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Oracle Common Application Components User’s Guide Release 11i
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Oracle Common Application Components User’s Guide Release 11i Part No. B12395-0
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Oracle® Common Application Components
User ’ s Guide
Release 1 1 i
Part No. B12395-02
July 2005
Oracle Common Application Components User ’ s Guide, Release 11 i
P art No. B12395-02
Copyright © 2000, 2005, Oracle. All rights reserv ed.
Primary Author: Judy W ood
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Contents
Send Us Y our Comments
Preface
1 Introduction to Oracle Resource Manager
Overview of the Oracle Resource Manager . . . . . . . . . . . . . . . . . . . . . . . 1 - 1
Oracle Resource Manager Integrations . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 8
T erms and Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 9
Resource Manager Rules for HTML . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 1 1
2 Overview of Using Oracle Resource Manager
Accessing Oracle Resource Manager Interface . . . . . . . . . . . . . . . . . . . . . 2 - 1
Summary of Oracle Resource Manager T asks . . . . . . . . . . . . . . . . . . . . . . 2 - 2
3 Managing Employee Resources
V iewing Resource Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 1
Defining Y our Personal Information . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2
V iewing Y our Organizational Structure . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2
Defining Y our Skill Rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 3
V iewing a Resource’ s Skill Ratings . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 5
Making a Resource W eb A vailable . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 5
4 Managing Group Resources
V iewing Y our Group Membership Information . . . . . . . . . . . . . . . . . . . . . 4 - 1
Defining Y our Group Membership Information . . . . . . . . . . . . . . . . . . . . 4 - 2
Defining Group Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 3
V iewing Group Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 4
V iewing Y our Group Membership History . . . . . . . . . . . . . . . . . . . . . . . 4 - 4
5 Searching for Resources Groups and T eams
Performing a Simple Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 1
Performing an Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 1
iii
6 Introduction to Oracle Common Applications Calendar
Overview of Oracle Common Applications Calendar . . . . . . . . . . . . . . . . . . 6 - 1
Understanding Oracle T ask Manager in Oracle Applications Framework . . . . . . . . . 6 - 3
Understanding Oracle Calendar in Oracle Applications Framework . . . . . . . . . . . 6 - 4
Understanding Oracle Notes in Oracle Applications Framework . . . . . . . . . . . . . 6 - 5
7 Overview of Using the Oracle Common Applications Calendar
Accessing the Oracle Common Applications Calendar Interface . . . . . . . . . . . . . 7 - 1
Summary of Oracle Common Applications Calendar T asks . . . . . . . . . . . . . . . 7 - 1
8 Managing Notes in Oracle Applications Framework
Overview of the Oracle Applications Framework Based Notes . . . . . . . . . . . . . . 8 - 1
Using the Add Note Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 2
V iewing and Updating the Notes History Region . . . . . . . . . . . . . . . . . . . . 8 - 3
V iewing and Updating the Note Details Page . . . . . . . . . . . . . . . . . . . . . . 8 - 5
9 Managing T asks in Oracle Applications Framework
Overview of the Oracle Applications Framework Based T ask Manager . . . . . . . . . . 9 - 1
Using the Personalized T ask Search and Result Page . . . . . . . . . . . . . . . . . . 9 - 3
Using the T ask Summary Contextual Region . . . . . . . . . . . . . . . . . . . . . . 9 - 8
Creating T asks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 9
Updating and V iewing T asks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 10
Using the T ask Header or General Region . . . . . . . . . . . . . . . . . . . . . . 9 - 12
Using the Details Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 14
Using the Owner and Assignee Region . . . . . . . . . . . . . . . . . . . . . . . 9 - 15
Using the Contacts Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 16
Using the Schedule or Dates Region . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 17
V iewing the Related Items Region . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 18
Using the Repeating Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 18
10 Managing Appointments in Oracle Applications Framework
Overview of the Oracle Applications Framework Based Calendar . . . . . . . . . . . 10 - 1
Creating Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 2
V iewing Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 5
Updating Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 6
Responding to Appointment INVITES . . . . . . . . . . . . . . . . . . . . . . . 10 - 7
V iewing Y our Personal Calendar V iews . . . . . . . . . . . . . . . . . . . . . . . 10 - 8
V iewing Personal Calendar Daily V iew . . . . . . . . . . . . . . . . . . . . . . . 10 - 9
V iewing Accessibility Daily V iew . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 9
V iewing Personal Calendar Monthly V iew . . . . . . . . . . . . . . . . . . . . . . 10 - 10
Checking Resource A vailability . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 12
Customizing Calendar Preferences . . . . . . . . . . . . . . . . . . . . . . . . . 10 - 13
Customizing Calendar V iew Preferences . . . . . . . . . . . . . . . . . . . . . . . 10 - 13
iv
Customizing Calendar Default Preferences . . . . . . . . . . . . . . . . . . . . . . 10 - 15
1 1 Common Application Calendar Schedule Repository
Overview of the Schedule Repository . . . . . . . . . . . . . . . . . . . . . . . . 1 1 - 1
Creating Schedules Business Flow . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 - 2
Creating Flex T ime Schedules Business Flow . . . . . . . . . . . . . . . . . . . . . 1 1 - 2
Schedule Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 - 2
Creating a Duration Based Schedule Pattern . . . . . . . . . . . . . . . . . . . . . 1 1 - 4
Creating a Calendar Based Schedule Pattern . . . . . . . . . . . . . . . . . . . . . 1 1 - 4
Creating a Day Based Schedule Pattern . . . . . . . . . . . . . . . . . . . . . . . 1 1 - 5
Creating Shifts for Day Based Schedule Patterns . . . . . . . . . . . . . . . . . . . 1 1 - 5
Previewing Schedules or Schedule Patterns . . . . . . . . . . . . . . . . . . . . . 1 1 - 6
Defining a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 - 6
12 Calendar Synchronization
Overview of Calendar Synchronization . . . . . . . . . . . . . . . . . . . . . . . 12 - 1
Oracle Sales Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . 12 - 1
Downloading and Installing the Pocket PC Synchronization Client . . . . . . . . . . . 12 - 2
Downloading and Installing the Desktop Outlook Synchronization Client . . . . . . . 12 - 2
Synchronizing Pocket PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 - 3
Synchronizing Desktop Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . 12 - 3
Contacts in Outlook or Pocket PC . . . . . . . . . . . . . . . . . . . . . . . . . . 12 - 4
Appointments in Outlook or Pocket PC . . . . . . . . . . . . . . . . . . . . . . . 12 - 5
T asks in Outlook or Pocket PC . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 - 6
13 Introduction to Oracle Notes
Overview of Oracle Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - 1
Oracle Notes Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - 2
Oracle Notes Integrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - 3
T erms and Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 - 3
14 Overview of Using Oracle Notes
Accessing the Oracle Notes Interface . . . . . . . . . . . . . . . . . . . . . . . . 14 - 1
Summary of Oracle Notes T asks . . . . . . . . . . . . . . . . . . . . . . . . . . 14 - 1
15 Managing HTML Notes
Creating a Note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 1
Adding an Attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 2
V iewing and Updating Existing Attachments . . . . . . . . . . . . . . . . . . . . . 15 - 2
Using the Relate T o Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 - 2
16 V iewing HTML Note Information
Using the Notes Summary W indow . . . . . . . . . . . . . . . . . . . . . . . . . 16 - 1
v
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