Oracle Cloud Accessibility Guide for Oracle Planning and Budgeting Cloud E

Transcription

1 Oracle Cloud Accessibility Guide for Oracle Planning and Budgeting Cloud E

2 Oracle Cloud Accessibility Guide for Oracle Planning and Budgeting Cloud, E Copyright 2017, 2018, Oracle and/or its affiliates. All rights reserved. Primary Author: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

3 Contents Documentation Accessibility Documentation Feedback 1 Introduction Overview 1-1 Requirements for Screen Reading Technology 1-1 Recommendations 1-1 General Considerations and Notes 1-2 Using Keyboard Equivalents 1-2 Online Help Application Management Using Screen Readers 2-1 Keyboard Equivalents 2-1 Global Keyboard Equivalents 2-1 Menus 2-2 Administration Tasks 2-2 Application Management Tasks Data Management Accessibility Features 3-1 Recommended Screen Reader Settings 3-1 Using Screen Reader Mode 3-1 Using the Tab Key 3-2 Accessibility Details 3-2 Activating Keyboard Shortcuts in Browsers 3-2 Setup and Configure-System Settings 3-2 Setup and Configure-Application Settings 3-2 iii

4 Setup and Configure-User Settings 3-2 Setup and Configure-Oracle NetSuite Source Connection Authentication Types 3-3 Setup: Register Source System 3-3 Setup: Register Target Application 3-3 Setup: Integration-Import Format 3-4 Setup: Integration-Location 3-5 Setup: Integration-Period Mapping 3-5 Setup: Integration-Category Mapping 3-5 Setup: Data Load-Logic Group 3-6 Setup: Data Load-Check Rule Group 3-7 Setup: Data Load-Check Entity Group 3-9 Setup: Reports-Report Definition 3-10 Setup: Batch-Batch Definition 3-11 Workflow: Data Load-Data Load Rule 3-13 Workflow: Data Load-Data Load Mapping 3-13 Workflow: Other-Report Execution 3-13 Workflow: Monitor-Process Details Planning, Oracle Planning and Budgeting Cloud, and Oracle Enterprise Planning and Budgeting Cloud Accessibility Features 4-1 Using Screen Reader Mode 4-2 Enabling Screen Reader Mode in the Simplified Interface 4-3 Working with the Dashboard in Accessibility Mode 4-3 Adding Artifacts to a Dashboard in Accessibility Mode 4-3 Adding a Chart in Accessibility Mode 4-3 Adding a Form or Ad Hoc Grid in Accessibility Mode 4-4 Adding a URL in Accessibility Mode 4-4 Adding Commentary in Accessibility Mode 4-4 Changing the Dashboard Layout in Accessibility Mode 4-4 Keyboard Equivalents 4-4 Access for Left Pane Accordion Controls 4-5 Accelerator 4-5 Menus 4-28 Main Menu 4-29 File Menu 4-29 Edit Menu 4-29 View Menu 4-30 Tools Menu 4-30 Administration Menu 4-31 iv

5 Help Menu 4-32 Tool Bar 4-33 Predictive Planning Keyboard Equivalents 4-33 Strategic Modeling Keyboard Equivalents Calculation Manager Enabling Accessibility for Calculation Manager 5-1 Enabling Color Contrast 5-1 Navigating in the Script Editor 5-2 Configuring for JAWS 5-2 Working in Accessibility Mode 5-2 Working with Business Rules 5-3 Using the Tab Key in the User Interface 5-3 Calculation Manager Keyboard Equivalents 5-3 Global Toolbar 5-4 System View 5-5 Filter View 5-6 Deployment View 5-6 Custom View 5-7 Rule Designer 5-8 Template Designer 5-11 Ruleset Designer 5-15 Variable Designer 5-16 Database Properties 5-17 Database Tuning 5-21 Script Debugger 5-22 Script Designer 5-22 Formula Component 5-23 Global Find and Replace 5-24 Common Dialog 5-25 Selector Dialog 5-27 Online Help 5-28 Using Global Navigation Shortcuts 5-28 Accessibility Behaviors for General User Interface Elements Financial Reporting Accessibility for Financial Reporting 6-1 v

6 7 Predictive Planning in Smart View Enabling Accessibility for Predictive Planning in Smart View 7-1 Predictive Planning in Smart View Accessibility Features 7-1 Using the Tab and Arrow in the Predictive Planning User Interface 7-2 Tab Order in Dialogs 7-2 Keyboard Equivalents for the Predict Ribbon 7-2 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes 7-3 Keyboard Equivalents for Labeled Dialog Controls, General Users 7-3 Keyboard Equivalents for Dialog Controls Without Labels or Alt Activations, General Users 7-9 Keyboard Equivalents for Set Up Form Dialog Smart View About Smart View Accessibility 8-1 Enabling Accessibility for Smart View 8-1 Smart View for Office 2007 Ribbon Keyboard Equivalents 8-2 Smart View Ribbon Keyboard Equivalents for Excel Smart View Ribbon Keyboard Equivalents for Word and PowerPoint Planning Ribbon Keyboard Equivalents for Excel Planning Ad Hoc Ribbon Keyboard Equivalents for Excel Smart View for Office 2010 Ribbon Keyboard Equivalents 8-7 Smart View Ribbon Keyboard Equivalents for Excel Smart View Ribbon Keyboard Equivalents for Word and PowerPoint Planning Ribbon Keyboard Equivalents for Excel Planning Ad Hoc Ribbon Keyboard Equivalents for Excel Smart View for Office 2013 Ribbon Keyboard Equivalents 8-12 Smart View Ribbon Keyboard Equivalents for Excel Smart View Ribbon Keyboard Equivalents for Word and PowerPoint Planning Ribbon Keyboard Equivalents for Excel Planning Ad Hoc Ribbon Keyboard Equivalents for Excel Smart View for Office 2016 Ribbon Keyboard Equivalents 8-18 Smart View Ribbon Keyboard Equivalents for Excel Smart View Ribbon Keyboard Equivalents for Word and PowerPoint Planning Ribbon Keyboard Equivalents for Excel Planning Ad Hoc Ribbon Keyboard Equivalents for Excel Smart View Panel Navigation Financial Reporting Explore Repository Using Global Navigation Shortcuts 9-1 vi

