Windows and their Navigation Paths
This topic shows the default navigation paths for all the windows in Oracle Training Administration, as they are supplied. The responsibility that you use determines which of these windows you can use and how you access them. Your system administrator sets up navigation menus for your responsibility.
Activities
- Choose Activities in the Navigator.
Assignments for Restricted Event (Oracle HR users only)
1. Choose Events -> Scheduled in the Navigator.
2. Enter or query an event and check the Restricted box.
3. Choose the Assignments button.
Availability
1. Choose Resources -> Bookings in the Navigator.
2. Select a Resource Type and enter a date in the From field.
3. Choose the Availability button.
Book Required Resources
1. Choose Resources -> Bookings in the Navigator.
2. Check the Use Event check box.
3. Choose the Book Required button.
Book Resources
- Choose Resources -> Bookings in the Navigator.
Business Group Information
1. Choose Organizations -> Training Organizations in the Navigator.
2. Enter or query a Business Group.
3. Choose the Others button.
Calendar
- Choose Customer and Supplier Setup -> Calendar in the Navigator.
Category Usages
- Choose Setup -> Category Usages in the Navigator.
Checklist
1. Choose Resources -> Bookings in the Navigator.
2. Query a scheduled event in the Search for Event window.
3. Check the Use Event check box in the Book Resources window.
4. Choose the Show Checklist button.
Choose Set of Books
- Choose Customer and Supplier Setup -> Choose Set of Books in the Navigator.
Competencies Delivered
1. Choose Activities in the Navigator.
2. Enter or query an activity.
3. Choose the Competencies button.
Copy Activity
1. Choose Activities in the Navigator.
2. Enter or query an activity.
3. Choose the Copy Objects button.
Copy Price List Entries
1. Choose Finance -> Price Lists in the Navigator.
2. Query the price list on which you want to copy entries.
3. Choose the Copy Entries button.
Copy Price List
1. Choose Finance -> Price Lists in the Navigator.
2. Query the price list you want to copy.
3. Choose the Copy List button.
Copy Template
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Functions button and select Template.
Customer Addresses
1. Choose Organizations -> Customers in the Navigator.
2. Enter or query a customer.
3. Choose the Open button.
Customers
- Choose Organizations -> Customers in the Navigator.
Customers for Restricted Event
- Choose Enrollments -> Customer in the Navigator.
Define Set of Books
- Choose Customer and Supplier Setup -> Define Set of Books in the Navigator.
Define System Options
- Choose Customer and Supplier Setup -> Define System Options in the Navigator.
Development Events
- Choose Events -> Development in the Navigator.
Enrollment Agreements
- Choose Finance -> Enrollment Agreements in the Navigator.
Enrollment Detail
- Choose Enrollments -> Student in the Navigator.
Enrollment Mass Update
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Mass Update button in the Enrollment Summary window.
Enrollment Status History
1. Choose Enrollments -> Student in the Navigator.
2. Choose the History button in the Enrollment Detail window, and select Enrollment Status History..
Enrollment Statuses
- Choose Setup -> Enrollment Statuses in the Navigator.
Enrollment Summary
- Choose Enrollments -> Student in the Navigator.
Enter Categories
1. Choose Activities in the Navigator.
2. Enter or query an activity.
3. Choose the Categories button.
Enter Person
- Choose Personal Information in the Navigator.
Event Categories
1. Choose Events -> Scheduled in the Navigator.
2. Enter or query an event.
3. Choose the Categories button.
Event Search
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Functions button and select Event Search.
Event Sessions
1. Choose Events -> Scheduled in the Navigator.
2. Enter or query an event.
3. Choose the Sessions button.
Event Status Change
1. Choose Events -> Scheduled in the Navigator.
2. Enter or query an event.
3. Choose the Change Status button.
Finance Header
- Choose Finance -> Finance Headers and Lines in the Navigator.
