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Oracle Utilities

Meter Solution

Business User Guide

Release 2.3.0.2

F21771-01

September 2019

Oracle Utilities Meter Solution Business User Guide

Release 2.3.0.2

F21771-01

September 2019

Documentation build: 9.6.2019 12:52:28 [D1_1567792348000] Copyright © 2010, 2019, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected

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3Contents

Functional Overview...........................................................................................................................................................10

Glossary of Terms..............................................................................................................................................................13

High Level Administration Areas........................................................................................................................................16

Additional Resources..........................................................................................................................................................16

User Interface Standard Features.................................................................................................................17

Page Components..............................................................................................................................................................17

The Application Toolbar..................................................................................................................................................18

Home Button................................................................................................................................................................18

Admin Menu.................................................................................................................................................................20

Back Button.................................................................................................................................................................21

History Button..............................................................................................................................................................21

Forward Button............................................................................................................................................................22

About Button................................................................................................................................................................22

User Menu...................................................................................................................................................................22

Menu Item Search.......................................................................................................................................................23

Help Button..................................................................................................................................................................24

Page Title Area...............................................................................................................................................................24

Page Actions Toolbar..................................................................................................................................................25

Bookmark Button......................................................................................................................................................25

Next/Previous Item Buttons......................................................................................................................................25

Duplicate Button.......................................................................................................................................................26

Delete Button............................................................................................................................................................26

Clear Button.............................................................................................................................................................28

Save Button..............................................................................................................................................................28

Refresh Button.........................................................................................................................................................28

Object Display Area........................................................................................................................................................28

Multiple Tabs...............................................................................................................................................................29

Text Box.......................................................................................................................................................................30

Date Only Field............................................................................................................................................................31

Date and Time Field....................................................................................................................................................32

Search Button..............................................................................................................................................................33

Context Menu Button...................................................................................................................................................34

Go To Button...............................................................................................................................................................34

Broadcast Button.........................................................................................................................................................34

Embedded Help Icon...................................................................................................................................................34

Work Lists....................................................................................................................................................................35

Scroll Bars with Dynamic Height.................................................................................................................................35

Sorting Functionality....................................................................................................................................................36

Get More Functionality................................................................................................................................................36

Adding and Removing Rows Using Arrows................................................................................................................37

Reorganizing Items Using the Up and Down Arrows.................................................................................................37

Required Field Indicator..............................................................................................................................................39

Accordion Windows.....................................................................................................................................................39

Row Summary and Chunk Management.................................................................................................................40

Dashboard Area..............................................................................................................................................................40

Script Area......................................................................................................................................................................40

Portal Pages.......................................................................................................................................................................40

Portals Are Made Up Of Zones......................................................................................................................................41

Users Must Be Granted Security Access To Each Zone...............................................................................................42

Zones May Appear Collapsed When A Page Opens.....................................................................................................42

Some Portals Allow User Customization........................................................................................................................43

Dashboard Portal............................................................................................................................................................43

Bookmarks Zone..........................................................................................................................................................44

Current To Do Zone....................................................................................................................................................44

Favorite Links Zone.....................................................................................................................................................45

Favorite Scripts Zone..................................................................................................................................................46

Favorite Searches Zone..............................................................................................................................................46

Switch Language Zone................................................................................................................................................46

To Do Summary Zone.................................................................................................................................................46

Work List Zone............................................................................................................................................................46

Zone Types and Characteristics.....................................................................................................................................47

Common Characteristics of Zones..............................................................................................................................47

Zone Visibility...........................................................................................................................................................47

Control Zone Headers..............................................................................................................................................47

Explorer Zones............................................................................................................................................................47

Search Criteria / Filter Area.....................................................................................................................................47

Description Bar.........................................................................................................................................................48

Results Area.............................................................................................................................................................48

Title Bar....................................................................................................................................................................49

Configurable Columns..............................................................................................................................................52

Multi-Query Zones....................................................................................................................................................53

Map Zones...................................................................................................................................................................53

Open Map Maintenance Icon...................................................................................................................................54

Timeline Zone..............................................................................................................................................................54

Common Base Portals and Zones.................................................................................................................................55

All-In-One Portal..........................................................................................................................................................55

List Zone...................................................................................................................................................................55

Separate Query and Maintenance Portals..................................................................................................................56

Query Portal Search Zone.......................................................................................................................................56

Maintenance Portal..................................................................................................................................................56

Process Flow...................................................................................................................................................................57

Fixed Pages........................................................................................................................................................................57

Maintenance Pages........................................................................................................................................................57

The Unique Identifier Area..........................................................................................................................................57

Confirmation & Error Messages..................................................................................................................................58

Warning If Unsaved Changes Exist............................................................................................................................58

Query Pages...................................................................................................................................................................58

The Search Area.........................................................................................................................................................58

User Preferences................................................................................................................................................................58

User - Main.....................................................................................................................................................................59

User - To Do Roles........................................................................................................................................................60

User - Access Security...................................................................................................................................................61

User - Bookmarks...........................................................................................................................................................61

User - Portal Preferences...............................................................................................................................................61

User - Favorite Links......................................................................................................................................................62

User - Favorite Scripts....................................................................................................................................................63

User - Characteristics.....................................................................................................................................................64

User - Miscellaneous......................................................................................................................................................64

Initiating Scripts..................................................................................................................................................................64

Shortcut Key Summary......................................................................................................................................................66

Asset Management..........................................................................................................................................69

About Assets...................................................................................................................................................................69

Maintaining Assets..........................................................................................................................................................71

Asset Activities...................................................................................................................................................................72

About Asset Activities.....................................................................................................................................................72

Maintaining Asset Activities............................................................................................................................................73

Asset Activity Generators...................................................................................................................................................73

About Asset Activity Generators.....................................................................................................................................73

Maintaining Asset Activity Generators............................................................................................................................74

Asset Completion Events...................................................................................................................................................75

About Asset Completion Events.....................................................................................................................................75

Maintaining Asset Completion Events............................................................................................................................75

Asset Inbound Communications.........................................................................................................................................76

About Asset Inbound Communications..........................................................................................................................76

Maintaining Asset Inbound Communications..................................................................................................................76

Asset Locations..................................................................................................................................................................77

About Asset Locations....................................................................................................................................................77

Maintaining Asset Locations...........................................................................................................................................77

Asset Replication................................................................................................................................................................77

About Asset Replication..................................................................................................................................................77

Maintaining Asset Replication.........................................................................................................................................78

About Manufacturers.......................................................................................................................................................78

Maintaining Manufacturers..............................................................................................................................................78

Mass Asset Disposition Update.........................................................................................................................................79

Service History...................................................................................................................................................................79

About Service History.....................................................................................................................................................79

Maintaining Service History............................................................................................................................................80

About Specifications........................................................................................................................................................80

Maintaining Specifications...............................................................................................................................................81

Device Management........................................................................................................................................82

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