7 Accessibility Behaviors for General UI Elements 9-2 Accessibility for Explore Tree and Explore List 9-3 Accessibility For the Content Tab Bar 9-4 Accessibility for the Properties Dialog Box 9-4 Accessibility for the Show Columns Dialog Box 9-5 Accessibility for the Favorites Manager Dialog Box 9-5 Accessibility For the File Dialog Box 9-5 Accessibility For Creating Books and Batches 9-6 vii

8 Documentation Accessibility Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit lookup?ctx=acc&id=info or visit if you are hearing impaired. viii

9 Documentation Feedback To provide feedback on this documentation, send to or, in an Oracle Help Center topic, click the Feedback button located beneath the Table of Contents (you may need to scroll down to see the button). Follow EPM Information Development on these social media sites: LinkedIn - Twitter - Facebook - Google+ - # /posts YouTube - ix

10 1 Introduction Overview Related Topics Overview Requirements for Screen Reading Technology Recommendations General Considerations and Notes Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired. For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website. All videos for this cloud service have HTML equivalent topics. Requirements for Screen Reading Technology Recommendations To use the accessibility features provided, you must satisfy these general requirements in addition to any component - specific requirements in individual chapters: 1. Ensure that you have the Service Administrator role assigned to your user account. 2. Enable screen reading software on Internet Explorer as follows: a. Launch Planning and Budgeting Cloud Workspace, select File, and then select Preferences. b. Select General, then Enable Screen Reader Support, and then click OK If you change the Enable Screen Reader Support preference setting during a session, restart your browser.. You may also have to log off, and then log back in. If you use screen reading software, Oracle recommends that you use Internet Explorer; some service component screens may not display properly if you use Google Chrome. 1-1

11 Chapter 1 General Considerations and Notes General Considerations and Notes Note these general considerations for using keyboard equivalents and for online help. Using Keyboard Equivalents Online Help When you use keyboard equivalents, note that: The underlined letter that typically appears in a menu title, menu item, or button text is called a mnemonic. Because Oracle considers mnemonics to be selfdocumenting, additional documentation for mnemonics is not necessarily provided. You can use mnemonics where they are implemented. Some mnemonics are repeated. For example, on the File menu, the underlined mnemonic D is used for both the Delete and the Deactivate menu items. When mnemonics are repeated, the first time you press D, the item to be deleted is highlighted. Press Enter to Delete or press D again to highlight the Deactivate button, and then press Enter to Deactivate. trokes listed are standard for PCs. ios standard keys may be different. If you use a release later than Firefox 1.5, use Alt+Shift for Alt as the modifier. When screen reader support is enabled, the help window is rearranged so that the help topic is first in document order, displaying above the help toolbar. This is to ensure that the screen reader reads the help topic first when online help is invoked. Additional information you may need when using online help: To help screen reader users, when a page loads in the Help Topic frame, scripting shifts focus to the loaded document. For example, when help is opened, focus is set on the Help Topic frame document. Use the Virtual PC Cursor option in the screen reader to read the help topic. Press Insert+Z to toggle the Virtual PC Cursor and use JAWS commands to read the text. HTML elements such as form controls typically function as would be expected for your browser (and screen reader, if applicable). Exceptions: Contents page: The tree that displays the selected help system s table of contents, includes these link types: * Links containing the target topic titles. If you activate these links, the target topic opens in the Help topic frame, and focus moves to that topic. * Links that open subtopics. When focus is on these links, screen reader reads one of the following: * Collapse Node if the subtopic links are expanded; activating the link removes the subtopic links from the tab order. * Expand Node if the subtopic links are collapsed; activating the link places the subtopic links in the tab order. After activating this type of link, the next link in the tab order is the topic, followed by any subtopics. 1-2

