3
Interface Overview 3-1
3
Interface Overview
This chapter describes the key elements of the product interface. It covers the following topics:
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Interface Overview on page 3-1
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Individual Page and Action Menus on page 3-3
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Menus on page 3-3
For a glossary of terminology used in this documentation, see the Oracle Fusion Middleware Setup Guide for Universal Records Management.
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.
3.1 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.
3.1.1 Configuring The System
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 the Oracle Fusion Middleware Setup Guide for Universal Records Management.
The following is an overview of the options on the Records menu:
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Rights : Used to view assigned rights and roles. See the Oracle Fusion Middleware
Users Guide for Universal Records Management for information about viewing rights and roles.
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Favorites : Accesses the Favorites interface, displaying items added to your
Favorites list. See the Oracle Fusion Middleware Users Guide for Universal Records Management for details about using Favorites.
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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.
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Approvals : Displays a menu to access items awaiting review, approval or
completion.
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Scheduled : Accesses scheduled actions, reports, and freezes.
3-2 Oracle Fusion Middleware Administrators Guide for Universal Records Management
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Reports : Used to access reports created by users as well as system reports.
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ImportExport : Accesses menus allowing import and export of archives and XSD
data.
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Audit : Used to view checked-in audit entries or search the audit trail. Also used to
configure performance monitoring tools and to screen disposition rules and failed dispositions.
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Configure : Used to configure many aspects of the system, such as freezes, triggers,
security, audit trail information and reports.
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Global Updates : Used to update categories, folders, or content.
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Batch Services : Used to process notifications, run all pending batch actions, or to
process actions and reviews.
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Sources : Used to display information about other content sources, either physical
or external such as Oracle URM Adapters where content is retained or tracked.
3.1.2 Configuring Reports
