Oracle Basic Navigation Student Guide

Oracle Basic Navigation
User Guide
Table of Contents
How to Log On ........................................................................................................1 Home Page .............................................................................................................2 Worklist ...................................................................................................................3 Applications.............................................................................................................8 Favorites .................................................................................................................9 How to Respond to Notifications .............................................................................14 How to Change General Preferences......................................................................22 Core Application Basic Navigation How to Use the Navigator..............................24 How to Open a Function..........................................................................................27 Forms Terminology ..............................................................................................29 The Menu bar..........................................................................................................31 The Toolbar.............................................................................................................35 How to Create a New Record..................................................................................37 How to Delete a Record ..........................................................................................38 How to Use the List of Values .................................................................................39 How to Use the Calendar Date LOV........................................................................43 How to Use the Calendar Time LOV .......................................................................45 How to Use the Editor .............................................................................................47 How to Clear Data from a Form ..............................................................................49 How to Cut, Copy and Paste Data from a Previous Record ....................................50 How to Save Your Work ..........................................................................................51 How to Search for Data ...........................................................................................52 How to Attach an External File ................................................................................53 How to Attach a Long/Short text..............................................................................58 How to Attach a Web Page .....................................................................................60 How to Submit Requests.........................................................................................62 How to View a Request Status................................................................................67 How to Copy Requests............................................................................................71 Phases of the Request ............................................................................................73 Colors and Search Shortcuts ..................................................................................75
Oracle Basic Navigation Table of Contents i
How to Log On 1. Enter the following URL into Internet Explorer: http://oracle.moody.edu 2. The login screen will appear. Enter your user name and password in the appropriate fields.
Note: This is different from the user name and password you use to log on to your computer. If you are not sure of your Oracle Applications user name and password, call 4001 for assistance. 3. Click Connect to log on to Oracle Applications.
Navigating Oracle Page 1
Home Page 1. The Home Page will appear. The home page is separated into three sections: Worklist notifications will be listed here. Menu responsibilities and corresponding functions will be listed here. Favorites shortcut to favorites are selected and added here.
We will discuss each section separately on the following pages.
Worklist The worklist is where you will retrieve any Oracle related notifications that have been sent to you. All open notifications received will appear on the Homepage under the Worklist section. The worklist will provide the following information about the notification: Type Displays the type of notification this line represents. From Displays who the notification was sent from. Subject Displays the subject of the notification. Subject line will include what kind of report followed by the action required for the notification (or response if you have responded to the notification), or status of the report sent by the Oracle system. For example, requires approval, accepted, rejected, etc. Sent Displays the day the notification was sent.
NOTE: If there are no notifications in your worklist, you will receive a message as highlighted below:
To view the Full List of notifications: 1. Click the Full List button.
2. The Select a Responsibility screen will appear. Click the drop down arrow to select any responsibility. NOTE: At this time, this feature only acts as an agent to notify Oracle to display your Notifications list. It will not filter through the list to only display notifications based on the responsibility you select. This may change in the future.
3. Once you have selected any responsibility, click Go to pull up the notifications list.
4. A screen with the full list of open notifications will appear. To return home, click the Home link located at the top right of the window.
Click here to return to the Home Page.
5. The full list has several different views that you can choose from. Click the View dropdown list located on the top left and select the view you would like and click Go. Descriptions for each view type are explained below.
All Notifications: Displays all notifications sent to you. FYI Notifications: Displays only notifications that are for informational purposes only, but requires no response from you. Notifications From Me: Display only notifications sent by you. Open Notifications: Displays only those notifications that still require action from you and/or has an unresolved issue. Will not include notifications that you have already responded to and/or issues that have already been resolved. To Do Notifications: Displays only notifications that require action.
6. To select notification(s), do one of the following: Click the Select All link to select all of the notifications.
Click the Select None link to unselect all of the notifications.
