Configuring the System Interface Overview

4 Interface Overview 4-1 4 Interface Overview This chapter describes the key elements of the product interface. It covers the following topics: ■ Interface Overview on page 4-1 ■ Individual Page and Action Menus on page 4-3 ■ Menus on page 4-3 For a glossary of terminology used in this documentation, see the glossary at the end of this book. Also see the Oracle Fusion Middleware Users Guide for Universal Records Management for details about profiles, the task panel, the My Favorites functionality, and other interface elements used by both users and administrators.

4.1 Interface Overview

After installation, new links appear in the Top menu, used to configure and manage the software. If enabled, a link also appears to manage Physical Content Management.

4.1.1 Configuring the System

Use the Records menu in the Top menu to access most aspects of Oracle URM . The exact menu options any user sees depend on the rights assigned to that user. Administrative users will see all options from the menus. Other users for example, those assigned privileged roles may see a much smaller subset of the administrator menu, depending on their assigned rights. The exact menu options any user sees depend on the rights assigned to the user. For details about rights assigned to different roles, see Assigning Rights to User Roles on page 5-18. You can frequently perform actions from several different locations. For example, you can create a series within a series by clicking Create Series from the Page menu on the Series Information Page. Or you can click Create Series from the Action menu of a series listed on the Retention Schedule page. This documentation describes the most commonly used method of accessing tasks. The following is an overview of the options on the Records menu: ■ Rights : Used to view a user’s assigned rights and roles. See the Oracle Fusion Middleware Users Guide for Universal Records Management for information about viewing rights and roles. ■ Favorites : Accesses the Favorites interface, displaying items added to a Favorites list. See the Oracle Fusion Middleware Users Guide for Universal Records Management for details about using Favorites. 4-2 Oracle Fusion Middleware Setup Guide for Universal Records Management ■ Dashboard : Used to configure a dashboard which is a shortcut to frequently used screens. See the Oracle Fusion Middleware Users Guide for Universal Records Management for information about configuring dashboards. ■ Approvals : Displays a menu to access items awaiting review, approval or completion. ■ Scheduled : Accesses scheduled actions, reports, and freezes. ■ Reports : Used to access reports created by users as well as system reports. ■ ImportExport : Accesses menus allowing import and export of archives and XSD data. ■ Audit : Used to view checked-in audit entries or search the audit trail Also used to configure performance monitoring tools. ■ Configure : Used to configure many aspects of the system, such as freezes, triggers, security, audit trail information and reports. ■ Global Updates : Used to update categories, folders, or content. ■ Batch Services : Used to process notifications, run all pending batch actions, or to process actions and reviews. ■ Sources : Used to display information about other content sources, either physical or external such as Adapters where content is retained or tracked.

4.1.2 Configuring Reports