Fusion_apps extending and customizations
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The document discusses Oracle's help solution for Fusion Applications. It provides an overview of the help features, including getting started videos and guides, embedded help within applications, and integrated collaboration tools. It also covers customizing help so business users can add and edit help content themselves. The presentation includes demonstrations of the different help features.
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Fusion_apps extending and customizations
- 1. 1 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 2. Oracle Fusion Applications: Easily Extending and Customizing Help for Business Users Laurie Pattison Juliette Fleming
- 3. Please Note THE FOLLOWING IS INTENDED TO OUTLINE OUR GENERAL PRODUCT DIRECTION. IT IS INTENDED FOR INFORMATION PURPOSES ONLY, AND MAY NOT BE INCORPORATED INTO ANY CONTRACT. IT IS NOT A COMMITMENT TO DELIVER ANY MATERIAL, CODE, OR FUNCTIONALITY, AND SHOULD NOT BE RELIED UPON IN MAKING PURCHASING DECISIONS. THE DEVELOPMENT, RELEASE, AND TIMING OF ANY FEATURES OR FUNCTIONALITY DESCRIBED FOR ORACLE'S PRODUCTS REMAINS AT THE SOLE DISCRETION OF ORACLE. 3 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 4. Program Agenda Help Solution Overview First Time Users: Getting Started Help Ongoing Users: Embedded Help Collaboration Tools Help Customization and Demo 4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 5. The User Adoption Issue “Effective User Adoption is the absolute best predictor of enterprise software success” Source: Sand Hill Group and Neochange: Effective User Adoption #1 Factor for Enterprise Software Success 5 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 6. Help Solution Overview Improved user adoption Faster onboarding Demos and Quick Starts Embedded Help Improved productivity Reduced support calls Help Information tailored to business need 6 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Integrated Easy Customization Collaboration Tools Effective feedback Shared learning
- 7. Getting Started Videos and Quick Start Guide Available on Home Page 7 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 8. Demos Show-Me Demos Included in Page-level Help 8 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 9. Embedded Help 9 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 10. Embedded Help on Demand Users Can Switch Help On and Off 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 11. Help at the Point of Need 11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 12. Integrated Collaboration Tools Tagging 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 13. Integrated Collaboration Tools Rating 13 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 14. Integrated Collaboration Tools Discussion Forums 14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 15. Help Customization Business users can add and edit help quickly. You control who can customize help with a security privilege. Custom help is displayed seamlessly with the application help. 15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 16. Custom Help Features Add documents, links to web pages, UPK demos, or text files created in the Help pages. One click to copy and edit an application help file. Original version is hidden and replaced with your own. Patches update hidden application help files and leave custom help unaffected. Custom help can be secured to specific roles. 16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 17. Help Customization Demo 17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 18. 18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
- 19. 19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Editor's Notes
- Effective user assistance is a crucial part of the solution to improve user adoption.
- A new Getting Started component on the Home page provides a guided sequence of new-user orientation information, including videos, feature summaries, and a link to a short Quick Start Guide.
- After viewing the Getting Started information, new users can open their work areas and explore additional show-me demos that are included in the page-level embedded help.
- As users start working through their tasks, they can use the embedded help for further guidance. Embedded help includes in-field instructions, terminology definitions, section-level instructions, and tool tips.
- Users are in control of the embedded help. When they want to see it, they click the Help icon in the global header to reveal the page- and section-level help icons. Help icons then appear on all pages that the user visits until the end of their session, or until they switch them off.
- The page- and section-level help icons open help windows that list the help topics relevant to the current task. One click opens the topic’s abstract. When the user clicks Continue Reading, the full topic opens in the help window. The window appears on top of the application page and can be kept open for reference while continuing with the task on that page.
- Users can enter their own terminology as tags in a help topic to make it easy to find the content later. For example, a user who adds custom help topics could tag them with a private tag of “my_topics”. Tags can be private or shared.
- As you browse through help, topics are presented in rating sequence so that popular topics appear at the top of the list. All users can rate topics and add their feedback.
- You can also enable help discussions as a setup option. Any user can then initiate a discussion on a help topic, which is a great way to answer questions and collaborate on best practices.
- By default, functional application administrators, such as the HCM application administrator, can add custom help. You can assign the Application Help Text Administration duty role to any other roles, as required. Users with this duty role see the Manage Custom Help link in help windows. Adding help is easy, and new custom help topics appear at the top of the list of help links in the window you added them to.
- You can add custom help in a wide range of formats, such as .doc files or PDFs. You can also link to web pages, or simply create a text file using the rich text editor within the Manage Custom Help pages. Your new help topics are stored in the database.While you cannot delete or edit predefined application help topics, you can mark them Inactive to hide them. You can also copy them and display your edited version instead of the original version. However the original remains in the database and is updated when you upgrade to a new application version. In the Manage Custom Help pages, you can view the updates and reactivate the topics at any time.You can also create custom help that is visible to selected roles only.