Click one or more checkboxes next to the notifications you would like to open.
7. Click the Open button to open the selected notifications.
NOTE: Refer to the How to Respond to Notifications section to learn more about responding to notifications.
Applications The menu is broken down into two columns: Left: Lists out all of the roles or responsibilities that you have. You will only see your responsibilities. For instance, if you work in Admissions, you will not see any Accounts Payable responsibilities (unless you work with an AP role as well), etc. Right: Lists out the corresponding functions/ forms that pertain to the selected role/responsibility.
1. Click a role/responsibility to pull up the corresponding functions/forms. 2. Click the function/ form that you would like Oracle to open up. NOTE: Some Responsibilities are what Oracle calls Self Service, which means it is all web-based, no application is opened. For example, PCard and Expense Reports, Oracle Web ADI, Financial Reports can all be considered Self Service. Some Responsibilities are what Oracle calls Core Applications, which means Oracle will load up the selected application in a separate window, and is less intuitive than Self Service. You must have Jinitiator installed for Core Applications to launch (Refer to the How to Install Jinitiator document). For Example, Public Sector GL, AR, AP and Public Sector Budgeting can all be considered Core Applications. For navigation instructions for Core Applications, Refer to the Core Application Basic Navigation section.
Favorites The favorites section enables you to add shortcuts to your favorite function, or web address outside of the Oracle system.
To add a favorite: 1. Click the Edit Favorites button. 2. The Customize Favorites Portal will appear.
3. Select a Responsibility to add the corresponding Favorite functionality or form.
4. Select the Functionality or Form that you would like to move to your Favorites list. Click Move.
5. The Functionality/Form will be added to your list.
To add an outside URL: 6. Click the Add URL button.
7. Enter the Name and URL address. Click Apply.
8. The Name and URL will be applied to the Favorites List.
9. Click the Apply button.
How to Respond to Notifications There are many types of Notifications. Below are the most common notifications you may encounter: Notification for approval Notification to correct a rejected report Notification for approval 1. You will most likely get a notification requiring approval if you are the approver of PCard and Cash Expense reports. The notification will look like the following:
The report is separated into four sections: 1. General Information 2. Corporate Credit Card Information/ Historical Information 3. References 4. Response General Information The first section is General Information regarding the report. Refer below for definitions.
Title: The title of the Expense Report will indicate to you whether the report is a PCard Reconciliation Report or Cash Expense Report. A PCard report is indicated by using PC followed by the 5 digit unique identifier and for Cash, will be ER followed by a 5 digit unique identifier. From: Who the report was sent from Sent: Date when the notification was sent Due: Date when the notification is due Notification ID: Unique ID number given to each notification Expense Report For: Person who the expense report is for Cost Center: Cost Center designated Expense Report Totals: Indicates the Total Expenses for this report Notes: Displays any notes from the previous approver/ submitter. Corporate Credit Card Information/ Historical Chart The next section is the Corporate Credit Card information. In this section, you will see all of the transaction lines that have been reconciled. Each line will have the receipt date, the expense type, amount, justification and cost center.
Below that is a historical chart of all the individuals this report has been in the hands of. Person 0 will always be the initial submitter.
References Followed is the Reference section.
1. Click the Expense Report Details link to bring up a detailed version of the PCard or Cash Expense Report. The Expense Report Details will be an exact copy of the report submitted. 2. Click the Details icon next to the line that you would like to view additional details for.
3. When you have finished reviewing the details for the transaction line, click the Return button to return to the Expense Report Details page.
4. Click the Return to Notification button to return to the original notification.
Response Under the Response section, type any notes you would like to include. This is where you will indicate your reasoning for rejection or any comments that you would like to make regarding the report.
Click a Response. There are 4 responses you can choose from: 1. Accept 2. Reject 3. Reassign 4. Request Information Approve 1. Click the approve button if the report requires no more action and you are ready to send the report off to the next person in the approval process. 2. Once you click submit and return to your Notification page, you will notice that the status of the request has changed to Closed. Reject 1. Click the Reject button if you reject approval for this P-Card reconciliation report. The report will be sent back to the Submitter under the Update Expense Reports section of the Active Expense Reports page. The user will then need to make corrections and resubmit. Reassign 1. Click the Reassign button if you are not the right person to approve the report and need to reassign it to someone else, or if the report needs additional approval. 2. Click the flashlight to search for the person to reassign the expense report to.
3. Select one of the following options: Delegate authority for responding to this notification Transfer ownership of this notification 4. Include any comments you would like to provide to the next approver in the Comments box. 5. Click the Submit button or Cancel.
Request Information 1. Click the Request Information button if you need more information from either the Submitter or previous approver, or any other user (if applicable)
2. Select whether you would like to select a Workflow Participant or Any User, followed by selecting the persons name. 3. Enter the information you are requesting in the text box provided. 4. Click Submit to send the request or Cancel. When you have responded, you will be returned to the Notifications List. Click Home to return to the home page or Logout to log out of Oracle.
Notification to Correct a Rejected Report You will receive one of these notifications if your approver wants you to change something to your Expense reports before the report can be approved. This type of notification will look like the following:
1. The notification informs you of what needs to be changed in the Rejection Reason field.
