![For Internal Use Only – Fusion Apps Internal Training
UI Shell: Local Area
• Focus of the user’s work
• Contains all of the transactions, information, and actions that
users need to accomplish their tasks
[ No-Tabs Model ]
[ Static and Dynamic Tabs Models ]](https://image.slidesharecdn.com/uxconceptsforcommonman-230916061035-e6efc9a2/85/UXConcepts-for-common-man-ppt-10-320.jpg)
UXConcepts for common man.ppt
- 1. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training
- 2. <Insert Picture Here> Fusion Design Concepts George Hackman Senior Director, Operations Applications User Experience
- 3. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training Agenda • The UI Shell • Work Areas • Fusion Collaboration Features • Analytics • Design Patterns • Appendix
- 4. For Internal Use Only – Fusion Apps Internal Training Key Fusion Design Concepts User Interface (UI) Shell and Workareas Collaboration Tools Analytics Design Patterns
- 5. For Internal Use Only – Fusion Apps Internal Training FusionGPS.us.oracle.com
- 6. For Internal Use Only – Fusion Apps Internal Training Key Fusion Design Concepts UI Shell and Workareas
- 7. For Internal Use Only – Fusion Apps Internal Training The UI Shell •Global area •Regional area •Local area •Contextual area •The UI shell is a four-part framework that organizes content and functionality in a consistent manner. The parts are:
- 8. For Internal Use Only – Fusion Apps Internal Training UI Shell: Global Area • The Global area contains a common set of high-level tools and services that are consistently available on every page of the Fusion suite • Home Dashboard, Navigator, Global Worklist, Enterprise Search, Preferences, Help, and so on • Contents remain unchanged across all pages
- 9. For Internal Use Only – Fusion Apps Internal Training UI Shell: Regional Area • Provides quick access to tools that support a business process • Includes components that directly effect the Local area • Includes: • Tasks pane • Regional search • Quick create • Reports and analytics
- 10. For Internal Use Only – Fusion Apps Internal Training UI Shell: Local Area • Focus of the user’s work • Contains all of the transactions, information, and actions that users need to accomplish their tasks [ No-Tabs Model ] [ Static and Dynamic Tabs Models ]
- 11. For Internal Use Only – Fusion Apps Internal Training UI Shell: Contextual Area • Based on the cursor’s location in the Local area, one or more panels in the Contextual area can update to show related information • Related information is designed to support transactional work and decision-making
- 12. For Internal Use Only – Fusion Apps Internal Training What Are Work Areas? • A new organizing element in Fusion applications • A collection of related pages designed to support a specific user role in accomplishing a specific business goal • The place where most users perform most of their work in the system
- 13. For Internal Use Only – Fusion Apps Internal Training Purpose and Benefits of Work Areas • Provide all of the tools, information support, and related objects that a user needs to efficiently perform a task • Knowledge workers: Support decision-making and problem- solving • Transaction workers: Support efficient and accurate contribution • All user types: Present information within the work area’s specific informational context
- 14. For Internal Use Only – Fusion Apps Internal Training Purpose and Benefits of Work Areas • Increase user productivity • Keep users in context • Streamline common tasks • Enable multitasking • Increase design consistency across product families • Optimize usability for a specific primary user role • Each work area may be used by other secondary roles. • Flexible structure optimizes page design for specific roles and tasks.
- 15. For Internal Use Only – Fusion Apps Internal Training Work Area Tab Models • Depending on the focus and complexity of a work area, its structure can adopt one of the following models: • No tabs • Dynamic tabs • Static tabs
- 16. For Internal Use Only – Fusion Apps Internal Training No Tabs Model • Most common in Fusion • Less complex than tabbed models • Simpler, less cluttered UI
- 17. For Internal Use Only – Fusion Apps Internal Training Dynamic Tabs Model • Designed to support true multitasking among multiple objects and tasks • Overview tab is static; all others may be closed
- 18. For Internal Use Only – Fusion Apps Internal Training Static Tabs Model • Designed to reduce a large object (or business process) into four or fewer smaller pieces • Tabs do not close
- 19. For Internal Use Only – Fusion Apps Internal Training Key Fusion Design Concepts Collaboration Tools
- 20. For Internal Use Only – Fusion Apps Internal Training Fusion Collaboration Features Pervasive collaboration tools • Contextual actions • Tags • Optional collaboration tools • Group spaces • Blogs, discussion forums, wiki documents • Links • Interaction journal • Tasks
- 21. For Internal Use Only – Fusion Apps Internal Training Contextual Actions • Common, suite-wide objects that have proximal options that provide immediate and efficient access to appropriate actions • Design goals • Information and actions when and where you need them • Ubiquitous yet unobtrusive • Immediately available, but not annoying • Available on demand, not by accident • Discoverable, but uncluttered • Enable teams to pull in actions and detail without • Overloading current work area • Recoding—virtually no additional effort required FusionGPS - UI designs and demo
- 22. For Internal Use Only – Fusion Apps Internal Training Contextual Actions Internal Person (Worker) Personal status Social networking Communication actions
