3-4 Oracle Fusion Middleware Users Guide for Universal Records Management
6. Select an item from the list for the pane and click Ok. Repeat this process for the
other panes in the other columns. To delete a pane click the X in the corner of the pane window.
7. When done selecting panes for use, click Actions then Save Dashboard.
8.
To use a Simple Profile to associate with the dashboard, select it from the list. Click Next
when done.
9.
A checkin page is displayed. Enter the necessary metadata to save the dashboard. Click Checkin when done.
3.3 My Favorites
Users can create a listing, similar to bookmarked browser Favorites and add series, categories, folders, reports, report templates, users, and aliases to this listing. Users
with administrative privileges can add other objects such as freezes to the listing.
If an item can be added to a Favorites listing, the Add to Favorites menu option is displayed on a page. To add items to these lists, select the box next to an item and click
Add to Favorites
. Favorites can be shared with other users. To make a Favorites list available for sharing,
click the user name in the top right corner of the screen. The My Profile page is displayed. Click Yes in the Share RMA Favorites box. Click Update when done. The
Favorites list will then be available to other users to select from.
To share an item in that list, click the checkbox for the item then click Sharing and Share
from the Table menu. To prevent sharing, click Sharing then Unshare. To add a favorite from another user, click Records then Favorites from the Top menu.
If a favorite list is available from another user, the Import From User table option is available in the list of favorites. Click the Import From User option and select the
name of a user from the list. All of that user’s favorites for that particular Favorite type for example, a Series or a Category appear on the Favorites list.
Sharing favorite items is based on assigned rights. If a user does not have rights to share items then the Import From User option does not appear on that user’s My
Favorite list. For example, if you do not have the category.freeze, folder.freeze, or record.freeze right, you cannot access favorite freezes from other users.
To view items in the Favorites list, click Records then Favorites from the top menu. The
My Favorites Screen is displayed. Click on the indicated tabs to quickly find the
favorites of a specific type for example, Categories or Series. Use the Up Arrow or Down Arrow buttons on the My Favorites Page to rearrange the
favorites in the list. The reordering in the list is not saved until the Save Now button is clicked, which appears when reordering begins.
Favorites items are used to populate option lists, such as when creating freezes or when checking in content. For example, if an item is on a Favorites list, it appears on
the pulldown list when a freeze name is selected or when a category is selected during content checkin. This helps to narrow down the choices on large option lists.
3.4 Icons
Kategori