2. To make the actual correction to the report, you must return to the Home Page and click on either MBI Expense Report or PCard Reconciliation to get to the Active Expense Reports Page.
3. The Active Expense Reports page will appear. Click the Report Number that you need to make the change to.
4. Make the appropriate changes and re-submit the report to your approver.
How to Change General Preferences General Preferences will enable you to personalize your window the way you want it to look and feel. This is also where you will be able to change your passwords as well. In a later section, we will discuss how to change preferences for a specific form/functionality. To change your preferences: 1. Click on the Preferences button located at the top of the Home Page.
2. The Preferences window will appear. Following are the Definitions of each field.
General Known As: Indicate your name preference here. Language: American English should be selected. Territory: United States should be selected. Timezone: Indicate your time zone here. Client Character Coding: Western European (windows) should be selected. Accessibility Features: NA Notification Notification Style: Please select DO NOT SEND MAIL for the time being. The email notification feature has not yet been activated. Formatting Date Format: Select the date format that you would like (e.g. DD-MON-YYYY or MON.DD.YYYY,etc.) Number Format: Select the number format that you would prefer (e.g. 10,000.00 or 10.000,00) Password Settings Old Password: Type your old password here. New Password: Type your new password here. Repeat Password: Re-type your new password to confirm the change here. 3. Scroll to the bottom and click Apply to save and apply this information to your account.
4. You will be brought back to the Home Page.
Core Application Basic Navigation How to Use the Navigator Once you have successfully opened a core application, you will be greeted by a Navigator menu that corresponds with the application you have chosen. The Navigator is always present during your session and it also displays the name of your current responsibility in its window title. For example, if you chose the General Ledger responsibility, the menu would correspond with GL, if you select OSS Student System Super User responsibility, the menu would correspond accordingly.
The chosen Responsibility Name will be displayed here.
This is a list of the Function Categories that belong to this Responsibility
Perform one of the following methods to expand the function categories that will display each function name: Double-Click the desired function category. Select the function category and click the single plus sign first sublevel of the selected function category. to view the
Function Category
First Sublevel
Select the function category and click the single plus sign and the arrow to view all of the sublevels for the selected function category.
Function Category
Notice that all of the sublevels have opened and all of the function names are appearing for the selected Function Category.
Select the function category and click the double plus sign function name of every sublevel and function category.
to view every
Function Categories
Notice that all of the sublevels have opened and all of the function names are appearing for the ALL of the Function Categories.
Perform one of the following methods to collapse the function categories that will display each function name: Double-click on the desired expanded function category. Select the function category and click on the single minus sign collapse only the sublevels of the selected function category. to
Function Category
Notice that only the sublevels of the selected function category collapsed.
Click on the double-minus sign function categories.
to collapse ALL sublevels for ALL
Function Categories
Notice that all the sublevels of all of the function categories collapsed.
How to Open a Function 1. Use the methods discussed in the previous section to navigate to the function name that you would like to open.
2. Either double-click the desired function name or single click the function name and click the Open button.
Method 1- Double-click the function name to open.
Method 2- Single click the function name and click Open.
3. The form/window will open.
Forms Terminology In this section you will learn terms that you will most likely come across in the training manuals.
a. Menu Bar: Use pull-down menus from this menu bar to navigate or perform actions within a form. (Refer to the Menu Bar section for more details) b. Toolbar: Use these shortcut icons to perform certain actions within a form. (Refer to the Toolbar section for more details) c. Title bar: Displays the name of the window(s) that are currently open. d. Form or Window: An area where the user interacts with an application (Many windows can be open at one time and you can access these overlapping windows to perform data entry or data search activities.) e. Field: An area in a window that displays data or enables you to enter data. f. Region: A logical grouping of fields set apart from other fields by a box outline. g. Tab: A collection of regions that occupy the same space in a window where only one region can be displayed at a time. h. Button: Performs a predefined action when you click it. (Terms Continued)
a. LOV: List of Values. Click this icon to display a list of values for the current field. b. Block: An area of information relative to a specific business function or entity c. Flexfield: Customized fields are generally accessed by clicking the forms flexfield. d. Check box: A box in which you can toggle between an on/off or yes/no state for a particular value e. Scrolling region: A region, containing a scroll bar, in which to view other fields f. Record or Row: A set of one or more related data items from a table or view that are grouped for processing Other types of terms that maybe used: Dropdown: A dropdown lets you choose a single value from a short predefined list. Radio button: A circular button. Generally you can choose only one option if there are multiple radio buttons together.
The Menu bar Following are the different menus you will encounter in Oracle Applications. File Menu New: Creates a new record in the active form. Open: Opens the detail screen for the current selection. Save: Saves any pending changes in the active form. Save and Proceed: Saves any pending changes in the active form and advances to the next record. Next Step: Updates the Process workflow in the Navigator by advancing to the next step in the process. Export: Exports information in your current form to a browser. Place on Navigator: Creates an icon in the Documents tab of the Navigator, which can be used to recall the active form and its current record. Log on as a Different User: Allows you to log on to Oracle Applications again as a different user. Switch Responsibility: Allows you to change the responsibility in effect for your current log on. Print: Prints your current window. An application may override this action to instead allow printing of one or more specific reports. Close Form: Closes all windows of the current form. Exit Oracle Applications: Quits Oracle Applications.
