3-2 Oracle Fusion Middleware Users Guide for Universal Records Management
– Information
: displays a submenu used to access information pages for folders, life cycle of the item, recent reviews, metadata history, and retention schedule
reports.
– Edit
: provides quick links to edit pages for folders or reviews, and options to alter an item’s status by moving, closing, freezing, or unfreezing an item.
– Set Dates
: provides quick links to actions associated with dates, such as marking items for review, canceling, rescinding, and expiring items.
– Delete
: provides options to delete the item or perform a recursive delete delete an entire tree if multiple items are checked.
– Create
: provides options to create items appropriate to the location in the hierarchy. For example, if this is the Action menu for a retention category,
Create suboptions include Series and Retention Category.
3.1.1 Interaction with Desktop Integration Suite
Desktop Integration Suite DIS is a set of applications that integrates the desktop experience with Oracle UCM, Oracle Content Database, and other WebDAV-based
content repositories. DIS provides a simplified interface for managing files in a unified way from all familiar desktop applications.
DIS is not discussed in detail in this documentation but in the Oracle Fusion Middleware Users Guide for Desktop Integration Suite. Mention is made throughout this
documentation to indicate those actions which can be taken using DIS.
3.2 Dashboards
Dashboards can be created to allow immediate access to frequently used aspects of the software. Each dashboard is composed of panes which hold different types of
functionality, such as search boxes, lists of information, or access to other web sites. The dashboard can be customized so frequently performed tasks, such as pending
reviews, pending approvals, and so on, are easily accessible.
Default dashboards are provided. To access this functionality, click Records then Dashboards
from the Top menu. Click User to access the user dashboard. If you are
assigned administrative privileges, another dashboard is available. To view it, click Admin
. Create a new dashboard by selecting elements for it or edit the default dashboard. See
Editing a Default Dashboard on page 3-3 and
Creating or Editing a Personal Dashboard
on page 3-3 for details.
3.2.1 Using Dashboards
Follow this procedure to select a dashboard for use:
1. Click Records then Dashboards from the Top menu. A list of current dashboards
is displayed.
2.
Select the dashboard to use from the list. The User Dashboard Page
or the customized dashboard is displayed.
3. To use the dashboard as a home page at login, click Actions then Set as Home
Page . To remove the dashboard as the home page, click the user name in the top
right corner of the display. The My Profile page is displayed. Click the Remove Dashboard Home Page
box.
Interface Overview 3-3
3.2.2 Editing a Default Dashboard
Use this procedure to edit the default dashboards or other personal dashboards:
1. Click Records then Dashboards from the Top menu. Click the dashboard to edit.
The User or Administrative dashboard is displayed.
2. Click Save As from the Actions menu. The default dashboard must be saved
under a new name before it can be edited. A dialog opens. Enter a new dashboard name and a dashboard title. Click OK when done.
3. The dashboard is displayed in edit mode.
■
To move a pane from one location to another, put the cursor on the border of the pane. Hold down the left mouse button and drag the pane to another
location.
■
To delete a pane, click the X in the upper corner of the pane.
■
To set individual options for each pane, click the Options menu in the upper corner of the pane. Note that not all panes have an option list.
■
To replace a pane, first delete the pane. An empty pane is displayed. Click Other Dashboards
to populate the search list. The Search for Items dialog opens. Use this search form to find panes to use in the dashboard.
Select metadata fields for searching or click the Search button to search the entire database.
The Dashboard Results Page is displayed, showing those items that can be used in the dashboard.
Click the box next to the items to include and click Next. The Select Dashboard list is populated with the items that were selected. Click an item from the list
to include in the pane and click OK.
4. When done, click Save Changes or Save As from the Actions menu to save the
dashboard under a new name.
3.2.3 Creating or Editing a Personal Dashboard
