Configuring an Activity Guide in PeopleSoft 9.2
Activity Guides provide users with a list of tasks that need to be completed for a specific
process, such as the on-boarding of a new employee or benefits enrollment. Activity Guides
were made available with PeopleTools version 8.53. Oracle delivered several activity guides in
PeopleSoft HCM and provided the tools for customers to modify the delivered activity guides, as
well as create new activity guides. This blog discusses how to create a new Activity Guide. The
example used in this blog is a very simple 3-step Activity Guide containing 2 pages and a
query. No technical customizations were needed for this Activity Guide.
HIGH-LEVEL STEPS FOR CONFIGURING AN ACTIVITY GUIDE :
1. Determine the tasks to be completed by the users and the order of the tasks.
2. Determine whether task groupings exist—that is, summary tasks serve as parents to
detailed tasks.
3. Determine which PeopleSoft component (transaction) corresponds to each task.
Alternatively, a task can be associated with a PeopleSoft query, a non-PeopleSoft URL or a
process.
4. Create the Related Content Services for these tasks.
5. Create the activity guide template:
a. Configure Template Properties
b. Configure Action Items
c. Publish as Pagelet
d. Configure WorkCenter
CONFIGURATION
Step 1:
Determine the tasks to be completed by the users and the order of the tasks.
For this example, we’re only going to create 3 steps:
1. Precalc Audit Report
2. Paycalc
3. Query PY_RETRO_ANALYSIS
Step 2:
Determine whether task groupings exist—that is, summary tasks serve as parents to
detailed tasks.
For this example, we’re not going to create summary tasks.
Step 3:
Determine which PeopleSoft component (transaction) corresponds to each task.
Alternatively, a task can be associated with a PeopleSoft query, a non-PeopleSoft
URL or a process.
Configuring an Activity Guide in PeopleSoft 9.2
For PeopleSoft components, navigate to the page in PeopleSoft and click Ctl-J to get the
menu, component, and page information.
Precalc Audit Report:
Pay Calc:
Query: PY_RETRO_ANALYSIS
Step 4:
Create the Related Content Services for these tasks.
Navigation: PeopleTools > Portal > Related Content Service > Define Related Content Service
Add a Related Content Service for the Precalc Audit Report:
Add a Related Content Service for the Pay Calc page. The configuration is very similar as above.
Add a Related Content Service for the PY_RETRO_ANALYSIS query:
Configuring an Activity Guide in PeopleSoft 9.2
Step
Create the activity guide template – Configure Template Properties
5a:
Navigation: PeopleTools > Portal > Activity Guide > Manage Templates
Configuring an Activity Guide in PeopleSoft 9.2
The Advanced Options and Pagelet Options tabs are for any customizations you may
have created for your Activity Guide, such as a custom record or Application Package.
For this example, we didn’t do any customizations, so we will skip these pages.
Step
Create the activity guide template – Configure Action Items
5b:
Add a Step (Action Item) for the PreCalc Audit Report:
Configuring an Activity Guide in PeopleSoft 9.2
Select a Content Type of ‘PS Component’ and click on the ‘Assign Service’ link:
Select the Related Content Service ID for the PreCalc Audit Report:
Add Action Items for the other 2 steps: Pay Calc page and PY_RETRO_ANALYSIS query. When
you add the query action item, you will select a Content Type of ‘PS Query’. Here’s what it looks
like after adding these steps:
Configuring an Activity Guide in PeopleSoft 9.2
After saving your steps, go to the User Assignments and Status tab and select the appropriate
security for each action item:
Step 5c:
Create the activity guide template – Publish As Pagelet
Step
Create the activity guide template – Configure WorkCenter
5d:
Configuring an Activity Guide in PeopleSoft 9.2
Select the starting page for the WorkCenter. We are going to use the PreCalc Audit Report:
Configuring an Activity Guide in PeopleSoft 9.2
Select a Layout Template of ‘Activity Guide Layout’. Enter a new Group ID and Group Label. In
the Pagelets section, enter the information for the pagelet that you just published:
Configuring an Activity Guide in PeopleSoft 9.2
HERE IS THE FINISHED PRODUCT :
Hope this blog has been helpful!