- 23. For Internal Use Only – Fusion Apps Internal Training Contextual Actions Objects Object Provider Mandatory/Optional External Organization TCA Mandatory External Person (B2C) TCA Mandatory External Person (B2B) TCA Mandatory Bill to Customer TCA Mandatory Internal Person HCM Mandatory Item SCM Optional Supplier Site Procurement Mandatory Project Projects Optional Address ATK Mandatory
- 24. For Internal Use Only – Fusion Apps Internal Training Tags • Enable end users to add keywords (tags) to business objects • Categorization or grouping of objects is by end users (folksonomy), rather than by the system or applications administrator (taxonomy) • Searching and browsing for objects is facilitated • Mandatory on SES objects
- 25. For Internal Use Only – Fusion Apps Internal Training Tags On-Hover Tooltip and On-Click Dialog
- 26. For Internal Use Only – Fusion Apps Internal Training Tags Tag Center
- 27. For Internal Use Only – Fusion Apps Internal Training Group Spaces • Service provided to Apps by Webcenter, which provides an easy way for users to create their own ad hoc collaborative groups around a project or business artifact • Bundle of collaboration and Web 2.0 tools into a common experience • Announcements • Group event calendar • Group to dos • Membership management • Wiki • Blog • Discussion forums • Document repository • User-definable tags and links • Lists, a lightweight spreadsheet • RSS
- 28. For Internal Use Only – Fusion Apps Internal Training Group Spaces Related Group Spaces to Business Object
- 29. For Internal Use Only – Fusion Apps Internal Training Group Spaces Within Workarea
- 30. For Internal Use Only – Fusion Apps Internal Training Key Fusion Design Concepts Analytics
- 31. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training Analytics in Fusion Applications • In-home dashboards • In transactional dashboards, work areas, or transactional pages (either in the local or contextual areas) • Auxiliary to a business process, launched from the reporting pane and appears in a secondary window or local area Dashboards Transactional Pages Reporting Contextual Area Local Area Reporting Pane Report
- 32. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training Analytic Technologies ADF DVT (Data Visualization Technology) OBI EE (Oracle Business Intelligence Enterprise Edition) BIP (BI Publisher) • Hyperion for Financial reporting, such as Balance Sheet, Cash Flow Statement • Native Fusion Applications data visualization toolset for rich user experience and deep integration of transacting and analysis • For ad hoc reporting and reporting requiring warehouse data, complex queries, and analytic operations • High-volume operational reporting, such as Payroll reports • Statutory reports and other highly formatted, pixel-perfect reports, such as 1099
- 33. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training Which Analytics Technologies Apply Where • The entire Home Dashboard can be created in OBIEE with UI Shell (we call it BI Dashboards). • Alternatively, Home Dashboard can be created by dropping individual ADF DVT or OBIEE regions from Webcenter Catalog. • Transactional Dashboards, work areas, or transactional pages can contain regions created either in OBIEE or in ADF DVT. • Reporting pane can be a launching point to both printable (BI Publisher) reports and interactive (OBIEE) reports, as well as Hyperion reports. OBIEE DVT BIP OBIEE OBIEE DVT OBIEE Dashboards Transactional Pages Reporting
- 34. For Internal Use Only – Fusion Apps Internal Training Key Fusion Design Concepts Design Patterns
- 35. For Internal Use Only – Fusion Apps Internal Training What’s New for Fusion UIs • New interactive components (menus, toolbars) • New look and feel (more easily adjustable) • Fully leverages Fusion Middleware technology • Much larger development community (PSFT, JDE, Siebel, Forms) • More innovation • More rope to hang ourselves Drives need for a new approach to UI guidelines.
- 36. For Internal Use Only – Fusion Apps Internal Training The Fusion Approach
- 37. For Internal Use Only – Fusion Apps Internal Training What is a Design Pattern? • Each pattern is a three-part rule that expresses a relationship between a certain context, a problem, and a solution. • Chistopher Alexander • Examples • Yahoo • Welie.com • Design of Sites.com
- 38. For Internal Use Only – Fusion Apps Internal Training
- 39. For Internal Use Only – Fusion Apps Internal Training
- 40. For Internal Use Only – Fusion Apps Internal Training Patterns Provide • Quality • Consistency: proven, higher-level building blocks • Good usability: patterns based on proven, tested interaction methods • Efficiency • Less flux in UI creation and review process • Patterns fully supported by Fusion Middle Ware • Leverage • Patterns enable high quality and consistent design to be created by development and PM organizations
- 41. For Internal Use Only – Fusion Apps Internal Training FusionGPS and Support Levels
- 42. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training
- 43. <Insert Picture Here> Appendix Extra Slides
- 44. For Internal Use Only – Fusion Apps Internal Training Pattern Review Process • Pattern list based on PK flows, R12 reviews, pillar input • Each pattern: four Levels of review • Internal steering group • Apps-UX designers • Apps pillar team • ATG and ADF • Developer and PM liaison: Tommy Li • Conduct usability and feedback sessions with developers and PMs to get feedback on the process and content • Patterns with new interaction methods have been usability tested
- 45. For Internal Use Only – Fusion Apps Internal Training What About Guidelines (BLAF)? • Guidelines cover detailed design (for example, buttons) • Usage specifications coming in late summer • Produced by ST – UX team • All guidelines are available on FusionGPS • Go there last (not first) when you are ready to do detailed design. Use patterns first. • Actively engage the user experience team if you need to use guidelines.
