Practices For Lesson 1 - Course Overview

Practices for Lesson 1:
Functional Setup Manager
Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Practices for Lesson 1: Course Overview 01_01FUNCTIONAL SETUP MANAGER_ACTIVITY GUIDE

Effective 03/28/11 Page 1 of 6 Rev 1
Practices for Lesson 1: Functional Setup Manager
Practices Overview
In these practices, you create an implementation project, assign implementation tasks to users,
and access the implementation project tasks.

Practice 1-1: Creating an Implementation Project
Overview
You are a member of the Workforce Deployment implementation team for InFusion Corporation
and were tasked with creating the implementation project and assigning implementation tasks.
In this activity, you create your project using the default features and assign all of your
implementation project tasks to yourself.
Assumptions
You have the Application Implementation Manager or Application Implementation
Consultant role to create an implementation project.
Replace XX with your student number (TL1...TL20) as assigned by your instructor.
Time: 20 minutes
Tasks
Sign In and Navigate
1. Sign in as hcm_implXX.
2. Click the Navigator icon.
3. On the Navigator menu under Tools, select Setup and Maintenance to enter the Setup
and Maintenance work area. In the Tasks pane, click Manage Implementation Projects
to open the Manage Implementation Projects page.
Tasks
4. In the Search Results section, click the Create icon.
Location: Create Implementation Project: Enter Basic Information page
5. In the Name field, enter XX Workforce Deployment.
6. Press Tab.
7. Confirm that the project is automatically assigned to your user ID in the Assigned To list.
8. Click Next.
Location: Create Implementation Project: Select Offerings to Implement page
9. In the Workforce Deployment row, select Include.

10. Click Save and Open Project
Location: Implementation Project: XX Workforce Deployment page
Information
At this point, you should have created and saved the XX Workforce Deployment project,
which was automatically assigned to your user ID.
Assigning Implementation Tasks
11. In the Task Lists and Tasks section, select the Workforce Deployment row.
12. Click Assign Tasks.
Location: Assign Tasks dialog box
13. Click the Select and Add icon.
Location: Select and Add: Users dialog box
14. In the User ID field, enter your user ID.
15. Click Search.
16. Select the row containing your user ID.
17. Click Apply.
18. Click Done.
Location: Assign Tasks dialog box
19. Click Save and Close.
Location: Implementation Project: XX Workforce Deployment page
20. Click Done.
Location: Manage Implementation Projects page
21. Click Done.
Location: Setup and Maintenance work area, Overview page
22. Click the Implementation Projects tab.

23. Click XX Workforce Deployment in the table.

Accessing Implementation Projects and Tasks
Depending on your role, you see some or all of the following tabs on the Setup and
Maintenance work area, Overview page.
Overview Tabs
Implementation Projects
View and manage implementation project details.
Assigned Implementation Tasks

Address any tasks that are assigned to you.
All Tasks
Access one or more of the task lists and tasks for all of your offerings.
Implementation managers: Access all of the tasks within each implementation project.
Implementation consultant (functional user): Access only your assigned tasks.
Task Filters
You can filter assigned implementation tasks by:
Implementation project
Status
Due date
Completing Assigned Tasks

All of the tasks assigned to the functional user (implementation consultant) are accessible from
a single page.
Click Go to Task to open the relevant page, regardless of the product that owns the
task.
After you finish performing a task and you click Done, you are returned to the page from
you which you initiated the task.
Example: You initiate most tasks in this course from the Implementation Project: XX
Workforce Deployment page, so this is the page to which you return when you click
Done or Cancel for the task.
Note: It is the responsibility of the user to update the task status.


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Practices for Lesson 1:

Functional Setup Manager

Copyright 2014, Oracle and/or its affiliates. All rights reserved.