Finance Header Cancellation
1. Choose Finance -> Finance Headers and Lines in the Navigator.
2. Query the header in the Finance Header window.
3. Choose the Cancel Invoice button.
Finance Header Re-creation
1. Choose Finance -> Finance Headers and Lines in the Navigator.
2. Query a header in the Finance Header window that has the status Successful Transfer.
3. Choose the Cancel/Recreate button.
Finance Header Reinstatement
1. Choose Finance -> Finance Headers and Lines in the Navigator.
2. Query the header in the Finance Header window.
3. Choose the Reinstate button.
Finance Lines
1. Choose Finance -> Finance Headers and Lines in the Navigator.
2. Enter or query a finance header.
3. Choose the Finance Lines button.
Financials Options
- Choose Customer and Supplier Setup -> Financials Options in the Navigator.
Find Events
1. Choose Events -> Event Search in the Navigator.
2. Choose the Find button on the Toolbar.
Letter Definitions
- Choose Letters -> Definitions in the Navigator.
Letter Requests
- Choose Letters -> Requests in the Navigator.
Location
- Choose Organizations -> Locations in the Navigator.
One-Time Events
- Choose Events -> One-Time in the Navigator.
Organization
- Choose Organizations -> Training Organizations in the Navigator.
Personal Information (Oracle HR users only)
1. Choose Personal Information in the Navigator.
Personal Profile Values
- Choose Setup -> User Profile Options in the Navigator.
Prepurchased Amount
1. Choose Finance -> Enrollment Agreements in the Navigator.
2. Enter or query a prepurchase agreement.
3. Choose the Finance button.
Price Lists
- Choose Finance -> Price Lists in the Navigator.
Price List Date Change
1. Choose Finance -> Price Lists in the Navigator.
2. Query the price list in the Price List window
3. Choose the Change Dates button.
Programs
- Choose Events -> Programs in the Navigator.
Program Default Events
1. Choose Events -> Programs in the Navigator.
2. Enter a title to identify the program.
3. Select a category of activities.
5. Check the Restricted check box to restrict enrollments to internal students, otherwise, leave the box unchecked.
6. Select the price basis for the program:
7. Enter the price basis details.
9. Choose the Defaults button.
Program Default Event Edit
1. Choose Events -> Programs in the Navigator.
2. Query the event to edit.
3. Choose the Defaults button.
QuickCodes
- Choose Setup -> QuickCodes in the Navigator.
Request Letter
- Choose Letters -> Requests in the Navigator.
Resource
- Choose Resources -> Definitions in the Navigator.
Resource Usages
1. Choose Activities in the Navigator.
2. Enter or query an activity.
3. Choose the Resources button.
Resources Booked
1. Choose Resources -> Bookings in the Navigator.
2. Choose the Resource Search button in the Book Resources window.
Resources Search
1. Choose Resources -> Bookings in the Navigator.
2. Query a scheduled event in the Search for Event window.
3. Check the Use Event check box in the Book Resources window.
4. Choose the Resource Search button.
Scheduled Event
- Choose Events -> Scheduled in the Navigator.
Search for Event
- Choose Events -> Event Search in the Navigator.
Setup Options
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Functions button and select Setup Options.
Skill Provisions
1. Choose Activities in the Navigator.
2. Enter or query an activity.
3. Choose the Skills button.
Special Information Types
- Choose Setup -> Skill Types in the Navigator.
Student Enrollment History
1. Choose Enrollments -> Student in the Navigator.
2. Choose the History button in the Enrollment Detail window, and select Student Enrollment History..
Suppliers
1. Choose Organizations -> Suppliers in the Navigator.
2. Choose the Open button.
Suppliers Summary
- Choose Organizations -> Suppliers in the Navigator.
Template
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Functions button and select Template.
Update Student Competencies
1. Choose Enrollments -> Student in the Navigator.
2. Choose the Functions button and select Update Student Competencies.
View Reports
- Choose Reports -> View Reports in the Navigator.
