Use the Home tab to quickly find and review critical customer information. You can also manage work group activities for your organization and yourself, such as employees, calendars, tasks, and notes.
Note: Your personal tasks and notes are available only from the Home tab. The tasks and notes in the Customers tab are specific to the associated customers.
Search for customers, view recent and bookmarked items, and quickly access common tasks. See: Home Page.
View and maintain your personal calendar, using the Oracle Common Application Calendar's calendar features. You can view by day, week, month, or year. See: Viewing Your Personal Calendar.
You can also:
View the daily personal calendar along with tasks. See: Viewing Your Tasks and Your Calendar Simultaneously.
View resource availability. See: Viewing the Availability of a Resource.
View public calendars. See: Viewing a Public Calendar.
Create appointments. See: Creating an Appointment.
Manage your personal notes, using the Oracle Applications Framework notes features from Oracle Common Application Calendar. A note is information, such as directions, special instructions, or reminders, that is attached to an object.
You can:
View, but not update, notes. See: Viewing and Updating the Notes History Region in OA.
View, but not update, note details. See: Viewing and Updating the Note Details Page in OA.
Create notes. See: Using the Add Note Region in OA.
Manage tasks, defined as the lowest units of work, that you can assign to yourself or other resources, and associate with customers, using the Oracle Applications Framework tasks features from Oracle Common Application Calendar. See: Using the Personalized Task Search and Result Page.
You can view, update, create, and delete tasks. See: Creating, Updating, and Finding Tasks.
Manage employee information for your organization, using Resource Manager.
Employees. See: Viewing Resource Information.
Groups. See: Viewing Your Group Membership Information.
Roles. See: Understanding Roles.