12 Chapter 1 General Considerations and Notes These links are located before their corresponding topic links in tab order. Press Shift+Tab to determine whether a topic has subtopics; if the screen reader reads Expand Node or Collapse Node, then the topic has subtopics. Index and Contents pages: When a selection is made from the "Select product" drop-down list, the values currently on the "Select help system" dropdown list change to reflect the help system types available for the product. After changing the product, you must select the desired help system type. Search page: If you are using a screen reader, and are in the search form or the forms to select a different help system in the Index and Contents tabs, the screen reader may use the Enter key for some purpose other than submitting the form. For example, the screen reader may use Enter to toggle Forms Mode in some contexts. If that happens, you can submit the form by using the shortcut for moving focus to the next button. If the "All" checkbox is selected in "Search help for the following products," any selected product check boxes are cleared. If the "All" checkbox is selected in "Search help for the following products," and then a product checkbox is selected, then the "All" checkbox is cleared. If the "All" checkbox is selected in "Search the following types of help systems," any selected help type check boxes are cleared. If the "All" checkbox is selected in "Search the following types of help systems," and then a help type checkbox is selected, then the "All" checkbox is cleared. Table 1-1 Online Help Keyboard Shortcuts Ctrl+Shift+1 Open and move focus to the table of contents page, in the Navigation frame. The displayed Table of Contents entries are for the help system that contains the currently displayed help topic. The Table of Contents consists of frames containing the following: A form to select a Table of Contents for a different help system. If you select a different help system, the help topic frame is also updated to display the help system's launch page. The Table of Contents links. 1-3

13 Chapter 1 General Considerations and Notes Table 1-1 (Cont.) Online Help Keyboard Shortcuts Ctrl+Shift+2 Ctr+Shift+3 Ctrl+Shift+4 Open and move focus to the index, in the Navigation frame. The displayed index entries are for the help system that contains the currently displayed help topic. The index consists of frames containing the following: A form to select an index for a different help system. If you select a different help system, the help topic frame is also updated to display the help system's launch page. Shortcut links to index entries, which are grouped by letter. Index entry links Open and move focus to the Search frame in the Navigation frame. Move focus to the content frame, which is the frame that contains help topics and search results. Note: If a page is not reading as expected, try toggling off Forms Mode. Ctrl+Shift+5 Move focus to the toolbar frame, which contains links to various help features. Note: The toolbar includes a link to the help topic describing accessibility information. 1-4

14 2 Application Management Related Topics Using Screen Readers Keyboard Equivalents Using Screen Readers Oracle recommends that you use Internet Explorer as your browser if you use a screen reader. If you are in accessible mode and want to read editable text fields, use your screen reader in Virtual PC Cursor mode as described in your screen reader documentation. Keyboard Equivalents When you use keyboard equivalents, note that: The underlined letter that typically appears in a menu title, menu item, or button text is called a mnemonic. Because Oracle considers mnemonics to be selfdocumenting, no additional documentation for mnemonics is provided. Some mnemonics are repeated. For example, on the File menu, the underlined mnemonic D is used for both the Delete and the Deactivate menu items. Pressing D highlights an item to be deleted. To delete the item, press Enter. Or press D again to highlight the Deactivate button, and then press Enter to deactivate. If you use a release later than 1.5 of Firefox, use Alt+Shift for Alt as the modifier. Global Keyboard Equivalents Table 2-1 Global Keyboard Equivalents F10 Ctrl+0 Ctrl+G Ctrl+T Ctrl+Y Ctrl+F4 Space F9 Focus on and activate the first menu on the menu bar. Focus on the first object in the View pane. Focus on the task tabs. Focus shifts to the current task tab. Focus on the toolbar, and then use tab to select individual buttons. Focus on the current task tab in the Content area. Close the current tab (except the Browse tab). Activate the selected object in the View pane. Display the shortcut menu for the selected object in the View pane. 2-1

15 Chapter 2 Keyboard Equivalents Table 2-1 (Cont.) Global Keyboard Equivalents Ctrl+F6 Focus away from a task tab to the page frame. Menus Keyboard equivalents for menus are context sensitive, and different menu options are available for each type of task. Table 2-2 File Menu Menu Item Ctrl+N New group New application group Ctrl+O Ctrl+Shift+R Ctrl+D or Delete Open Properties Delete an object. This can be used after you select a group or application group. Table 2-3 View Menu Ctrl+Alt+0 Ctrl+F Ctrl+X Menu Item View Masthead Refresh Explore. This is available after you select an application in an application group. Table 2-4 Administration Menu Ctrl+Shift+T Menu Item View Provisioning Report Administration Tasks Use the following when performing administration tasks. Table 2-5 Migration Options Tab Alt+L Alt+S Alt+E Alt+R Close Save Delete application Create a report on the Artifact Change Report page 2-2

16 Chapter 2 Keyboard Equivalents Table 2-5 (Cont.) Migration Options Tab Alt+P Alt+X Print a report on the Artifact Change Report Details page Export data using a CVS file Table 2-6 Left File System Node Alt+I Alt+E Alt+E The same as clicking Finish on the Update dialog box Rename Export on the Modified Since page Application Management Tasks Use the following when working with application groups. Table 2-7 Artifact List Tab Alt+T Alt+E Alt+S Alt+C Alt+X Alt+L Artifact List button Selected Artifacts button Search Artifacts button Select All or Clear Selections button Export button Close Table 2-8 New or Modify Application Group Screen Alt+I Alt+L Alt+U Finish Close Update List Table 2-9 Export Dialog Box Alt+R Alt+L Export Close 2-3

17 Chapter 2 Keyboard Equivalents Table 2-10 Import Dialog Box Alt+I Alt+L Import Close Table 2-11 Move To Tab Alt+R Alt+Y Alt+S Search Display All Save Table 2-12 Copy Provisioning Tab Alt+R Alt+Y Alt+S Search Display All Save Table 2-13 Migration Status Report Alt+R Refresh 2-4