Edit Menu Undo TypingUn-does any typing done in a field before the field is exited and returns the field to the most recent value. CutCut the current selection to the clipboard. CopyCopy the current selection to the clipboard. PastePaste the contents of the clipboard into the current field. Duplicate Record AboveCopies all values from the prior record to the current record. Duplicate Field AboveCopies the value of the current field from the prior row. Clear RecordErases the current record from the window. Clear FieldClears the data from the current field. Clear BlockErases all records from the current block. Clear FormErases any pending changes from the current form. DeleteDeletes the current record from the database. Select AllSelects all records (for blocks with multi-select). Deselect AllDeselects all selected records except for the current record (for blocks with multi-select). Edit FieldDisplays the Editor window for the current field. Preferences Change PasswordDisplays the Change Password dialog box. Preferences ProfilesDisplays the Profiles window.
View Menu Show NavigatorDisplays the Navigator window. ZoomInvokes custom defined zooms. Find Displays the Find window to retrieve records. Find AllRetrieves all records. Query by Example EnterInvokes 'Enter Query' mode to enter search criteria for a query-by-example. Query by Example RunExecutes the query-by-example. Query by Example CancelCancels the query-by-example by exiting from 'Enter Query' mode. Query by Example Show Last CriteriaRecovers the search criteria used in the previous query-by-example. Query by Example Count Matching RecordsCounts the number of records that would be retrieved if you ran the current query-by-example. Record FirstMoves the cursor to the first record. Record LastMoves the cursor to the last record. Translations Displays the Translations window. Attachments Displays the Attachments window. Summary/Detail Switch between the summary and detail views of a combination block. Requests Displays the Request window. Folder Menu For some forms, you can personalize the presentation of data within a form by using a folder definition. With a folder definition you can modify the width, sequence, and prompts of the fields you want to display. Additional features of a folder definition are: Displaying only those fields you are interested in viewing Displaying a subset of records based on your specific criteria Automatically querying for a subset of records each time you open a specific folder Keeping your folder customizations private or making them public for others to use Making your customizations the default layout for a folder
Tools Menus The Tools menus may contain up to fifteen product-specific entries. Examples of product-specific entries may include a list of commonly used inquiry windows in the application, or a commonly used window that a user may want to display for a quick reference. In some applications, up to two additional menus may appear after the Tools menu. These menus are usually labeled Reports and Actions, but may be different depending on the products that are being used. Like the Tools menu, these menus each allow up to 15 product-specific entries. Window Menu CascadeDisplays any open windows in a "cascaded" or stair-stepped fashion. Tile HorizontallyDisplays any open windows in a horizontally "tiled" (nonoverlapping) fashion. Tile VerticallyDisplays any open windows in a vertically "tiled" fashion. (Title of Open Window) Displays a list of open windows titles in the order in which they are stacked. Help Menu
Window HelpDisplays Help for the current window Oracle Applications LibraryDisplays a window that lists all available Oracle Applications Help text Keyboard Help Displays the current mapping of specific functions and menu options Diagnostics There are multiple Diagnostics menus used for coding and debugging. Record History Displays information about who created and updated the current record. About Oracle Applications Displays information about the current window and application
The Toolbar The toolbar is a collection of icon buttons, where each button performs a specific action when you choose it. Each toolbar button replicates a commonly used menu bar item. Depending on the context of the current field or window, a toolbar button can be enabled or disabled. You can display help or a tool tip for an enabled toolbar button by holding your mouse over the button. Following is the toolbar you will see and use the most often.
New Find Show Navigator
Save Next Step Switch Responsibility Print Close Form
Cut Copy Paste Clear Record Delete Record
Edit Field Zoom Translations Attachments Folder Tools
Help
New - Creates a new record in the active form. Find - Displays the Find window to retrieve records. Show Navigator - Displays the Navigator menu. Save - Saves any pending changes in the active form. Next Step - Updates the Process workflow in the Navigator by advancing to the next step in the process. It also saves any pending changes in the active form. Switch Responsibility - Allows you to switch from your current responsibility to a different responsibility. Print - Prints the current screen that the cursor is in. In some cases it may print a report associated with the current data. Close Form - Closes all windows of the current form. Cut - Cut the current selection to the clipboard. Copy - Copies current selection to the clipboard. Paste - Pastes from the clipboard into the current field. Clear Record - Erases the current record from the window. Delete Record - Deletes the current record from the database. Edit Field - Displays the Editor window for the current field. Zoom - Invokes custom-defined Zoom (drilldown behavior). Translations - Invokes the Translations window (if multiple languages are installed).
Attachments - Invokes the Attachments window. If one or more attachments already exist, the icon changes to a paper clip on a piece of paper. Folder Tools - Displays the folder tool palette. Window Help -Displays help for the current window.
How to Create a New Record When you add a new record to the database, Oracle Applications will move the current record down and insert a new blank row. You add a new record by entering information into this blank row. In most screens you are automatically on a new record when the form is opened, so you can just start entering the information. 1. Click File > New in the menu bar, or click the New icon on the toolbar. You can also press the down arrow on your keyboard to insert a blank row, if you are not in a table on the form. Additionally, some applications have a button labeled New, and clicking it will insert a blank row.