- 46. For Internal Use Only – Fusion Apps Internal Training Object Models • Depending on the focus and complexity of a work area, its structure can adopt one of the following models: • Multiple objects • Facilitates short, simple tasks across many objects • Single object: • The user processes many details of a single, complex object Example: • Work area name: Projects • Object type: Project • Complex single object: Columbus Center
- 47. For Internal Use Only – Fusion Apps Internal Training Multiple Objects Model • Facilitates short, simple tasks across many objects • May contain one or more object types Example: Receipts work area Object types include: • Expected Shipment Lines • Received lines awaiting inspection • Received lines awaiting put-away • Unordered receipts Work Area Name Tasks, search, reports and analytics may pertain to all object types in the work area
- 48. For Internal Use Only – Fusion Apps Internal Training Single Object Model • The user processes many details of a single, complex object • Facilitates completing complex, time-consuming work on an object • Object-centric structure keeps the user in context; provides a focused environment • Hierarchy 1. Object or process type (for example: Projects or Collections) 2. Single object (for example, Columbus Center or “Vision Corporation”) May switch objects from within single-object work areas
- 49. For Internal Use Only – Fusion Apps Internal Training Single Object Model: Example Example: • Object type: Projects • User-selected single object: Columbus Center • User processes many details of this single object, including: • Budgets • Forecasts • Project performance Work Area Name: Single Object Work Area Name: Object Type Tasks, search, and reports and analytics pertain to the single object focus of the work area (Columbus Center)
- 50. For Internal Use Only – Fusion Apps Internal Training Work Area Entry Experience • Overview • Delivers status and summary information across all objects in the work area • Navigate to transactions via summary information links • Helps users know what they need to do to move forward with their work • Manage <Object Type> • If the work area does not contain business intelligence (BI), a Worklist, or analytics, a Manage <Object Type/Business Process> tab can be employed in lieu of the Overview page • Considered a less desirable entry experience than Overview • Requires the user to search
- 51. For Internal Use Only – Fusion Apps Internal Training Overview Page • Purpose • Push key tasks and relevant information to a specific user role • Orient the user to content and functionality inside the work area • Offer easily discoverable navigation paths to tasks and activities that support productivity • Local area content may include: • Worklist • Analytics: tabular and graphic • Checklist
- 52. For Internal Use Only – Fusion Apps Internal Training Example: Shipments Overview
- 53. For Internal Use Only – Fusion Apps Internal Training For Internal Use Only – Fusion Apps Internal Training Analytics Editors • Analytic regions on the dashboard can be moved around, added, or removed with Page Composer and Resource (Webcenter) Catalog. • OIBEE environment, Answers (either full or wizard) can be launched to enable editing content of Analytic regions that are built in OBIEE and to create new OBIEE content. • BIP environment can be launched to eanble editing or creating of new BIP reports. Webcenter Catalog OBIEE Answers BIP
- 54. For Internal Use Only – Fusion Apps Internal Training More Information • Work area definition process • http://fusiongps.us.oracle.com/process/content/design/workareas/index.htm • Work area guideline • http://fusiongps.us.oracle.com/guidelines/content/guidelines/workareamodels/index .htm • Draft revisions to dynamic tabs section • http://apps- ux.us.oracle.com/fusiongps_staging/guidelines/content/guidelines/workareamodels /index_dtabs.htm
- 55. For Internal Use Only – Fusion Apps Internal Training 55 More Information • Fusion GPS content • Information Display Pattern Set • Analytics Display Guideline • Analytics FAQ • Reporting Guideline • Dashboards Guideline • Across technologies • Use Case Classification and Technology Recommendations • Fusion Applications Artifact Lifecycle document • ADF DVT • DVT Info • DVT @ ADF Faces • DVT @ Fusion Developer's Guide for Oracle ADF • BI Applications 11g • BI Apps 11g Wiki • Home dashboards • Home Page technical Uptake Document • BI Publisher • BI Publisher @ Security Guide