This tutorial deals with Oracle Fusion Financials and how it functions. In this tutorial, we will look at the interface of Fusion applications.

Fusion Apps User Interface

Logging in to the Application

Follow the steps given below to log in to Fusion Applications:

1. Go to the URL fa119.apps2fusion.net:10634/homePage .

2. You will be directed to the Oracle Fusion Applications log in page. You can use the dropdown list at the bottom to select the preferred language.

3. Enter your user credentials in the input area for your User ID and Password.

4. Click on the Sign In button.

5. In case you have forgotten your password, use the Forgot Password link. After you have answered the security questions, your password will be reset.

Fig. 1 - The home page of Fusion Applications after logging in

After logging in to Fusion Applications the home page will appear, the screenshot of which has been shown above. The different elements present on the home page are discussed below:

The Global Area

The top portion of the page is called the Global Area (circled in the screenshot below). This Global Area will be visible on all pages within the application, irrespective of the function.

Fig. 2 - The Global Area of the Fusion Applications

Home

The first icon is the Home icon, which brings you to the home page of the application.

Navigator

The second icon from the left, the Navigator icon (Compass symbol - circled in the screenshot below), brings up the Navigator menu. The Navigator menu provides a list of all the tasks available for the user to perform, depending on his/her role defined in the system.

Fig. 3 - The Navigator icon and menu

Favourites and Recent Items

The Favourites icon ('Star' symbol) will show favourites and recent items for the user. To add pages to your favourites, click on the Add to Favorites link. Recent items are added based on the page history of the user.

Watchlist

The Watchlist icon (circled in the screenshot below) brings up the Watchlist menu, which has a list of items that require the user’s attention, depending on his/her role. A dashboard version of the watchlist is also viewable on the home page of the application, as discussed subsequently.

Fig. 4 - The Watchlist menu

Recent Notifications

The bell icon brings up the notifications and approvals for the user that are related to his/her tasks. A dashboard version of this is viewable on the home page of the application, as discussed subsequently.

Accessibility

The Accessibility icon (circled in the screenshot below) can be used to modify the look and feel of the interface - fonts, colours, etc.

Fig. 5 - The ‘Accessibility’ icon

Help

The Help icon is a very useful tool for getting information about the items on a page. When you click on the Help icon, it turns orange (as shown in the screenshot below), and smaller orange icons appear next to the items on the page (circled in the screenshot below). Clicking on one of these will bring up a help menu on the right of the screen with context-sensitive help articles about the items.

Fig. 6 - The ‘Help’ icon turns orange after clicking it

Settings and Actions

When you click on your username on the right of the Global Area, a menu of Settings and Actions for the user will drop down. The items on the menu are used for configuring settings for the user.

For example, the Set Preferences option is used to configure preference settings for the user, like regional preferences, language preferences, accessibility preferences, password, etc.

The Watchlist preferences can be used to enable or disable any item that shows up on the Watchlist.

Dashboards

Dashboards are sections that appear on pages in the applications. The dashboards present on the home page are discussed below.

Watchlist

The Watchlist dashboard (circled in the screenshot below) shows a list of exception items that require your attention. This depends on the role of the user that has signed in to the application. In this case, the role of the user is FAAdmin. The numbers in the bracket denote the number of such instances of the respective item.

Worklist: Notifications and Approvals

The Worklist: Notifications and Approvals dashboard present to the right of the Watchlist displays any notifications or approvals related to tasks that need to be brought to the attention of the user. The user can then perform relevant activities on those notifications when they appear.

Activity Stream

The Activity Stream dashboard present below the Worklist is something of an “internal social media”. Here, the user can share, discuss, and converse with his/her colleagues and clients. It is also called the Oracle Social Network (OSN). The conversation history is saved and stored along with the project.

(continued in Part 2)

Krishnaa Lakshmanan

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