18 3 Data Management Related Topics Accessibility Features Recommended Screen Reader Settings Using Screen Reader Mode Using the Tab Key Accessibility Details Accessibility Features Tab Indexes are provided for group boxes, text boxes, and buttons. Tip: To have your screen reader announce the number of items in a group box, click Alt and the Up Arrow key. Abbreviations such as POV for Point of View are used across screens. Screen readers will read them as POV instead of "pee-oh-vee". To add abbreviation equivalents to the screen reader dictionary, so that you can replace POV with Point of View, refer to your screen reader documentation. Recommended Screen Reader Settings Turn PC Cursor Mode ON when tabbing through read-only fields in a table. Turn PC Cursor Mode OFF when entering data in editable fields. Using Screen Reader Mode Note the following: Use buttons, radio buttons, and check boxes for selection. Click icons for additional information. When a popup such as a confirmation of information message appears after you save or launch a rule, use the Down Arrow keys to read the message after the screen reader announces the popup. 3-1

19 Chapter 3 Using the Tab Key Using the Tab Key Accessibility Details The default tab order is from left to right, and top to bottom. The following topics contain detailed information about accessibility. Activating Keyboard Shortcuts in Browsers Table 3-1 Activating Keyboard Shortcuts in Various Browsers Browser Internet Explorer Mozilla Firefox Google Chrome Activation Keyboard Shortcuts Alt+Mnemonic Alt+Shift+Mnemonic Alt+Mnemonic Setup and Configure-System Settings Table 3-2 Setup and Configure-System Settings Mnemonic S C Saves the edit. Cancels the edit. Setup and Configure-Application Settings Table 3-3 Setup and Configure-Application Settings Mnemonic S C Saves the edit. Cancels the edit. Setup and Configure-User Settings Table 3-4 Setup and Configure-User Settings Mnemonic S C Saves the edit. Cancels the edit. 3-2

20 Chapter 3 Accessibility Details Setup and Configure-Oracle NetSuite Source Connection Authentication Types Table 3-5 Setup and Configure-Oracle NetSuite Source Connection Authentication Types Keyboard Equivalent Left Arrow and Right Arrow Tab Toggle between user-based or token authentication types. Navigate between entries. Setup: Register Source System Table 3-6 Setup: Register Source System Mnemonic S C A D Saves the edit. Cancels the edit. Adds a blank source system row so that you can add source system detail. Deletes the selected source system row. Setup: Register Target Application Table 3-7 Setup: Register Target Application Mnemonic S C A Saves the edit. Cancels the edit. Two Add buttons are available in the user interface. They are located as follows: 1. Target Application Summary region The first time the mnemonic A is typed on the keyboard, the control is placed in the Target Application Summary region. When you click Enter, a new target application can be selected from the Application window for registration. 2. Application (Dimension) Details region The second time the mnemonic A is typed on the keyboard, the control is placed in the Application (Dimension) Details region. When you click Enter, an additional dimension can be added for the target application. 3-3

21 Chapter 3 Accessibility Details Table 3-7 (Cont.) Setup: Register Target Application Mnemonic D R Two Delete buttons are available in the user interface. They are located as follows: 1. Target Application Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Target Application Summary region. When you click Enter, the selected target application is deleted (after you reconfirm the deletion by clicking OK). 2. Application (Dimension) Details region The second time the mnemonic D is typed on the keyboard, the control is placed in the Application (Dimension) Details region. When you click Enter, the selected dimension is deleted (after you reconfirm the deletion by clicking OK). Refresh metadata from the selected target application. Setup: Integration-Import Format Table 3-8 Setup: Integration-Import Format Mnemonic S C A D Saves the edit. Cancels the edit. Adds a blank Import Format row so that you can specify new import format detail. Two Delete buttons are available in the user interface. They are located as follows: 1. Import Format Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Import Format region. When you click Enter, the selected import format is deleted (after you reconfirm the deletion by pressing OK). 2. Import Format Mapping region The second time the mnemonic D is typed on the keyboard, the control is placed in the Import Format Mapping region. When you click Enter, the selected mapping is deleted. 3-4

22 Chapter 3 Accessibility Details Setup: Integration-Location Table 3-9 Setup: Integration-Location Mnemonic S C A D Saves the edit. Cancels the edit. Adds a blank Location row so that you can specify new location detail. Deletes the selected Location row. Setup: Integration-Period Mapping Table 3-10 Setup: Integration-Period Mapping Mnemonic S C A D Saves the edit. Cancels the edit. The Add button is available on all the tabs of the user interface: Global Mapping Application Mapping Source Mapping The Add button adds a blank Period Mapping row (on the tab in which the action was performed) so that you can specify new period mapping detail. The Delete button is available on all the tabs of the user interface: Global Mapping Application Mapping Source Mapping The Delete button deletes the selected Period Mapping row (on the tab in which the action was performed). Setup: Integration-Category Mapping Table 3-11 Setup: Integration-Category Mapping Mnemonic S C Saves the edit. Cancels the edit. 3-5

