101730: Successful Use of Page and Field Configurator… and Lessons Learned Jessica Becker 7/18/18

Agenda About Savannah River Nuclear Solutions (SRNS) Use of Page and Field Configurator Use of ADS to Migrate Post Go-live User Experience My Oracle Support Community (MOSC) Ideas Open Discussion

About Savannah River Nuclear Solutions (SRNS)

About SRNS Savannah River Nuclear Solutions, LLC. (SRNS) is the Management and Operating Contractor for the Department of Energy (DOE) Savannah River Site (SRS) near Aiken, SC. SRNS, a Fluor Partnership with Newport News Nuclear and Honeywell, employs about 5,000 people. The DOE’s 310-square-mile SRS is located in the central Savannah River region of South Carolina. The Site has over 15,000 acres devoted to industrial facilities, research laboratories and supporting infrastructure.

About SRNS SRNS is responsible for: The Site’s nuclear facility operations, with the exception of the liquid waste facilities; The Savannah River National Laboratory Environmental stewardship and cleanup Disposition of nuclear material All administrative functions SRS processes and stores nuclear materials in support of national defense and US nuclear nonproliferation efforts. The SRS also develops and deploys technologies to improve the environment and treat nuclear and hazardous wastes left from the Cold War.

About SRNS PeopleSoft Platform Recent FSCM Update FSCM since Oct 2011 HR since 2002 Current version FSCM- PI 26 HRMS- PI 25 (update in progress) Current PeopleTools version- 8.56.07 Recent FSCM Update PI 19 to PI 26 (full image update) PT 8.54 to 8.56 Database upgrade 11.2.04 to 12.1.02 51% of site population is Baby Boomer, 27% is Millennial Managed on premise Number of Users FSCM- 8,500 HRMS- 7,000

Use of Page and Field Configurator

Defaulting Values Use Case: Return to Vendor/Supplier is a problematic area for SRS. The RTV needs to be entered correctly and there are many handoffs during the process. SRS only wants to use an RTV for Credit and Replace, not Exchange. If it is not entered correctly, downstream processing is not smooth, causing more work on the back end. Options without Page and Field Configurator Training- Users were trained but continue to make the error Customize- Remove Exchange from the drop down. Though customization is low complexity, it was not desired. Options with Page and Field Configurator Default Return Action to Replace User can select Credit as needed User can still select Exchange, but it is less likely with the default

Defaulting Values

Page Labels Use Case: Options without Page and Field Configurator In the Define Item page, there are delivered custom fields reserved for an organization’s use. SRS has a purpose for several fields and wanted the page/field label to reflect those purposes. Options without Page and Field Configurator Customize- Change the page/field label to the desired label. Though customization is low complexity, it was not desired. Options with Page and Field Configurator Change page/field label to reflect the desired label.

Page Labels

However… During testing: It was realized that the labels should match on the Review Items page (additional configuration) PS Query does not reflect the configured label (makes sense) Page and Field Configurator currently only works on Classic and Classic Plus pages. Not all fields on component could be found to use as criteria. But… Page and Field Configurator is GREAT for some things, may want to re-consider others.

Page Labels

Screenshots

Migration

App Designer and Application Data Set Utilized App Designer project to include Related Content Services for each component configured.  Note, include related definitions: Content Configurations Content Layout ADS using ADS definition EOCC_CONFIGURATION for each component configured

ADS Continued Screenshot of ADS (required for each component configured)

Life Cycle Management Approach Verification of Page and Field Configurator use will need to be included as part of a PUM Image Update project to assess impacts.  The tool provides a mechanism to validate the Component; but provides very limited information. 

Post Go-live User Experience

May seem small, but impactful Data Number of RTV use of Exchange prior to Page and Field Configurator: 21 Number of RTV use of Exchange after Page and Field Configurator: 0 May seem small, but impactful

MOSC Ideas to Support

Extend Page and Field Configuration tool to Search Records If you use the "Modify Label" feature you are enabled to change the page label, but this does not transfer to the Search record for the component where a modified label is on the search record.

Page and Field Configurator- Enable HyperLink when Page is Display Only Page and Field configurator (PFC) does support hyperlinks and push buttons. The actions supported in PFC are Hiding links, Disabling Links & Changing Labels.  However, it currently doesn’t support having the entire page display only and then choosing hyperlinks or any other field to be active. It would be great to Enable HyperLinks when Page is Display Only instead of customizing the Page.Field.

Page and Field Configurator Improvement suggestions Allow selection of Multiple fields at once - In case we have to disable multiple fields from a page, currently we have to select one field at a time. It will be useful if a checkbox is added on the fields list grid to select multiple fields in one go. Display Record field in the selected fields list instead of just the field name. When a page has same field names from different record, this can really help in avoiding confusion.

Page and Field Configurator - Improve criteria options Logic operations – AND/OR More criteria options – Begins with, Between, Contains This Idea is currently Under Review by Oracle!!!

Page and Field Configurator - Add defer processing checkbox Request to add defer processing as an option in Page and Field Configurator.

Open Discussion

Please complete a session evaluation Session ID: 101760 Contact Info: Jessica.Becker@srs.gov Tel: 612.701.7078