Tuesday, September 23, 2008

How CMU uses Framework Personalizations

In this presentation, Carnegie Melon showed the personalization options they used with Internet Expenses. These personalizations can be used with any SSWA.

CMU implemented OIE because of Pcards. They setup separate templates for PCards and Expense Reports.

There were a 4 profile options that needed to be set. (Download presentation for full list)

Have to be on the page to customize the page by clicking the 'Personalization' link. The presenter did a demonstration of the following:
  • Removing a button.
  • Changed the button name
  • Rename column labels
  • Hide columns
  • Changed field column names
  • You can also hide train links (You can remove steps along the process)
  • Had to add plsql to manage the train link when the user navigates backward.
  • Reorder the columns
  • Add items
Miscellaneous items:
  • CMU has users upload their receipts to the expense report. They are using the attachment functionality in OIE.
  • You can deactivate personalizations to troubleshoot issues.
  • There is a report you can use to view Personalizations from the functional administrator responsibility.
Reference: Oracle OpenWorld 2008 Session: Using Oracle Application Framework Personalizations to Give Your Self-Service Applications a Custom Look and Feel

Presenters:
Ryan Jackson
Financial Systems Manager
Carnegie Mellon University
ryanj@andrew.cmu.edu

Don Riggs
Consultant, Oracle Financial Applications
Solution Beacon
ddriggs@solutionbeacon.com

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