Create and Activate a Role Guide

The first step in creating a role guide is to provide a name and description for the guide, decide who can collaborate on its creation, and who can see it on the Role Guides page.

After you create the role guide, you must activate it for it to be published and used by workers. Until you activate it, it’ll be in Draft status.

A few points about activating a role guide:

• You can activate it only if you add at least one capability guide.
• You can make changes to an active role guide. However, when you do so, you’ll see a Reconcile banner message. Reconcile the guide if you want the changes to be available to employees who’ve already been assigned this role guide.
• While you can delete a draft version of the role guide, you can’t delete an active version. If you don’t want the role guide to be used, remove all assigned users and any associated jobs or positions.

1. Click Add on the Role Guides listing page.
2. In the Basic Info tab, enter a name and description for the role guide.

   You can click AI Assist in the Description box to use generative AI to create a description for the role guide. GenAI will create a description based on the role guide name that you provide. Optionally, you can write a few lines of the description to enable GenAI to generate a description that suits your needs. After the text is generated, you can make further edits, as required. You can show or hide the AI Assist button using the Show AI Assist Button page property in Oracle Visual Builder Studio.

3. Include the names of the collaborators who may want to coauthor the role guide with you.
4. You can choose to make the role guide visible only to collaborators or to everyone on the Role Guides listing page.
   • Collaborators: Anyone with the WLF_MANAGE_ROLE_GUIDES privilege and identified as a collaborator can see this role guide on the role guides listing page.
   • Everyone: This includes collaborators and non collaborators. Anyone with the WLF_MANAGE_ROLE_GUIDES privilege and identified as a collaborator can see this role guide. Non collaborators can only see the listings and they can view the role guide in read-only mode.

What to do next

Add capability guides to the role guide.