Friday, October 17, 2008

How To: "Personalize Collaborator Workbench"

Collaborator workbench is an web-based thin client platform, which acts as a launch pad for various applications, like Worksheets, Business Modeler, Demand Planner etc.. Also it provides a task list for users to work on and empowers them with number of dashboards showing trends, KPIs and business driving factors.

You can completely personalize collaborator workbench as per your role, responsibility and daily routine work. The order and looks of each pane can be modified by user, with ease.

Selecting & Organizing Panes:

You can easily select & manage the panes, change their order of arrangement, select relevant KPI dashboards, member browser content panes, etc. This all can be done by simply using the "Personalize" option available on top-right corner of Collaborator workbench. You will see all the available contents and one can choose based on their usage and need, which contents should be shown on their personal collaborator workbench. One can also move the contents up and down, e.g. you can have "My Tasks" pane on the top and can push the "My Worksheets" pane down.

Personalize "My Worksheets" pane:

It starts with selecting most common and most used worksheets under pane "My Worksheets", by clicking on "Personalize" button on up right corner of pane "My Worksheets". You shall see all the relevant worksheets in and then you can pick ones you want to be shown in the workbench.

Manage "My Tasks" pane:

"My Tasks" pane is like your mail box for Demantra environment, you will get tasks/notifications/alerts/attachments as list items under your content pane "My Tasks". One should ensure completed tasks are removed from the list, so that list of tasks doesn't grow like anything.

Note:

1. Remember that you should not keep lot of Dashboards on your workbench as it can significantly increase the loading time.

2. Treat your collaborator workbench as your office desk, and try to keep only important items on it. Keep it simple and clean to improve your efficiency.

For more details on Collaborator Workbench, read "Demantra Collaborator Workbench User's Guide 7.0.2 " @ http://download.oracle.com/docs/cd/E11885_01/demantra/html/docset.html

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