Great session at the top of the day on Activity Guides from Matthew Haavisto (Product Strategy PeopleTools), Kristen Emery (Product Strategy, PeopleSoft HCM) and Mark Rosenberg (Product Strategy, PeopleSoft ESA/ALM), (ESA = Enterprise Service Automation & ALM = Asset Lifecycle Management) .
For PeopleTools 8.53 this video is a good introduction. In 8.54 there have been many improvements. See PeopleBooks 8.54 for more information and the Oracle's PeopleSoft PeopleTools 8.54 Release Notes (Doc ID 1677055.1).
Activity Guides provide a visual process for users to follow. Each instance of a new process is tracked and available to users that have Role based permissions to the Activity Guide. This means that if user A and B have the same roles and user A starts a new instance of an Activity Guide then user B can see it and execute steps in the same instance.
Activity Guides are built om the WorkCentre framework. A build process is as straight forward as
- Create the pagelet for navigating the steps
- Create the content for each step (content usually already exists in the form of existing components, queries, etc)
- Create the WorkCenter for hosting the Activity Guide
Other things I picked up....
- Important to stress that Activity Guides are designed for simple process flows. No logic branching is supported yet, no intelligent step completion verification and there even seemed to be a bit of uncertainty as to how these are upgraded from one environment to the next.
- It does sound like a lot more investment is being planned for Activity Guides as they are being seen as a key productivity tool across the entire set of products.
- Having said that - it seems in pretty good shape in current releases.
- Expect to see HCM Activity Guides delivered with PUM Image in November (Life events (birth, mariage, divorce, etc) was one of the examples shown)
- and FSCM Activity Guides later in 2014. (Revenue Contract Setup was example shown)
|Hierarchical structure of Activity Guide steps in 8.54|
|What's coming in future tools release.|
|Fluid Activity Guide in 8.55 (Safe Harbor warning)|