A I I ST T Ktu Assigning Setup Tasks To Users

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Assigning
A i i Setup
S t Tasks
T k to U
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

t Users
Oracle University and Global Resources for Information Technology use only
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
Objectives
After completing this lesson, you should be able to do the
following:
• Assign and reassign users to set up task in an
implementation
p p
project
j
• Monitor the progress of user assignments
Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 2

Managing User Assignments
After an Implementation Project is created and customized (if necessary), to get the right list
of setup tasks, implementers will assign those tasks to the appropriate functional users
(who, in turn, will enter setup data) and specify due dates. Afterward, the implementers will
continue to manage and monitor the assignments over the course of the implementation
project.
Assignment Due Dates
When users are assigned to tasks, specifying due dates are optional but strongly
recommended. The due dates help implementers to monitor the progress of the assignments,
which in turn will determine the progress of the overall implementation project.

Assigning Unassigned Tasks
Unassigned tasks can be assigned to users in either of the following two ways:
1. From Implementation Project task hierarchy by drilling down to the details of an
Implementation Project from Manage Implementation Projects
2. From the Implementation Projects tab of the Overview page, which is the landing
page within the Setup and Maintenance work area
Assigning Single or Multiple Users
A single user or multiple users can be assigned to a Task. If multiple users are assigned, then
the same due date can be assigned to all of them or each assigned user could have a
different due date.
date Each individual assigned user will be able to perform the task independent
of the other assigned users.
Assigning Users to Task Lists
If users are assigned to a Task List, those users will be assigned to all Tasks in all
subsequent levels of the Task List.
Reassigning Tasks to a Different User
Any and all tasks assigned to a particular user can be reassigned to a different user if needed.
needed
When reassigning, a new due date can be specified if desired.
Assigning Additional Users
If additional users are needed to be assigned to a task that already has other users assigned
to it, then implementers can select those tasks from the task hierarchy of an Implementation
Project and assign to more users.

Monitoring User Assignments
• Implementers will monitor user assignments from the Implementation Projects tab of
the Overview page, which is the landing page in the Setup and Maintenance work area.
• S p
FSM provides
o des a number
u be o of g
graphical
ap ca views
e s to monitor
o to a and
daanalyze
a y e tthe
epprogress
og ess o
of tthe
e
assigned tasks.
• Implementers can view the details by drilling down on the graphs.

Assignments by Status
This pie chart shows the statuses of the assigned Tasks as percentages of the total number
of tasks in an Implementation Project. Placing the cursor on a section of the pie shows the
p
actual number of Tasks with the specific status. The Task statuses are ppredefined and used
by assigned users to indicate the progress of their work. Implementation project managers
can drill down on any section of the graph to see the assignment details.
What Are the Assignment Statuses?
The available statuses are:
• Not Started
• In Progress
• Completed
• Execution Frozen
• Submitted
• Completed with Errors
• Completed with Warnings
Assignments by Due Dates
This is a column graph that shows the number of assignments with due dates in various
predefined time periods. Each column is further broken down in stacks representing different
task statuses within a specific time period.
What Are the Predefined Periods for the Due Dates?
FSM uses the following set of predefined due date periods:
• Past Due – Any Due Date older than this week
• This week
• Next week
• In 3 weeks
• In 4 weeks
• None – Without a specified due date
The due date of a task assignment is compared with today’s date to determine which time
period a task falls into.
Assignments by Task Lists
This stacked column graphs shows the total number of tasks as columns for each of the task
list in an Implementation Project. This includes Tasks from all subsequent children levels of
the Task List. Each column is further broken down by Task Status, which represents the
stacks in a column. Because the Task Lists are organized in a hierarchy in an Implementation
Project, the graph displays only the top nodes of an Implementation Project at first. Users can
drill down on each graph to view the next-level details.

Monitoring Resource Status
Top 5 Resources with Incomplete Tasks by Due Dates

This stacked column graph shows the top five users who have the most number of
incomplete tasks (or Tasks with status anything other than ‘Completed’)
Completed ) as columns, which
are further broken down by Due Date periods as stacks within a specific column.
Top 5 Task Allocations
This stacked column graph shows the top five users with most assignments filtered by due
date periods. Each user’s allocation is further broken down by task statuses, which represent
the stacks within a column. The default filtering is set to This Week. Task statuses and due
date periods are shown in the slide.

Demonstration: Assigning Users to Tasks
1. Navigate to the Setup and Maintenance work area.
2. Click Manage Implementation Projects in the task pane area.
3 Search Implementation Project by Name = ‘FSM
3. FSM Intro Training’
Training .
4. Drill down on the Implementation Project name to see the implementation project task
list.
5. Select Incentive Compensation and click the Assign Tasks button.
6. Click the Select and Add icon and search for User ID = HR_IMPL.
7. Select the returned result and click the Done button.
8 Click
8. Cli k th
the Due
D D Datet column
l and
d add
dd a ddue d
date.
t
9. Click Save and Close to exit.
10. Point out that all tasks belonging to Incentive Compensation are assigned to HR_IMPL
with the specified due date.

User Assignment Quiz Questions
Quiz Question 1
From where do you assign setup tasks to users?
Quiz Question 2
Can you assign multiple users to the same task?
Quiz Question 3
Can tasks be reassigned to another user?
Quiz Question 4
How do you monitor user assignments?

User Assignment Quiz Answer Key
Quiz Question 1: From where do you assign setup tasks to users?
• Either from the task list of an Implementation Project by drilling down to the details of the
Implementation Project from the Manage Implementation Projects page
• Or, from Overview > Implementation Projects (tab) > Assignment Details (subtab)
Quiz Question 2: Can you assign multiple users to the same task?
• Yes, task/task lists can be assigned to multiple users.
Quiz Question 3: Can tasks be reassigned to another user?

• Yes, tasks can be reassigned to another user.
Quiz Question 4: How do you monitor user assignments?

• You can monitor assignments from Overview > Implementation Projects (tab) and drill
down on the graphs to see more details.

Summary
In this lesson, you should have learned how to:
• Assign and reassign users to set up task in an
implementation project
• Monitor the progress of user assignments


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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.

COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

After completing this lesson, you should be able to do the

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 2

Managing User Assignments

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 3

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 4

Monitoring User Assignments

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 5

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 6

Monitoring Resource Status

Top 5 Resources with Incomplete Tasks by Due Dates

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 7

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 8

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 9

Quiz Question 3: Can tasks be reassigned to another user?

Quiz Question 4: How do you monitor user assignments?

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 10

In this lesson, you should have learned how to:

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 8 - 11

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