23 Chapter 3 Accessibility Details Table 3-11 (Cont.) Setup: Integration-Category Mapping Mnemonic A D The Add button is available on all the tabs of the user interface: Global Mapping Application Mapping The Add button adds a blank Category Mapping row (on the tab in which the action was performed) so that you can specify new category mapping detail. The Delete button is available on all the tabs of the user interface: Global Mapping Application Mapping The Delete button deletes the selected Category Mapping row (on the tab in which the action was performed). Setup: Data Load-Logic Group Table 3-12 Setup: Data Load-Logic Group Mnemonic S C A Saves the edit. Cancels the edit. Two Add buttons are available in the user interface. They are located as follows: 1. Logic Group Summary region The first time the mnemonic A is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, a blank Logic Group row is created so that you can add logic group detail. 2. Logic Items region The second time the mnemonic A is typed on the keyboard, the control is placed in the Logic Items region. When you press Enter, you can add a new logic item row. 3-6

24 Chapter 3 Accessibility Details Table 3-12 (Cont.) Setup: Data Load-Logic Group Mnemonic D Two Delete buttons are available in the user interface. They are located as follows: 1. Logic Group Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, the selected logic group is deleted (after you reconfirm the deletion by pressing OK). 2. Logic Items region The second time the mnemonic D is typed on the keyboard, the control is placed in the Logic Items region. When you press Enter, you can delete a selected logic item (after you press OK to confirm the deletion). Setup: Data Load-Check Rule Group Table 3-13 Setup: Data Load-Check Rule Group Component Mnemonic Check Rule Group S Saves the edit. Check Rule Group C Cancels the edit. Check Rule Group A Two Add buttons are available in the user interface. They are located as follows: 1. Check Rule Group Summary region The first time the mnemonic A is typed on the keyboard, the control is placed in the Check Rule Group Summary region. When you press Enter, a blank Check Rule Group Summary row is created so that you can add check rule group detail. 2. Rule Item Details region The second time the mnemonic A is typed on the keyboard, the control is placed in the Rule Item Details region. When you press Enter, a blank rule item is created in which you can specify check rule item detail. 3-7

25 Chapter 3 Accessibility Details Table 3-13 (Cont.) Setup: Data Load-Check Rule Group Component Mnemonic Check Rule Group D Two Delete buttons are available in the user interface. They are located as follows: 1. Check Rule Group Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Check Rule Group Summary region. When you press Enter, the selected check rule group is deleted (after you press OK to confirm the deletion). 2. Rule Item region The second time the mnemonic D is typed on the keyboard, the control is placed in the Rule Item region. When you press Enter, you can delete a selected rule item row (after you reconfirm the deletion by pressing OK). Rule Logic A Two Add buttons are available in the user interface. They are located as follows: 1. Rule Summary region The first time the mnemonic A is typed on the keyboard, the control is placed in the Rule Summary region. When you press Enter, a blank Logic Rule row is created so that you can add logic rule detail. 2. Display Summary region The second time the mnemonic A is typed on the keyboard, the control is placed in the Display Summary region. When you press Enter, a blank Display Rule row is created in which you can specify display rule detail. 3-8

26 Chapter 3 Accessibility Details Table 3-13 (Cont.) Setup: Data Load-Check Rule Group Component Mnemonic Rule Logic D Two Delete buttons are available in the popup. They are located as follows: Setup: Data Load-Check Entity Group 1. Rule Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Rule Summary region. When you press Enter, the selected Logic Rule row is deleted (after you reconfirm the deletion by pressing OK). 2. Display Summary region The second time the mnemonic D is typed on the keyboard, the control is placed in the Display Summary region. When you press Enter, you can delete a selected Display Rule row (after you reconfirm the deletion by pressing OK). Table 3-14 Setup: Data Load-Check Entity Group Mnemonic S C A Saves the edit. Cancels the edit. Two Add buttons are available in the user interface. They are located as follows: 1. Check Entity Group Summary region The first time the mnemonic A is typed on the keyboard, the control is placed in the Check Entity Group Summary region. When you press Enter, a blank Check Entity Group row is created so that you can add check entity group detail. 2. Entity Details region The second time the mnemonic A is typed on the keyboard, the control is placed in the Entity Details region. When you press Enter, a blank row is created so that you can specify entity detail information. 3-9

27 Chapter 3 Accessibility Details Table 3-14 (Cont.) Setup: Data Load-Check Entity Group Mnemonic D Two Delete buttons are available in the user interface. They are located as follows: 1. Check Entity Group Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, the selected Check Entity group is deleted (after you reconfirm the deletion by pressing OK). 2. Entity Details region The second time the mnemonic D is typed on the keyboard, the control is placed in the Entity Details region. When you press Enter, you can delete a selected Entity row (after you reconfirm the deletion by pressing OK). Setup: Reports-Report Definition Table 3-15 Setup: Reports-Report Definition Component Mnemonic Reports S Saves the edit. Reports C Cancels the edit. Reports A Two Add buttons are available in the user interface. They are located as follows: 1. Report Header region The first time the mnemonic A is typed on the keyboard, the control is placed in the Report Header region. When you click Enter, a blank Report Definition row is created so that you can add detail. 2. Report Parameter region The second time the mnemonic A is typed on the keyboard, the control is placed in the Report Parameters region. When you click Enter, you can add report parameters. 3-10