2. Type the new information into the new record.
3. Click File > Save or click the Save icon to save the new record.
How to Delete a Record If you want to delete a record from the database, you must first display the record on your form, if the delete option is available, click the Delete icon. Note: This option is not always available. For example, in Oracle Applications you cannot delete a customer once they have been entered; you can only inactivate their status. If you do not save this new change to the database, the record is not truly deleted (the system will prompt you to save before you exit). 1. Click on Edit > Delete from the menu bar or click the Delete icon.
2. Click File > Save or click the Save icon.
How to Use the List of Values The List of Values (LOV) feature is very useful while entering data in Oracle Applications. It provides you with a powerful, easy-to-use data entry method that increases your accuracy and productivity. Oracle Applications notifies you when a list of acceptable input values is available for a field by displaying the LOV icon in the field. When you display a list, the values appear in a window with a title that describes the contents. Choosing a Value from a List 1. To choose a value from a list for a field, click the LOV icon in the field to display a list.
List of Values icon
2. The list will appear.
If you do not want to view the entire list selection, you can reduce the length of a list, or select directly from the list by using some of the methods described below. Method 1 -Without clicking in the Find field, type the first character(s) of a value to reduce the list to only those values that match the characters you enter. This is also known as AutoSelection. Notice in the example below how only the prefixes beginning with the letter M appear.
Method 2 - Search for a value by clicking in the Find field, then enter your search criteria and click the Find button.
Method 3 - Select a value directly from the list by using the mouse to scroll through the list and then double-click the value to choose it, or click once on the value and then click OK to choose it.
To close a list window without choosing a value, select Cancel.
3. Once you choose a value, the LOV window closes and inserts the value into the current field.
How to Use the Calendar Date LOV Values in a date field can be typed directly or you can use a calendar to enter a valid value in a date field if the field displays the List icon. If your date field supports time, you can also use the Calendar window to choose a valid time with the date. Selecting a Date: 1. Put your cursor in a date field. Click the LOV icon to display the Calendar window.
2. The date value that appears below the calendar is called the selected date, which is either the value already in the field, the default value of the field, or the current system date.
3. Click on a Date.
These arrows control the Month
These arrows control the Year
Click on the desired day
The selected date will appear here.
Note: Disabled buttons that show dimmed text represent invalid days, which cannot be chosen. Similarly, if a date field is display only, you can display the Calendar window for the field, but you cannot change the date shown on the calendar. 4. Click OK to accept the selected date and close the window. Click Cancel if you want to close the window without choosing a date.
5.
The date will appear in the date field.
How to Use the Calendar Time LOV 1. If this feature is available, click the hour or minute pop-up list icon to choose a time value. The minute pop-up list displays twelve values between 00 and 55 at 5-minute increments.
Select Hour and Minute here.
Note: If a value already exists in the current date and time field when you display the Calendar window and the minute value is not a 5-minute increment, the minute pop-up list displays 13 values to include the minute value displayed in the field. 2. Check AM or PM.
3. Click OK to accept the selected date and time and close the window.
4. Click Cancel to close the window without choosing a date or time.
How to Use the Editor You can display an Editor window to view, enter or update the entire contents of a text field. The Editor window is especially useful for editing long text fields. A scrollable text field is a field in which the actual content is larger than what is displayed, but you can view the contents by scrolling through the field. 1. Click Edit > Edit Field in the menu bar or the Edit Field icon.
2. The Editor window will appear. You can enter a new value or edit the existing value in the Editor window. If the current field is a display-only field, then the Editor window appears in display-only mode.
3. You can also use the Editor window to search for a phrase and replace it with another phrase. Click the Search button in the Editor window to display a Search/ Replace window. Then, enter a value in the Search For field, and enter the other value in the Replace With field. Click Search to search for the value, or click Replace or Replace All to search for the value and replace the first occurrence or all occurrences with your new value, respectively.
4. Click OK to close the window when you are finished.
5. The edited value will be entered into the field.
How to Clear Data from a Form You can clear data from the screen at almost any time. Typically, you will use this feature when you start to enter data into a field and then change your mind. Oracle Applications will think you are in the middle of processing a record and may not proceed with your next task until you clear the field. The data you clear is simply erased from the screen and not deleted from the database. Note: If the data is new and has never been saved to the database, it will be lost permanently when you clear it from the screen. 1. Click Edit > Clear from the menu bar and then selecting the appropriate option to clear a field, record, block, or form.
2. You can also clear some or all data from a field by highlighting the data and choosing Edit > Cut from the menu bar or the Cut icon from the toolbar.
How to Cut, Copy and Paste Data from a Previous Record To save time during data entry, you can duplicate data from a previous record if much of the data needs to be repeated again in the new record. You can use Cut, Copy, and Paste from the Edit menu or you can use the following techniques: Copying a Field Value from the Previous Record 1. Enter a new record or query an existing record in your form. 2. Click File > New from the menu bar or click the New icon to insert a new record after the existing record.
3. Place your cursor in the field whose value you want to duplicate.
4. Click Edit > Duplicate Field Above from the menu bar, to copy the field value from the previous record into the current record.
