Timing (m) # Complete?

Yes
Yes
Yes
Yes
Yes

Yes

Yes
Yes

6940754

Yes

Yes
Step Application

Define Responsibilities Syadmin

Add Install Base Menu to OM Menu Sysadmin

Add Install Base Menu to OM Menu Sysadmin

Modify OM workflows workflow Builder

Assign Line Workflows in OM

Setup Internal Party

Setup Install base Parameters

Setup IB Tracking

Set Profile Option

Set up Product Search Column Definitions application developer > Lookup > OAL Lookup

Create IB User Functional Administrator

Schedule and Expire End Date Instance Oracle Install Base admin

Setup HZ Locations ( If Not There) Install Base Admin

Set CSI Lookup Code Values Install Base Admin

ADD ib Function to US IB Sysadmin

Step Description

US Install Base Setup

US Install Base Administrator
US Install Base Agent User
US Install Base HTML Service User

Menu = ONT_SALES_ORDERS
Add Installed Base Transaction Details Function

Menu = ONT_SALES_ORDERS
Add Function IB Maintain Systems

Install Base Interface - workflow Function needs to be added to

Aramark Healthcare HCT (Internal Party)

Aramark Healthcare HCT (Internal Party)

CSI: Allow Install Parameter Update = Yes at site Level

CSI Contracts Enabled = Yes
CSI Default Instance Status = Created
CSI: UI Default Selection of View Details Dropdown
SERVICE Master Inventory Validation Org
HR: Security Profile = US ALL
CSI: Enable Contracts For Open Interface Yes
Service: Inventory Validation Organization TIC

Lookup code = CSI_PRODUCTS_TABLE_DEF_COLS

Assign CSI_NORMAL_USER Role to User

Request > Submit Request

Expire End Dated Instance
Install Base Open Interface

Setup > Maintain Locations

Lookups
CSI_SYSTEM_TYPE
CSI_INST_TYPE_CODE

You can only Add to IB if the User Function Name Service Orders: Add to IB is associated with your responsibility.
responsibility.