How You Analyze Journey Errors

You can analyze and collect diagnostic data for journey errors.

If your journey has errors, use this procedure to analyze and collect diagnostic data for it:

1. Upload the step-by-step screenshots of the journey issue into a Microsoft Word document named STEP_BY_STEP_ACTIONS.docx.
2. Run the HCM Checklist Error Analysis Report to analyze any issues for the journey and upload the report to the service request. To do this, follow these steps:
   1. On the application Home page, click the Settings and Actions icon (user name or image) in the global header region, and then click Run Diagnostics Tests in the Troubleshooting area. The Diagnostic Dashboard page is displayed.
   2. Search for the HCM Checklist Error Analysis Report test name in the Search for Tests section. Select the test name check box from the search result and click Add to Run. This will add the test to the Choose Tests to Run and Supply Inputs section.
   3. Add the input parameters by clicking the Click to Supply or Edit Input Parameters icon under the Input Status column in the Choose Tests to Run and Supply Inputs section. A dialog box is displayed that allows you to enter the input values you want.
   4. Select the check box under the Include column for the Checklist Category. Search and select the journey category for which you want to run the report in the box under the New Value column.

      The Checklist Category is a user-extensible lookup. If you have defined custom lookup codes, then you need to enter the lookup code in the box.

   5. Select the check box under the Include column for the Checklist Name. Enter the assigned journey name for which you want to run the report in the box under the New Value column. Ensure that there are no blank spaces when you enter the parameters. The Checklist Category, Checklist Name, and Person Number are required input values.
   6. Select the check box under the Include column for the Person Number. Enter the person number for whom the journey is assigned in the box under the New Value column.
   7. Click OK in the dialog box.
   8. Enter a relevant run name, such as the person number for whom you’re running the report in the Run Name box, and then click Run. Click OK in the Test Run Submitted dialog box.
   9. Click the Display Latest Test Run Status Information icon in the Diagnostic Test Run Status section.
   10. Expand the folder with the run name that you entered in step 2h. Verify if the Completed status is displayed under the Execution Status column for both the folders.
   11. Click the View Test Results icon under the Report column for the HCM Checklist Error Analysis Report folder. The error report for the journey is displayed. Scroll down and check the details, such as profile options and journey tasks.
   12. Save the report in a location on your computer. Right-click the report and then click Save Page As. Ensure that the Save as type is Web Page, complete. Ensure that the report you save is in HTML or MHTML format.
   13. Review the report to verify that no data is truncated.
3. Export the journey template. To do this, follow these steps:
   1. On the application Home page click the My Client Groups tab.
   2. Click Show More under QUICK ACTIONS.
   3. Click the Checklist Templates quick action in the Employment area.
   4. Search and select the journey. From the Actions drop-down list, click Export.
   5. Save the journey in the same location on your computer that you saved the error report. You can save the journey with the person number in case you have multiple reports.
4. You can now upload the STEP_BY_STEP_ACTIONS.docx file, along with the exported journey template and HCM Checklist Error Analysis Report to the service request.