Notice the field from the previous record appears. You can also duplicate entire records as well by selecting Record Above.
Note: If you select Record Above, depending on the record storage in the database and relevant database tables, not all fields may be copied when using this feature. Be sure to check your new record carefully before you assume all fields have been copied into the new record. This feature may not be enabled in some forms.
How to Save Your Work When you save your work, Oracle Applications updates the underlying database with the work you have done since you last saved your changes and then informs you that the transaction is complete. Saving your work is sometimes referred to as committing a change or committing a transaction. Oracle Applications always validates your work upon saving it. If any of the data you enter is invalid or missing, Oracle Applications displays a message describing the problem and does not save the data. To save your work, use any of the following methods: Click File > Save from the menu bar. Click File > Save and Proceed. This will save any changes you have made to the current window and move to the next record (new or existing) so you can enter another transaction. Click the Save icon in the Toolbar. Use keyboard shortcut Ctrl+S.
How to Search for Data Depending on the form or window you are using, you may only be able to use one of the search options below or the other. Some may enable you to use all of the options. The Oracle system will tell you if the search format you are using does not work for the window you are on. Using the Find Window 1. Click View > Find from the menu bar or click the Find icon in the toolbar. 2. Enter your search criteria in the appropriate fields of the Find window. If a field does not provide a list of values for you to choose from, you can enter wildcard characters (% and -) in the search phrase. You cannot, however, use query operators (such as >, <, and so on) in a Find window. 3. Click the Find button to find any matching records. 4. Click the Clear button to clear the current search criteria from the Find window so you can enter new search criteria. 5. Click the New button to enter a new record in your current block if your search finds no matching records. Not all windows support this. How to Use Query Mode 1. Click View > Query By Example > Enter from the menu bar to initiate the query. (Or press F11 on your keyboard). The fields that are query-able will turn blue. 2. Enter search criteria in any of the query-able fields, using wildcard characters and query operators as necessary. You can also select View > Query By Example > Show Last Criteria from the menu bar to display the search criteria used in your last search, if you performed one. 3. Click View > Query By Example > Run to execute the query or press Ctrl+F11 on your keyboard. 4. Click View > Query By Example > Cancel or press F4 on your keyboard to cancel the query and return to the non-query state. How to Obtain a Query Count 1. Perform steps 1 and 2 above. 2. Click View > Query By Example > Count Matching Records to display the number of records a Query By Example search would retrieve.
How to Attach an External File The Attachments feature is a useful tool to use when trying to illustrate or clarify your application data. You can link images, word documents, spreadsheets, web pages, or video to your application data. For example, you could attach .pdf files or spreadsheets to prove your financial statements. To attach a file: 1. If the Attachments feature is available, when you click in the form, the Attachments icon will enable in the toolbar. Click the Attachments icon.
2. The Attachments window will appear. Each sequence line can hold one attachment.
3. Since Miscellaneous is the only Category Type available, type the letter m in the Category field and Tab over.
4. Provide the attachment with a Description.
5. Select File from the Data Type List of Values and click OK. The following data types may be available, depending on the application you are in:
6. If you select File, the Upload a File window will appear.
7. Click Browse The Choose File window will appear. Navigate to the desired file and click Open.
8. The selected file will be entered in the File field. Click OK.
9. The following message will appear. Close the Window after reading.
10. You will be returned to the Attachments form. In the Decision window, click YES.
11. Click Open Document to open the attached document.
Once the support has been attached, the next time someone clicks the Attachment icon, they will be able to view each attachment by clicking the Open Document button. NOTE: If you need to make additional attachments, you must first save, then attach another document.
How to Attach a Long/Short text 1. If the Attachments feature is available, when you click in the form, the Attachments icon will enable in the toolbar. Click the Attachments icon.
2. The Attachments window will appear. Each sequence line can hold one attachment. Click the Category LOV. The available categories are dependent on which application you are in. Enter % in the search field to view the available values.
4. Select Long or Short Text from the Data Type list of values and click OK. Long Text Type text in the field provided. Character limitation is greater here than in the Short Text. Short Text Type text in the field provided. Character limitation is less than long text. 5. A yellow text box will appear. Enter your text here.
6. Click Save. 7. Click the sequence line to view the entered text.
How to Attach a Web Page 1. If the Attachments feature is available, when you click in the form, the Attachments icon will enable in the toolbar. Click the Attachments icon.
2. The Attachments window will appear. Each sequence line can hold one attachment. Click the Category LOV. The available categories are dependent on which application you are in. Enter % in the search field to view the available values.
4. Select Web Page from the Data Type list of values and click OK. 5. The Source tab will open. Enter the web address in the File or URL field.
6. Click Save. 7. Click the sequence line and then the Open Document button to view the web page.
How to Submit Requests Toolbar > View > Requests Find Requests > Submit a New Request (button) Submit a New Request 1. Select Single Request. 2. Click OK.
3. The Submit Request window will appear.
4. The Name field will be highlighted in yellow and the List of Values (LOV) icon will appear. Click the LOV to bring up the list of values available. 5. The LOV will appear. Select the desired report and Click OK.
6. The Parameters window automatically appears. You can either type in each value or you can select the value from a list of values.