28 Chapter 3 Accessibility Details Table 3-15 (Cont.) Setup: Reports-Report Definition Component Mnemonic Reports D Two Delete buttons are available in the user interface. They are located as follows: Report Group S Saves the edits. Report Group C Cancels the edits. 1. Report Header region The first time the mnemonic D is typed on the keyboard, the control is placed in the Report Header region. When you click Enter, the selected report definition is deleted. (System supplied reports cannot be deleted. Only custom reports created by a user can be deleted.) 2. Report Parameter region The second time the mnemonic D is typed on the keyboard, the control is placed in the Report Parameters region. When you click Enter, you can delete report parameters. Report Group A Adds a blank report group row so that you can specify new report group detail. Report Group D Deletes a selected report group row. (System supplied report groups cannot be deleted. Only custom report groups created by a user can be deleted.) Setup: Batch-Batch Definition Table 3-16 Setup: Batch-Batch Definition Component Mnemonic Batch S Saves the edit. Batch C Cancels the edit. 3-11

29 Chapter 3 Accessibility Details Table 3-16 (Cont.) Setup: Batch-Batch Definition Component Mnemonic Batch A Two Add buttons are available in the user interface. They are located as follows: 1. Batch Definition Summary Header region The first time the mnemonic A is typed on the keyboard, the control is placed in the Batch Definition Summary Header region. When you click Enter, a blank Batch Definition row is created so that you can add detail. 2. Batch Jobs region The second time the mnemonic A is typed on the keyboard, the control is placed in the Batch Jobs region. When you click Enter, you can add rule details for the batch. Batch D Two Delete buttons are available in the user interface. They are located as follows: Batch Group S Saves the edits. Batch Group C Cancels the edits. 1. Batch Definition Summary region The first time the mnemonic D is typed on the keyboard, the control is placed in the Batch Definition Summary region. When you click Enter, the selected batch definition is deleted. 2. Batch Jobs region The second time the mnemonic D is typed on the keyboard, the control is placed in the Batch Jobs region. When you click Enter, you can delete a batch job. Batch Group A Adds a blank batch group row so that you can specify new batch group detail. Batch Group D Deletes a selected batch group row. 3-12

30 Chapter 3 Accessibility Details Workflow: Data Load-Data Load Rule Table 3-17 Workflow: Data Load-Data Load Rule Mnemonic S C A D R E Saves the edit. Cancels the edit. Adds a blank Data Load Rule row so that you can specify new rule detail. Deletes the selected Data Load Rule row (after you reconfirm the deletion by pressing OK). Refreshes the status of the executed rule. Launches a small window that shows the runtime parameters for the execution of a selected data load rule. Workflow: Data Load-Data Load Mapping Table 3-18 Workflow: Data Load-Data Load Mapping Component Mnemonic All Mappings tab S Saves the edit. All Mappings tab C Cancels the edit. Explicit / Between / In / Multi Dimension / Like Tabs Explicit / Between / In / Multi Dimension / Like Tabs Explicit / Between / In / Multi Dimension / Like Tabs Explicit / Between / In / Multi Dimension / Like Tabs Explicit / Between / In / Multi Dimension / Like Tabs Workflow: Other-Report Execution S C A D F Saves the edit. Cancels the edit. Adds a blank Mapping row so that you can specify new mapping details. Deletes the selected mapping row (after you reconfirm the deletion by pressing OK). Refreshes values from the source system. Table 3-19 Workflow: Other-Report Execution Mnemonic E Launches a small window that shows the runtime parameters for the execution of a selected report. 3-13

31 Chapter 3 Accessibility Details Workflow: Monitor-Process Details Table 3-20 Workflow: Monitor-Process Details Mnemonic R Refreshes the status of the selected Process ID. 3-14

32 4 Planning, Oracle Planning and Budgeting Cloud, and Oracle Enterprise Planning and Budgeting Cloud Related Topics Accessibility Features Using Screen Reader Mode Enabling Screen Reader Mode in the Simplified Interface Working with the Dashboard in Accessibility Mode Keyboard Equivalents Accessibility Features These features are provided: Support for screen readers and magnifiers Keyboard navigation equivalents for all objects Alt+Z to skip navigation links and read the main content area. Note that Alt+Z does not work in the simplified interface. Ctrl+F6 does not read this area. Alt and Title attributes for all objects, images, and page titles Support for expanding and collapsing trees using the Enter key and keyboard equivalents Data form access using keyboard equivalents Tab indexing, implemented from left to right on all pages In the simplified interface, you can click a button at the top right corner of the page that opens a dialog box with options for accessibility and color contrast Note: To read elements that are read only and do not get focus using keyboard navigation, use the arrow keys to read text. This applies, for example, to task list status in the simplified Interface. 4-1

33 Chapter 4 Using Screen Reader Mode Note: In Enterprise Planning and Budgeting, when moving to the Approvals subcomponent from another subcomponent, such as Revenue, a Filter popup may display. This feature allows an end user to submit, review, approve, or reject a planning unit. When the user comes to this feature, planning units are listed for the scenario and version that were most recently used (MRU) by them while entering data into forms. If no scenario and version were most recently used, a Filter popup displays that allows users to select the scenario and the version. The user can select the scenario and version member for which they want to see planning units. Using Screen Reader Mode When using the standard interface, when working with forms to enter data, disable Hide Selection. To select any shortcut menu option, you must first select the Show Selection checkbox and then the appropriate item or business artifact in order to be able to select the right context. In rule launch windows, select the corresponding buttons to invoke the member selector for runtime prompts. If, after you perform validations, cells contain errors, you must tab through each cell to locate those with errors. Clicking error messages in the Data Validation Summary does not place focus on the corresponding cell with errors. If you launch a secondary dialog box such as the member selector while in screen reader mode, in the simplified interface you must exit the dialog box by pressing the Esc key or other control button. In the standard UI, press Alt+Z to switch focus from the main dialog box to the secondary dialog box. You can then tab to navigate the dialog box. Use buttons, radio buttons, and check boxes for selection. For information icons, click icons for additional information. Popups appear in a new page. When a popup such as a confirmation message appears on save or rule launch, use the Down Arrow keys to read the message after the screen reader announces the popup. Use the same process for informational popups. Graphs and charts do not display; everything is rendered in table format. Use Ctrl+ and Alt+ arrow keys to read the content of such tables. Turn the PC Cursor Mode to ON when tabbing through read-only fields in a table. Turn the PC Cursor Mode to OFF when entering data in editable fields. Use the Ctrl+ and Alt+ arrow keys to read the contents of both read-only and editable tables, such as user variables, across all applications. In the simplified interface, when creating dashboards in screen reader mode, the links displayed in the left pane are not available for creating content in widgets. Instead, you can use the Chart, URL, and Commentary links within the widget to create content. 4-2

