values assigned to the document, for quick reference. For example, in an Invoice Processing scenario, invoice number and supplier name might be listed.
The Comments panel lists comments entered for the task by users. See How do I view and enter comments in the Task Viewer widow?.
A dynamic data table may also be displayed. For example, a table showing General Ledger lines might display for an invoice processing solution.
You can customize the task viewer as follows:
To hide a panel, click its minus (-) sign box. The panel collapses and the sign changes to a plus (+). To show a panel, click its plus (+) sign.
You can use the basic or advanced viewer mode. You must use the advanced viewer mode to add annotations, as your permissions allow.
Tip:
Click the Preferences link at the top of the window to set the basic or advanced viewer mode to display by default.
When performing tasks, you might identify a user or group of users. For example, in an invoice processing solution, you might search for users to request an invoice's approval. Follow these steps to search for a user or group of users and select them. Depending on configuration, you search for either users or groups.
When performing tasks, you might select an item from a list of choices. For example, in an invoice processing solution, you might select a processing group from several choices. Follow these steps to select an item.