If you choose to use the list of values instead of typing the values in directly, goto step #7. Otherwise, goto step #10.
7. Click on the field you would like to select a value for. The LOV icon will appear next to the field.
LOV
8. Click the LOV icon and a separate window with the list of values available for that field will appear. Select the value you would like and click OK.
9. The value selected will be applied to the related field in the Parameters window.
Value selected from LOV
10. Continue entering the values in the required parameter fields and any optional fields. (Fields in Yellow are required, White means optional) 11. When you have finished entering the parameters, click OK.
12. The Parameters window closes, and the selected values are applied to the Parameters field, each value separated by a colon, as highlighted below. All values that were left blank or unspecified are indicated by colons with no value before it.
13. From the Submit Request window, click the Submit button to submit the request.
How to View a Request Status There are 2 methods of viewing request statuses. Method 1 1. After clicking on submit, the Requests window will appear with your submitted request(s). The Requests window will not automatically refresh to display updated progress of your request. You must click the Refresh Data button to view the refreshed status. Every 10-15 seconds, click the Refresh Data button to view the change in status until the Phase and Status become Completed and Normal.
Below are additional definitions of buttons that you will find in the Requests window. Refresh Data button: The Requests window will not automatically refresh in order to display updated progress of your request. Use this button to requery the lines in the request table. Find Requests button: Displays the Find Request window to perform a search for additional requests Submit a New Request button: Displays the Submit Requests window to submit a new request to the concurrent manager Hold Request and Cancel Request buttons: These buttons illuminate if the concurrent manager has not already begun running the program. You can Hold or Cancel a request by using these buttons. If the request is already running the Cancel button will terminate the request.
View Details button: Displays the Details window to view detailed information about your request, for example, submission dates, scheduling and other information. If a request has not already run, you can change selected fields so that the updated information will affect your request when it is run by the concurrent manager. Diagnostics button: Displays diagnostic information about your request such as when it ran and if it completed successfully. View Output button: Displays an online format of your report. NOTE: If at any point, you receive an error, or Completed Error, call the Help Desk at ext. 4001.
2. Once the phase has completed normally, click the View Output button, which will display an online format of the report.
Method 2 1. Click View > Requests from the menu bar.
2. The Find Requests window will appear. Refer to the definitions below for each option.
My Completed Requests: Select this if you want to view only the requests that have completed.
My Requests in Progress: Select this if you want to view only the requests that are still in progress. All My Requests: Select this if you want to view all of the requests that you have submitted. Specific Requests: Select this if you want to search for a very specific request. Enter one or more fields to specify the search. 3. Click Find when you have selected what type of requests you want to view.
4. The Requests window will appear. Follow the instructions for Method 1.
How to Copy Requests 1. From the Submit Request window, click the Copy button.
2. A listing of all of your previously submitted requests will appear. Select the request you would like to copy and click OK.
3. The Submit Request window will appear with the values from the selected request.
To change the Parameter values, click the Parameters field and the Parameters screen will appear. Refer to the previously discussed sections to review how to submit the request.
Phases of the Request A request goes through a cycle consisting of the following phases: Pending: The request is waiting to be run. Running: The request is running. Completed: The request has finished running. Inactive: The request cannot yet be run. Each phase has certain statuses that will either inhibit or advance the request to the next phase in the cycle until it has completed. NOTE: You may or may not witness every phase/status during a run. However, in case you happen across one of the phases/statuses, below are the explanations for each: Pending Phase - A program in the Pending phase can be in one of four statuses: Normal: The program is performing its initial setup and will run shortly. Waiting: If this report were dependent on another report, then the program would wait for the other report to mark this report Ready before it will run. Standby: A program is waiting for something to complete before it can resume. Scheduled: A programs scheduled start time has not yet arrived. Running Phase A program in the Running phase can be in one of four statuses: Normal: Program is in progress. Paused: If you had requests that depended on other requests, the program would wait for all of the necessary requests to complete before proceeding. Resuming: As related to the Paused, once the necessary requests have completed, the program will resume. Terminating: The program is being terminated. Completed Phase A program in the Completed phase can be in one of five statuses: Normal: Program completed successfully. Warning: Program completed successfully but with warning messages. Error: Program failed to complete successfully. Terminated: A running program was terminated. Canceled: A pending or inactive program was canceled before it started.
Inactive Phase A program in the Inactive phase can be in one of three statuses: Disabled: The requested program has not been enabled for execution. On Hold: The requested program has been placed on hold. Screen colors help you identify the status of the request. Below are the colors that you may encounter and its corresponding definition: Green Yellow Red Pending, running or scheduled requests Completed requests with a Warning status Requests that complete with an Error status
Colors and Search Shortcuts Color Fields Field Color White Yellow Gray with black text Blue % Wildcard Functionality Data Entry and % %and% Meaning Information beginning with and Information containing the value and Information ending in and Information Retrieve Examples And; Anderson; Andrew And; thousand; sand; Sanderson; Andrew; Cassandra Thousand; sand; expand Description Optional, allows data entry Requires data entry Information only Enter data for Query
%and

