Oracle SCM Redwood Guided Journeys help organizations provide users with in-context support directly inside Oracle Fusion Cloud SCM pages. Instead of relying only on external training materials, SOP documents or support tickets, Guided Journeys bring instructions, links, videos, reports, documents, analytics and AI agents into the user’s workflow. For supply chain teams, this is important because SCM transactions are often process-heavy. Users may need to receive goods, review shortages, inspect inventory, process transfer orders, check shipment status, review supplier documents or use analytics before making a decision. Guided Journeys help users complete these tasks with the right guidance at the right place. 

What Are Guided Journeys in Oracle SCM Redwood? 

Guided Journeys provide in-context help while users work on a page or section. Oracle’s material explains that they offer step-by-step guidance, can include instructions, links, videos and supporting content, reduce user confusion, minimize training effort and improve the overall user experience by supporting business processes directly inside the application. This makes Guided Journeys especially useful for SCM users who need process support during live transactions. Instead of switching between application screens, PDFs, email instructions and reporting tools, users can access relevant guidance from within the Redwood page itself. 

Why Guided Journeys Matter for SCM User Adoption 

SCM applications depend heavily on correct process execution. A warehouse user may need to follow receiving steps correctly. A buyer may need to review supplier performance before taking action. A supply planner may need analytics or AI support to understand inventory availability. An order management user may need policy guidance before processing a transaction. Guided Journeys reduce the gap between system functionality and user execution. They help users understand what to do next without leaving the application. 

The business value includes: 

  • Faster user onboarding 
  • Lower training effort 
  • Better process consistency 
  • Reduced confusion during transactions 
  • Fewer support requests 
  • Better adoption of Redwood pages 
  • Stronger alignment between system tasks and business procedures 

Visual Builder Studio and Guided Journey Configuration 

Oracle’s material shows that Guided Journeys can be configured through Express Mode in VB Studio. The available components include additional instruction or policy text in the UI, external punch-out URLs with parameters, embedded OTBI content, custom BIP reports, AI Agents and video content. This is powerful because it allows organizations to make Redwood pages more business-aware. Instead of showing only transaction fields, SCM teams can add contextual guidance that supports real operational decisions. 

Examples include: 

  • A receiving procedure embedded on a receiving page 
  • A supplier compliance link on a procurement page 
  • An OTBI shortage analysis on an inventory page 
  • A BIP order report on an order management page 
  • A training video on a warehouse transaction page 
  • An AI agent for order, inventory or planning assistance 

Security and Access Requirements 

Guided Journeys require the right setup and access. Oracle’s material states that profile options must be enabled at the site level, including ORA_PER_JOURNEYS_ENABLED and ORA_PER_GUIDED_JOURNEYS_ENABLED. Users also need privileges such as Manage Journey and Administrator Sandbox, along with access related to Visual Builder Studio. This is an important implementation point. Guided Journeys are not only content objects. They depend on security, role access, profile options and VB Studio readiness. Before configuration begins, teams should confirm that the right administrators and developers have access. 

Page-Level Guided Journeys 

Oracle’s page-level Guided Journey example shows guidance displayed directly on an Order Management Redwood page. The visual on page 11 shows a banner-style guided journey at the page level and a side panel containing task details. Page-level guidance is useful when the instruction applies to the entire transaction page. For example, an Order Management page may include a general processing note, policy reminder, business rule explanation or link to a broader user guide. Use page-level Guided Journeys when the message affects the whole process, not just one field or section. 

Section-Level Guided Journeys 

Oracle’s section-level Guided Journey example shows guidance embedded near a specific section within a page. The visual on page 12 shows a guided journey linked to a section inside an order details screen, with a task panel opening for detailed guidance. 

Section-level guidance is useful when the help applies to a specific area of the transaction. For example: 

  • Guidance for exception details 
  • Instructions for shipment information 
  • Help for inventory attributes 
  • Notes for supplier compliance fields 
  • Links for transaction history review 

This helps avoid overloading the user with broad instructions when only one part of the page requires support. 

Guided Journey Task Types 

Oracle’s task type table is one of the most useful parts of the material. It lists several task types and how they can support SCM processes. 

  • The Agent task type allows users to interact with AI, including RAG agents and workflow agents. Oracle gives an example where a supply planner uses an agent to understand inventory availability, replenishment rules or fulfillment options. 
  • The Analytics task type displays OTBI reports and can show analysis of shipment delays, inventory shortages or receipt exceptions. The Report task type links to published BI reports such as purchase order status, supplier performance or inventory transaction details. 
  • The External URL task type can link users to a supplier portal, carrier tracking page or external compliance application. The Manual Task type captures activities completed outside the application, such as physically inspecting received goods or verifying stock at a storage location. 
  • The Document task type shares reference material such as warehouse procedures, receiving checklists or supplier compliance documents, while the Video task type embeds video content for process training. 

