Managing Activity Guide Templates

Click to open the Filter page and select criteria to narrow the list of activity guide templates.

Click this button to access the Add Activity Guide Template Page and identify the name and effective date of a new activity guide template.

Indicates if the template is active (Yes) or inactive (No).

Click the button for a template row to access the Update Template Page for the template you have chosen.

Click this button for a template row to access the Clone Template Page where you can initiate the process to clone this template.

Click this button to delete all effective dated versions of this template. This button is not available for delivered templates. However, if an effective dated row has been inserted for a delivered template, the user can access Update Template Page to delete the specific effective dated row added for the template.

Click this button to exit the page and return the Activity Guide Templates Page without saving the new template.

After entering a template ID and effective date, click this button to access the Activity Guide Composer - Introduction Page and start the template creation process.

Enter a seven (7) character template code.

Click this button to return to the Activity Guide Templates Page. If you have not clicked the Apply button, the data you entered on the page will not be saved.

Click either of these buttons to apply and save your changes.

Click the Apply button to save you data and remain on this page. If you added a new row, the Update Template button becomes active for that row and you can now update the template as necessary.

Click the Done button to save your changes and return to the Activity Guide Composer - Activity Guide Templates Page.

Click this button to access the Activity Guide Template pages to make updates to the template. The system will display the last activity guide step page you accessed in this component.

When you click this button for a delivered template, the system will issues a warning that it is delivered data and cannot be deleted or modified. However, you can click OK to view the template setup.

Click the Add a Row button to insert a new effective dated row for this template.

When you select the most current row, the system will insert a new row with today’s date. When you insert a row from an historical row, the template will copy over the same data from that row, including the effective date. Overwrite this date as needed so the rows do not share the same effective date.

In order to proceed with updating a new row, click the Apply button to save the row and activate the Update Template button, where you can access and update the setup parameters for the new template row.

Click this button to delete the row.

Select from one of the following activity guide type:

• Horizontal Sequential: Select this option to have the activity guide display the steps horizontally across the top of the page.

• Vertical Non Sequential: Select this option to have the activity guide display unnumbered steps vertically in the left panel of the page.

• Vertical Sequential: Select this option to have the activity guide display numbered steps vertically in the left panel of the page.

Click this button to access the View Example (Activity Guide Types) Page and see examples of this type of activity guide.

This option is available for Vertical Non-Sequential types.

Click this check box to enable the auto save feature. When enabled, the system will automatically save the page when a user moves from one step to another. Deselect to have the system warn the user that unsaved data exist have allows the user to determine whether to save the changes to the activity guide.

The system does not display this option for the sequential activity guide types because PeopleTools auto save is automatically turned on for these types and cannot be overridden.

This option is available for Vertical Non-Sequential and Vertical Sequential types.

Select this option to have the left panel expanded when the user accesses a vertical activity guide on a large form factor device. The panel will always be hidden on small form factor devices and the user will need to manually expand the panel to view the vertical activity steps.

Enter the description that should appear on the fluid activity guide banner.

The description is displayed in Activity Guide Templates. If the activity guide template is configured for My Activity Guides, then the template description is displayed in the left panel of the My Activity Guides page.

Enter a longer description that explains the purpose of the template, if needed.

Select the category that contains the record structure, actions, and step that apply to this template. Delivered options include Life Events and OnBoarding, however you can create new categories using the Activity Guide Composer - Categories component (see Setting Up Activity Guide Categories).

Click this button to insert an additional security row.

Select a security user type. Valid values are Administrator for maintaining the template and End User for user accessing the template to enter transactional data.

Select the role that will either maintaining the template configuration (Administrator) or that will be the user for the template (End User).

Click to remove a security row from this template.

Select those items you want to include in the Actions List mention.

To select all actions, select the check box next to the Description column in the header, or select action buttons individually.

Enter the text that should appear in the Actions List menu. If you save the page before entering a label, the page will automatically populate the fields you have selected with the Description label. You can overwrite this value and save your changes. If you deselect an action type and save, the page will remove the label you have entered.

Click this button to access the Configure Sub Banner Page and identify which image and fields should display in the sub banner.

When No Sub Banner is selected, the system will not allow you to access the Configure Sub Banner page when you click this button.

Select from one of the following sub banner types:

• No Sub Banner: This activity guide will display the banner and the page directly below the banner.

• Image with 1 Primary Field: This activity guide will display a sub banner below the banner and the page under the sub banner. This option allows you to display one image, such as an employee photo or company logo, and up to three fields, with one serving as the primary field in bold, such as the employee’s name or the job title.

• Image, No Primary Field: This activity guide will display a sub banner below the banner and the page under the sub banner. This option allows you to display one image, such as an employee photo or company logo, and up to three fields, although none serve as a primary field.

• No Image with 1 Primary Field: This activity guide will display a sub banner below the banner and the page under the sub banner. This option allows you to display up to three fields, with one serving as the primary field in bold, such as the employee’s name or the job title.

• No Image, No Primary Field: This activity guide will display a sub banner below the banner and the page under the sub banner. This option allows you to display up to three fields, although none serve as a primary field.

Click this button to access the View Example (Sub Banner) Page and view an example of the different sub banner types.

Display the sub banner type you selected on the Activity Guide Composer - Sub Banner Page.

This option is available only when you have selected one of the sub banner types that includes an image.

Enter which image should display in the sub banner. Valid images are defined on the Categories - Images Page.

