Procedure for Developing and Deploying Activity Guides

To develop and deploy an activity guide, follow this high-level procedure:

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. Determine which user or role is to be assigned to each task.

5. Determine whether each task requires any pre-processing or post-processing logic.

   For example, post-processing logic is needed to change the status of an action item to complete.

6. Determine whether the activity guide instance is to be created dynamically or manually.

7. Determine the activity guide template type.

   See Selecting the Activity Guide Template Type.

8. Use the Setup Activity Guide WorkCenter to:

   1. Create the activity guide template.

      See Creating and Maintaining Activity Guide Templates.

   2. Create a definition for each action item in the template.

      See Creating and Maintaining Action Items.

9. For a fluid activity guide, deploy the activity guide in one or more ways:

   • Through a tile that opens the specified activity guide instance.

   • Through a tile that opens the My Activity Guide Instances page listing all activity guide instances for that template that the user is contributor to.

   • Through a menu item.

   • Through a button or link that programmatically generates the URL for the activity guide.

10. For a classic activity guide:

    1. Generate the activity guide pagelet.

       See Deploying Classic-Only Activity Guides.

    2. Configure a WorkCenter for the activity guide.

       See Configuring a WorkCenter Page for a Classic-Only Activity Guide.

11. (Optional) Generate an activity guide instance from the template.

    See Creating New Activity Guide Instances Manually.