This flexibility makes Guided Journeys useful across multiple SCM business scenarios. 

Navigation for Guided Journey Setup 

Oracle’s material identifies the setup navigation as: 

My Client Groups > Show More > Journeys Setup > Guided Journey 

This setup path is important for administrators because Guided Journeys are created and managed through the Journeys setup experience before they are enabled on Redwood pages using VB Studio Express. 

A practical implementation flow is: 

Create Guided Journey → Define Tasks → Attach Content → Configure Page or Section → Enable in VB Studio Express → Test in Target Environment 

Use Case 1: Guided Journey as a Message Banner 

The first use case shows Guided Journey as a message banner. The requirement is to show a generic message or guide on the page. Oracle notes that a general guidance message can be displayed using the Manual task type, task instructions can contain rich text with highlights and links, and this should be added at the page-level guided journey. This is a simple but valuable use case. 

A message banner can be used for: 

  • Order processing instructions 
  • Cutover notices 
  • Policy reminders 
  • Month-end or quarter-end process notes 
  • Temporary transaction guidance 
  • Process ownership details 
  • Links to support or command center resources 

This is useful when the business wants to communicate process guidance without modifying the core transaction design. 

Use Case 2: OTBI and BIP Reports Through Guided Journey 

The second use case shows how Guided Journeys can provide access to OTBI and BIP reports. Oracle states that OTBI reports redirect to a new tab, Visualization Configuration can be used to create analytical data, BIP reports can either redirect or open on the same page depending on setup, and both BIP and OTBI reports support parameters. 

This is highly relevant for SCM. 

A user working on a transaction may need supporting analytics before taking action. For example: 

  • Shipment delay analytics before order follow-up 
  • Inventory shortage analysis before replenishment 
  • Supplier performance report before procurement action 
  • Purchase order status report before receiving review 
  • Inventory transaction details before adjustment approval 

By placing analytics and reports inside a Guided Journey, businesses can help users make better decisions without requiring them to search for reports separately. 

Use Case 3: Guided Journey as Links and References 

The third use case focuses on links and references. The requirement is to create a step-by-step guide for users. Oracle notes that multiple task types such as Video, Manual Task, Document and External URL can be used either as a single task or in combination based on need. 

This is ideal for complex SCM workflows. 

For example, an order management page may include: 

  • A step-by-step order creation guide 
  • A link to order policy 
  • A document for customer order handling 
  • A video explaining order entry 
  • A reference link to external order standards 

This supports process consistency and reduces dependency on separate training sessions. 

Use Case 4: AI Agents and Workflow Through Guided Journeys 

The fourth use case shows how Guided Journeys can invoke AI agents on a page. Oracle’s material explains that users can query the agent and get additional information, the task type should be Agent, and organizations can select Workflow or RAG agent types for workflow or supervisor agent scenarios. It also notes that agentic apps can be added using the External URL task type. 

This is one of the strongest future-facing use cases. 

AI agents can help SCM users access contextual support without leaving the page. For example: 

  • A supply planner can ask about inventory availability 
  • A buyer can ask about supplier performance 
  • A warehouse user can ask about receiving exceptions 
  • An order specialist can ask about order fulfillment options 
  • A manager can launch a workflow or agentic application 

Guided Journeys become the bridge between Redwood transactions and AI-powered support. 

Checklist for Guided Journey Implementation 

Oracle provides a practical implementation checklist. Teams should confirm that the Guided Journey is attached to the correct SCM page or section, ensure task titles and descriptions reflect the business activity, validate that linked reports, analytics, documents, videos and external URLs are relevant and working, and confirm that guidance aligns with the user’s role. Oracle also recommends reviewing the task sequence to ensure it follows the actual business process and testing the Guided Journey in the target environment to confirm that it supports the intended transaction flow. This checklist is essential because a Guided Journey is only effective if it is relevant, role-aware and transaction-specific. 

Common Pitfalls to Avoid 

Oracle highlights several common pitfalls. These include adding too many tasks or too much detail, using generic task names, linking to outdated dashboards or irrelevant documents, associating the Guided Journey with the wrong page or section, including content that does not match the user’s role and creating guidance that explains the broad process but does not help with the immediate task on screen. This is a critical adoption point. Guided Journeys should not become another documentation dump. They should be precise, actionable and relevant to the screen where the user is working. 