Select up to three available fields. These fields come from the category associated with this template and are defined on the Categories - Context Page. Available fields for selection are those defined as Context Record and Fields values and derived Contextual Data fields where you have selected the Use in Sub Banner option.

This option is available when you have selected one of the sub banner types that has no primary Field.

Indicate whether a label should be displayed for the field.

This option is available only when you have selected one of the sub banner types that include a primary field.

Select which field should serve as the primary field. This item will appear at the top of the list in bold.

Click to save your options and return to the Activity Guide Composer - Sub Banner Page.

Click this button to return to the Activity Guide Composer - Sub Banner Page without saving your changes.

Displays the number of steps that have been added to this template.

Click this button to add the step to a template. The Added Step Count field identifies if you have already added this step to your template and how many times it will be listed as a step. To organize, configure, or delete a step, use the Activity Guide Composer - Organize and Configure Steps Page.

Identifies how many times you have added this step to your template. If you have added a step by accident, you can delete it from the Activity Guide Composer - Organize and Configure Steps Page.

If Step Definition Rule on the category is defined as Steps from a single component saves as single transaction, then display the steps that are required will be shown.

Click this button to access the Add Group Step Page and enter a group step description.

Displays if this is an individual Step, the Group Step label, or a Sub Step that is part of a group step.

Click the solid up arrow to move the step up one position in the list or click the solid down arrow to move the step down one position in the list of steps. If the next step consists of a group step, then this step will be moved above or below the group step with all it’s sub steps.

Click the solid circled up arrow to move the group step with all its sub steps up one position in the list or click the solid circled down arrow to move the step and all it’s sub steps down one position in the list of steps.

Click the open circled up arrow to move the sub step up one position within the group of steps or click the open circled down arrow to move the sub step down one position within the group of steps. When you reach the top (or bottom) of the group step, you will no longer be given the option to move the sub step up (or down) in that group step.

The step description defaults from the Description field on the Categories - Steps Page. You can modify this description as needed. This description will be the name of the step in the left panel, or horizontal step across the top for a horizontal activity guide type. It will also appear as the page name.

This button is available for group steps. Click this button to access the Configure Group Step Page and select which steps should be a sub step within this group.

Click this button to access the Configure Attributes Page to define step attributes, such as whether the step is required or if it must be completed by a specific due date.

Click this button to access the Configure Dependencies Page to identify steps that must be completed prior to completing this step.

This button is available when a step is page text enabled, such as the Welcome or Summary page.

Click this button to access the Configure Page Text Page to enter any text that you want the page to display for this step.

Click this button to access the Step Details Page to view the configuration for this step. Step configuration is defined on the Categories - Steps Page, with the exception of the Step Description value, which comes from the Step Description value you entered on this page.

Click this button to remove this step from the template. You can return to the Activity Guide Composer - Select Steps Page to add the step back into this template.

Select a step or steps that must be completed before an end user can perform this step. Valid values are all the steps that have been added to this template. Group steps are not part of the step selection options: you would need to select each sub step within a group step if the entire group step should be completed prior to completing this step.

Displays the Step Description field value for the step from the Activity Guide Composer - Organize and Configure Steps Page. This will appear as the navigation and page name in the activity guide for this step.

Contextual data fields will be available as text placeholders when the Use in Page Text option is selected for the derived contextual data field on the Categories - Context Page.

Displays whether this is a step or substep of a group of steps. This information is defined on the Activity Guide Composer - Organize and Configure Steps Page.

Displays the step description that will appear for the user as a navigation step and as the page name. This comes from the Step Description field on the Activity Guide Composer - Organize and Configure Steps Page.

These values come from the configuration defined on the Categories - Steps Page for this step.

The service type and ID indicate the related content service that is associated with the step.

The Fluid field will display a Yes value if this step is performed using a fluid page.

Select Yes to include this activity guide template in the My Activity Guides pages. This will also open up the remaining fields on this page.

Enter a long description that introduces the user to the activity guide template. This long description displays on the content area of My Activity Guides after the user has selected an activity guide template from the left panel.

This will be defaulted to the long description of the activity guide, but it can be modified.

(Optional) Select the icon, if any, that should appear next to the template name in the left panel of the My Activity Guides page. The image will display below the field after it is selected.

Select Yes to enable the user to initiate an activity guide instance from the My Activity Guides page.

Select Yes to enable the user to delete an instance of an activity guide that is no longer needed.

Indicate the maximum number of activity guide instances a user can have in progress for this activity guide template. The page provides 0 as the default value, which is used to indicate that there is no limit on the number of instances the user can have in progress for this activity guide.

These buttons are not active for the initial row of delivered templates.

When an activity guide is Active, the text at the top of the page informs you that your activity guide is active and will display the Deactivate Activity Guide button.

If an activity guide is Inactive, the text at the top of the page reminds you to activate your activity guide after you have completed all changes. It will also display the Activate Activity Guide button for you to change the status.

When you create a new activity guide template, the default value is inactive and the page will present you with the Activate Activity Guide button.

If you insert a new effective dated row or clone an existing activity guide template, the system will copy the same active status of that template. For example, if you insert a new effective dated row or clone an activity guide template with a status of Inactive (deactivated), the new row or cloned activity guide template will also be Inactive. However, if you insert a row or clone an activity guide template that has a status of Active, the new row or cloned activity guide template will be Active.