Activity Guide Templates and Instances

Typically, activity guides are defined by the properties and characteristics of activity guide templates. An activity guide template provides a reusable definition of the important aspects of an activity guide: its properties, participants, contextual data, list of action items and to whom they are assigned, and so on. Then, at run time, an activity guide instance can be created from the definitions stored in the template. The instance will be generated with the contextual data that uniquely differentiates one instance from another. For example, for a benefits enrollment activity guide, the contextual data would likely include the employee ID, the country and locale (state, province, and so on) where the employee works, and any other key data required to initiate the benefits process.

While activity guide instances are typically created dynamically through user interaction with the system, they can also be created manually from a template.

When an activity guide template is defined, you select one of seven process types for the template and its instances:

• Horizontal optimized guided sequential.

• Optimized guided sequential.

• Optimized guided non-sequential.

• Optimized non-guided non-sequential.

• Non-optimized guided sequential.

• Non-optimized guided non-sequential.

• Non-optimized non-guided non-sequential.

For more information on these template types and related terminology, see Understanding Activity Guide Templates and Template Types.