34 Chapter 4 Enabling Screen Reader Mode in the Simplified Interface To read the content of a text area, select all text inside the text area by pressing Ctrl+A. When the screen reader is on, to close any open dialog boxes, press Escape twice. To exit a popup when the screen reader is on, press the Escape key. To exit informational messages when the screen reader is on, press Tab. Note: In the left pane tree table, select the radio button adjacent to the items that are to be invoked, such as forms. Enabling Screen Reader Mode in the Simplified Interface In the simplified interface, you can click a button at the top right corner of the page that opens a dialog box with options for accessibility and color contrast. Working with the Dashboard in Accessibility Mode Use these procedures when working with the dashboard in accessibility mode in the simplified interface. Adding Artifacts to a Dashboard in Accessibility Mode To add artifacts to a dashboard in accessibility mode: 1. Click or tap Dashboards on the landing page. A list of existing dashboards is displayed with Create and Refresh buttons at the top. 2. Click or tap Create to open a blank dashboard. a. To add a new artifact to the dashboard, use the links displayed in each widget. The links are only visible if there is no artifact added to that widget. b. To update widgets that already contain an artifact, use the widget toolbar. To add a chart, URL, or commentary, click or tap Chart, URL, or Commentary to add the artifact to the dashboard. To add a form or an ad hoc grid, use the Chart link. Adding a Chart in Accessibility Mode To add a chart in accessibility mode: 1. Click or tap the Chart link in an empty widget. This creates a bar chart with placeholder data, displayed as a table in accessibility mode. 2. After the widget toolbar is activated, use the Settings link to update settings such as the widget header, chart formatting, and binding a form or ad hoc grid to the chart. 4-3

35 Chapter 4 Keyboard Equivalents Adding a Form or Ad Hoc Grid in Accessibility Mode To add a form or ad hoc grid in accessibility mode: 1. Add a chart as described in Adding a Chart in Accessibility Mode. 2. Click or tap the Settings link in the widget toolbar. 3. Click or tap a form or ad hoc grid from the Forms tab. 4. Click or tap the Charts tab, and then set Chart Type to None to display the form or ad hoc grid as a table. Adding a URL in Accessibility Mode To add a URL in accessibility mode: 1. Click or tap the URL link in an empty widget. 2. In the dialog box that displays, configure the URL by entering the value, and then click or tap OK. Adding Commentary in Accessibility Mode To add commentary in accessibility mode: 1. Click or tap the Commentary link in an empty widget. 2. In the dialog box that displays, enter the commentary value, and then click or tap OK. Changing the Dashboard Layout in Accessibility Mode To change the dashboard layout in accessibility mode: 1. Click or tap Layout. 2. Enable or disable a widget by clicking or tapping the Enabled or Disabled link to toggle it. 3. Click or tap OK to update the dashboard layout. Keyboard Equivalents Some options and movements within do not need an assigned keyboard shortcut. In these cases, use the Tab key for navigation. Note: These keys are applicable to the standard interface and not the simplified interface, except where noted. 4-4

36 Chapter 4 Keyboard Equivalents Access for Left Pane Accordion Controls Table 4-1 General Access Alt+M+Enter Alt+L+Enter Alt+L+Enter Alt+S+Enter Alt+B+Enter Alt+R+Enter Open the Forms accordion. Open the My Task Lists accordion. Open the Task Lists accordion. Open the Dimension accordion. Open the Business Rule Security accordion. Open the Preferences accordion. Table 4-2 Left Pane Navigation Alt+M Alt+L Alt+S Alt+B Alt+R Alt+Z+Tab Alt+O Alt+M Alt+U Note: After the focus moves to the accordion, pressing Enter toggles between expand and collapse actions. Focus on the Forms Accordion Focus on the Task List Accordion or My Task List Accordion. For planners, Alt+L focuses on My Task List Accordion. For administrators and Interactive users: 1. First, focus moves to Task Lists Management. 2. Pressing Alt+L again moves focus to My Task List accordion. Focus on the Dimension Editor accordion Focus on the Business Rules Security accordion Focus on the Preferences accordion Move focus to the first available field on the right content pane. Focus on the Form Folder sub accordion Focus on the Forms sub accordion Focus on the Business Rules sub accordion These keyboard shortcuts are for page level actions for the Planning artifact management pages such as Form Management, Task List Management, Dimension Editor, and Menu Management. Accelerator Table 4-3 Manage Artifacts - Page-Level s Ctrl+W Ctrl+E Crtl+Shift+R Create, add, or add child Edit Rename 4-5