Best Practices for SCM Guided Journeys 

Oracle’s best practices are clear: keep content focused on the specific SCM transaction or business process, use simple action-oriented language, include only the most relevant supporting items and organize tasks in the same sequence users follow in the process. Oracle also recommends using Guided Journeys for complex or high-impact processes where users benefit from additional guidance and reviewing content regularly to keep it aligned with current SCM processes and business needs. For SCM teams, this means Guided Journeys should be maintained like operational process content. If a receiving procedure, inventory policy, supplier document or report changes, the Guided Journey should be updated too. 

Roadmap Direction 

Oracle’s roadmap calls out documentation of supported parameters for SCM Guided Journeys in 26C. Because Oracle includes a safe harbor statement, roadmap items should be treated as product direction and not as a commitment to deliver specific functionality or timing. The practical takeaway is that parameter support and documentation will be important for customers who want more dynamic, context-aware Guided Journeys. 

Business Value of Guided Journeys in SCM Redwood 

Guided Journeys can create value across multiple SCM areas: 

  • Order Management users can access process guidance, reports and AI agents during order work. 
  • Warehouse users can follow receiving, inspection or cycle counting instructions. 
  • Inventory managers can access shortage analytics and reference documents. 
  • Buyers can open supplier reports or compliance links. 
  • Supply planners can interact with AI agents for availability or fulfillment insights. 
  • Managers can standardize process execution across teams and locations. 

The value is not only training. It is embedded operational enablement. 

How NexInfo Helps with SCM Guided Journey Adoption 

NexInfo helps organizations design and implement Oracle SCM Redwood Guided Journeys with a practical focus on business process adoption. 

For Guided Journeys, NexInfo can support: 

  • SCM Guided Journey readiness assessment 
  • Page-level and section-level use case identification 
  • Task type selection and content design 
  • VB Studio Express enablement support 
  • OTBI and BIP report integration planning 
  • External URL and document reference setup 
  • AI agent and workflow use case planning 
  • Role-based guidance design 
  • Testing and validation in target environments 
  • User adoption and training support 
  • Ongoing content governance and managed services 

NexInfo helps businesses turn Redwood pages into guided, role-aware and process-aligned experiences that improve user confidence and execution quality. 

Conclusion 

Oracle SCM Redwood Guided Journeys give organizations a practical way to improve user adoption, reduce confusion and support business processes directly inside the application. The material shows how Guided Journeys can provide page-level and section-level help, message banners, OTBI analytics, BIP reports, links, documents, videos, manual tasks and AI agents. It also highlights the importance of security setup, VB Studio Express configuration, role alignment, task sequencing, testing and regular content updates. For SCM teams, the biggest value is in-context enablement. Users can receive the right guidance while performing the transaction, instead of searching outside the application for instructions or reports. As Oracle SCM continues moving deeper into Redwood and AI-enabled experiences, Guided Journeys can become an important adoption layer for helping users complete work accurately, consistently and confidently. 

FAQs

What are Oracle SCM Guided Journeys?

Guided Journeys provide in-context help on Redwood pages or sections, offering step-by-step guidance, instructions, links, videos and supporting content.

Why are Guided Journeys useful in SCM Redwood?

They help users complete SCM transactions more accurately by giving relevant guidance directly inside the application.

What can be added through Guided Journeys?

Guided Journeys can include instruction text, external URLs, OTBI content, custom BIP reports, AI agents and videos.

What security setup is required?

Profile options for Journeys and Guided Journeys must be enabled, and users need privileges such as Manage Journey and Administrator Sandbox, plus VB Studio-related access.

What is the difference between page-level and section-level Guided Journeys?

Page-level guidance applies to the whole page, while section-level guidance applies to a specific area of the transaction page.

What task types are supported?

Supported task types include Agent, Analytics, Report, External URL, Manual Task, Document and Video.

Can Guided Journeys show reports?

Yes. Guided Journeys can use OTBI and BIP reports, and both support parameters.

Can Guided Journeys include AI agents?

Yes. Oracle’s material shows the Agent task type for invoking AI agents, including Workflow and RAG agent types.

What are common Guided Journey mistakes?

Common mistakes include too many tasks, generic task names, outdated links, wrong page association, role mismatch and guidance that does not support the immediate task.

How can NexInfo help with Guided Journeys?

NexInfo can help with use case design, VB Studio Express setup, report integration, AI agent planning, role-based guidance, testing, training and managed services.