Fusion Setup Navigation Model - High Level Overview

1. Fusion Setup Navigation Model- High Level Overview Arin Bhowmick Manager, CRM & Enabling Tech Apps User Experience

2. Background • Inconsistent navigation to existing setups • Mostly standalone, Lack of central access point • Goal in Fusion is to promote a centralized setup concept • Implementation and ongoing setups • Model already presented to most UX Pillar Managers, Central Setup Team, Fusion Navigation Working Group, FASC, Fusion Setup Working Group etc.

3. Proposal • Centralized Setup and Maintenance Work Area • One central Setup and Maintenance work area with optimized views of tasks based on user roles • Staying away from individual setup work areas per user object • Only one menu item pertaining to Setup and Maintenance • Leverage the Task List Manager within the Central Setup and Maintenance Work Area to drill down and perform activities and tasks • Task List Manager (developed by Central Setup team) will contain all setup activities and tasks tagged as “S” and “S or T” in the BPM spreadsheet • Multiple access points to Setup Activities and Tasks in the Central Setup and Maintenance Work Area • Via the “Setup and Maintenance” menu item • From launch points in transactional work areas • From launch points within Home and Transactional Dashboards • Via Global Worklist items

4. Application Implementation Consultant • “Setup and Maintenance” Menu item takes user to the central Setup and Maintenance work area • User can drill down to various business process, detailed business process, activity and product setup tasks via the task list manager

5. Application Admin • One central Setup and Maintenance work area across user objects • Staying away from individual setup work areas per user object • “Setup and Maintenance” Menu item takes user to the central setup work area • Central Setup and Maintenance work area will contained a filtered task list (within Task List Manager) based on user role • User can drill down to various setup tasks via the task list manager

6. Functional User • One central Setup and Maintenance work area across user objects • Staying away from individual setup work areas per user object • In Transactional Work Area’s: • Can expose launch points to related setup activities and tasks available in the central setup work area • Navigate directly to a setup activity or setup task in the central setup work area (depending on task dependencies) • Task List Manager will not be replicated

7. Setup Process Flow: Related Design Patterns Overview Setup Design Pattern Set Fusion GPS Design Patterns Websitehttp://fusiongps.us.oracle.com/patterns/index.htm Task List (Setup Task List Manager) Questionnaire (optional) Task Setup Task Generator Pattern • Setup Task Checklist Pattern Set • Setup Task Hgrid Checklist Pattern • Setup Task Table Checklist Pattern • Setup Task Completion Pattern Set • Setup Guided Process Pattern Set • Sequential Train • Non- Sequential Train • Step Checklist • Setup Form Setup Central Team Uptake of Setup Design Patterns • Leverages Existing Design Patterns • Product Teams will develop • TBD/ Developing Some • Aspects • Yes, Central Team will Develop • Know as “Setup Task List Manager” • More Automated Uptake Process

8. Setup Navigation Model High Level Schematic

9. A Possible Scenario….. Disclaimer: Conceptual screens only, visuals, menu labels etc may not be up to date

10. Login Page Super User Tina Johnson logs into Fusion E- Business Suite after a fresh install

11. Tina Johnson’s Home Page After Login User could navigate to setup work area from the main menu

12. Tina Johnson’s Home Page After Login User could navigate to setup work area from her worklist

13. Tina Johnson’s Setup Work Area • A Setup Work Area incorporates a Task List Manager • Shows listing of all setups at the highest level Pattern Used: Setup Hgrid Checklist

14. Tina Johnson’s Setup Work Area: Task Assignment Tasks can be reassigned to other users (Flow not yet finalized) Tina assigns 2 Business Process Setups to Jane Doe

15. Tina Johnson’s Setup Work Area: Task Assignment Status of the newly reassigned tasks are reflected in the setup work area User logs out

16. Login Page Jane Doe logs into to Fusion E-Business Suite

17. Jane Doe’s Home Page After Login User could navigate to setup work area from the main menu

18. Jane Doe’s Home Page After Login User could navigate to setup work area from her worklist and view setup tasks requiring attention

19. Jane Doe’s Setup Work AreaAccess to all setup tasks • A Setup Work Area incorporates a Task List Manager • Shows listing of all setups at the highest level Pattern Used: Setup Hgrid Checklist Daniel- discuss how not go to task generator

20. Jane Doe’s Setup Work Area User can define\filter a task list via a task generator or can access a predefined list of setup tasks.

21. Task Generator:Setup Options

22. Task Generator:Review

23. Jane Doe Accesses Setup Tasks for Business Process 1 User can perform tasks on an individual basis and still access task generator from this point. Note some tasks may not be accessible yet Pattern Used: Setup Hgrid Checklist

24. Jane Doe wants to perform Collections Setup User can access a task generator for a specific task

25. Jane Doe Accesses Task Generator for Collections Setup Shows potential settings as defined by Jane Doe after utilizing Task Generator Design Pattern Used: Setup Task Generator (Review Page)

26. Collections Setup Shows Task List Manager that resulted from Jane Doe utilizing the Task Generator Pattern Used: Setup Hgrid Checklist

27. Collections Setup Perform a Task Jane Doe navigates to a setup task

28. Create Work Item Task (continued..) Jane completes the task and submits

29. Collections Setup Task Status Updated After Task Completion Task Status is now set to ‘Completed’

30. Questions and Answers Q A &