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Oracle Basic Navigation

Oracle Basic Navigation Table of Contents i

Navigating Oracle Page 1

We will discuss each section separately on the following pages.

Navigating Oracle Page 2

Navigating Oracle Page 3

Navigating Oracle Page 4

Navigating Oracle Page 5

Click the Select None link to unselect all of the notifications.

Navigating Oracle Page 6

7. Click the Open button to open the selected notifications.

Navigating Oracle Page 7

Navigating Oracle Page 8

Navigating Oracle Page 9

3. Select a Responsibility to add the corresponding Favorite functionality or form.

Navigating Oracle Page 10

5. The Functionality/Form will be added to your list.

To add an outside URL: 6. Click the Add URL button.

Navigating Oracle Page 11

7. Enter the Name and URL address. Click Apply.

8. The Name and URL will be applied to the Favorites List.

Navigating Oracle Page 12

9. Click the Apply button.

Navigating Oracle Page 13

Navigating Oracle Page 14

Navigating Oracle Page 15

References Followed is the Reference section.

Navigating Oracle Page 16

4. Click the Return to Notification button to return to the original notification.

Navigating Oracle Page 17

Navigating Oracle Page 18

Navigating Oracle Page 19

Navigating Oracle Page 20

Navigating Oracle Page 21

Navigating Oracle Page 22

4. You will be brought back to the Home Page.

Navigating Oracle Page 23

This is a list of the Function Categories that belong to this Responsibility

Navigating Oracle Page 24

Navigating Oracle Page 25

Click on the double-minus sign function categories.

to collapse ALL sublevels for ALL

Navigating Oracle Page 26

Method 1- Double-click the function name to open.

Method 2- Single click the function name and click Open.

Navigating Oracle Page 27

3. The form/window will open.

Navigating Oracle Page 28

Navigating Oracle Page 30

Navigating Oracle Page 31

Navigating Oracle Page 32

Navigating Oracle Page 34

New Find Show Navigator

Save Next Step Switch Responsibility Print Close Form

Cut Copy Paste Clear Record Delete Record

Edit Field Zoom Translations Attachments Folder Tools

Navigating Oracle Page 36

2. Type the new information into the new record.

Navigating Oracle Page 37

Navigating Oracle Page 38

2. Click File > Save or click the Save icon.

Navigating Oracle Page 39

2. The list will appear.