| Navigation Model | |
| Version 2.0.0.0 | |
| Contents |
| Overview | |
The Oracle Fusion Navigation model provides user navigation through a system and represents the organizational model of the system using components in the user interface (UI). The following diagram illustrates the primary components in the UI Shell that make up the model. Other navigation elements, such as Tasks and Related Object panes, worklist items, and local area toolbars are addressed in detailed design.
This section covers the Navigation model, specifically the main Navigator menu and identification of work areas and dashboards that populate the Navigator (also know as the main menu). Design Goals The Navigation model design goals of Oracle Fusion applications:
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| Defining the Navigation Model from Task Decomposition | |
The following diagram illustrates how what you collect during the decomposition process is used in the Navigation model and UI Shell.
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| Identifying Work Areas |
Based on the decomposition analysis of your users' tasks and objects, you can determine which dashboards and work areas you'll need. All Oracle Fusion content will be contained in or accessed from a work area or a dashboard. For more information about work areas, see the Introduction to Work Areas Guideline. |
| Identifying Transaction Dashboards | |
There are three kinds of dashboards:
What Is a Transaction Dashboard? Transaction dashboards are core to the business process. These dashboards provide centralized, role-based launching pads into key tasks, as well as a way to monitor the status of the underlying transactions, per business domain (sales, finance, customer relationship management, projects, supply chain, manufacturing, and so on), corporate function (employee, manager, executive, and so on), or user object (appraisals, learning, expenses). The dashboards offer users quick navigation to a work area when appropriate, or they can support lightweight actions (like approve) directly and in context. When Should I Include a Transaction Dashboard? Transaction dashboards are needed when a user role needs to monitor access or act upon information across related activities and user objects in a particular domain. For more information about dashboard types, see the Dashboards Guideline. |
| Structuring the Navigator | |
Once you have identified the work areas and dashboards in your product, you are ready to create your Navigator structure. To create your Navigator structure, you create a descriptive heading and list the work areas and dashboards that you have identified under it. The heading varies depending on how your product is structured. You may structure your work areas in one of two ways, each of which should represent a major business goal:
The following illustrations highlight each approach. |
| Multiple User Objects and Associated Activities | |
If your product is centered around multiple user objects with associated activities, then the heading will be a User Object Group heading that describes the objects under it. Sometimes this user object group heading will link to a dashboard, depending on the results of your analysis in identifying transaction dashboards.
Multiple User Objects and Associated Activities Example When you label your user objects, ensure that you have used simple noun forms as shown in the following illustration. The use of the terms "work area" and "dashboard" are not included. The following menu items are listed for an employee (worker) role.
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| User Object with Multiple Work Areas |
If you have business goals supported by your product that are centered on a single large user object, then your work areas will be broken into business goals, represented as activities. Your heading will also likely be the name of that user object. Sometimes this user object heading will also link to a dashboard, depending on the results of your analysis in identifying transaction dashboards.
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| Consolidated Menu |
A full outline of the menu for a fixed asset manager is depicted in the following table. In this case, the fxed asset manager is also a line manager. As indicated in the previous figures, you may have secondary levels within your product. You must determine your user object and task hierarchy in order to know what levels to include. Also notice that there is a Tools section in the Navigator. Do not duplicate these tools as work areas under your group headings. In general, do not cr eate tool-based work areas. Instead, arrange the tools around the activities and user objects that are used to accomplish the business goal.
The following figure displays the same menu that would appear for users. However, this figure is a rendering for illustrative purposes only; the actual menu may be different.
Here is a rendering of a Navigator menu with tertiary level links appearing in a submenu.
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| Creating the Navigation Model Schematic |
The Navigation Model Schematic enables you and the gatekeepers to understand in an immediately visible way the high-level navigation as it occurs for any given role. You will use the information that you have compiled in the decomposition spreadsheet, including roles, tasks, and work area mappings, to create one schematic for each role supported by each product. The schematic is not a detailed wireframe design--it is only a representation of how the high-level navigation works.
Here is an example Navigation Model Schematic. |
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| Figure 8. Example of a high-level role based Navigational Model schematic |