37 Chapter 4 Keyboard Equivalents Table 4-3 (Cont.) Manage Artifacts - Page-Level s Ctrl+M Ctrl+Shift+G Crtl+Shift+B Ctrl+B Ctrl+U Ctrl+Shift+U Ctrl+Shift+D Ctrl+H Ctrl+F Ctrl+Shift+F Ctrl+S Ctrl+Shift+L Ctrl+M Ctrl+Shift+W Ctrl+R Ctrl+Shift+R Ctrl+Up Arrow Ctrl+Down Arrow Ctrl+S Ctrl+Shift+S Ctrl+Shift+P Ctrl+Shift+N Esc Ctrl+Shift+F Ctrl+W Note: These keys are used for page-level actions for artifact management pages such as form Management, Task List Management, Dimension Editor, and Menu Management. Move Assign access Add sibling Show ancestors Show usage Move up Move down Refresh, Sync Search default action Focus on the Search input box Save Cancel operation Add to selected list Add all to selected list Remove from selected list Remove all from selected list Move up selected in the selected list Move down selected in the selected list Save artifact Save as artifact Previous tab Next tab Cancel Finish Preview Table 4-4 Dashboards Access Keyboard Equivalent Listing Page Alt+R Refresh Listing Page Alt+C Create Dashboards Designer/ Runtime Dashboards Designer/ Runtime Dashboards Designer/ Runtime Dashboards Designer/ Runtime Dashboards Designer/ Runtime Alt + E Alt + U Alt + T Alt + N Alt + H Settings Rules Reset Toggle Designer/Runtime Refresh 4-6

38 Chapter 4 Keyboard Equivalents Table 4-4 (Cont.) Dashboards Access Keyboard Equivalent Dashboards Designer/ Runtime Dashboards Designer/ Runtime Alt + S Alt + L Save Cancel Table 4-5 Simple Form, Composite Form, and Grid Management Access Keyboard Equivalent Focus on Properties tab Alt+P Focus on the Properties tab Focus on Layout tab Alt+Y Focus on the Layout tab Layout Tab Alt+G Focus on the Grid Properties Section Focus on Section Properties panel Alt+M Focus on the Dimensions Properties panel Focus on Section Properties panel Alt+S Focus on the Section Properties panel Focus on Smart View Option panel Alt+S Focus on the Smart View Option Panel Segment View Alt+S Segment View Focus on Display Properties Panel Alt+I Focus on the Display Properties Panel Focus on Printing Options Properties panel Focus on Validation Rules Properties panel Drop selected dimension to POV section Drop selected dimension to Page section Drop selected dimension to Rows section Drop selected dimension to Columns section Alt+P,P Alt+ V,V Ctrl+Shift+V Ctrl+Shift+P Ctrl+Shift+R Ctrl+Shift+C Focus on the Printing Options Properties Panel Focus on the Validation Rules properties Panel Drop selected dimension to POV section Drop selected dimension to Page section Drop selected dimension to Rows section Drop selected dimension to Columns section Dimension context menu Enter Tab through row/column header and press Enter to bring up the Context Menu. Tab through to the Dimension and press Enter to bring up the dimension context menu. Validation Rules: Access on Validation Panel For Validation Rules Member Selector on Point of View section Alt+P Alt+P,V+Enter Focus on Page Section Invoke Member Selector on Point Of View section Member Selector on Page section Alt P,P+Enter Invoke Member Selector on Page section Other Options tab Alt+O Focus on the Other Options tab Other Options tab : Access Precision Panel Alt+R Focus on the Precision Panel 4-7

39 Chapter 4 Keyboard Equivalents Table 4-5 (Cont.) Simple Form, Composite Form, and Grid Management Access Keyboard Equivalent Business Rules tab Business Rules : Access Alt+R Business Rules tab Alt+R Focus on the Business Rules tab Plan type drop-down list Alt+P Focus on the Plan type drop-down list Table 4-6 Form and Grid Management Keyboard Shortcuts Access Keyboard Equivalent Composite Forms Access keys Composite Forms Access keys Composite Forms Access keys Composite Forms Access keys Composite Forms Access keys Access keys Alt+Y Alt+O Alt+S Alt+G Show Menu for layout sections Select Layout Panel Toggle selection between Custom Layout/2 Row Layout/2 Column Layout Select Section properties Panel Toggle focus and selection between Global Layout Dimension/Common Dimension properties Panel Keyboard Shortcuts Crtl+Shift+A Display forms as Tabs Keyboard Shortcuts Ctrl+Shift+N Add form Keyboard Shortcuts Ctrl+Delete Delete selected form Keyboard Shortcuts Ctrl+Shift+E Edit Form Label Keyboard Shortcuts Ctrl+Shift+T Move to Top Keyboard Shortcuts Ctrl+Shift+B Move to Bottom Keyboard Shortcuts Ctrl+Shift+U Move Up Keyboard Shortcuts Ctrl+Shift+D Move Down Table 4-7 Enter Data Keyboard Equivalent Ctrl+Shift+T Focus is moved onto the next form. If the form is within a tabbed pane, the tab is disclosed. Note: If you are working in edit mode within a composite form, you must first press Esc. 4-8