Introducing EPM Cloud Planning Quick Start Checklists
Thank you to Kathy Day and Shannon Murray, part of the User Assistance Development team, for the presentation.
Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by roles for Service Administrators, Power Users, Users, and Viewers.
- Navigate to Planning on the Help Center.
- Select your role, then open a checklist.
- Follow the steps to learn, connect to communities, and perform initial tasks like set up your environment, log in, enter data, analyze forms, and use reports.
Reposted with permission from the Source.