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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.
2. Determine whether task groupings existthat is, summary tasks serve as parents to
detailed tasks.
CONFIGURATION
Step 1: Determine the tasks to be completed by the users and the order of the tasks.
Step 2: Determine whether task groupings existthat is, summary tasks serve as parents to
detailed tasks.
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
Navigation: PeopleTools > Portal > Related Content Service > Define Related Content Service
Add a Related Content Service for the Pay Calc page. The configuration is very similar as above.
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 didnt do any customizations, so we will skip these pages.
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. Heres 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:
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