Create Succession Plan Candidates Guided Journey

Use guided journeys to provide more guidance about the task the users are doing.

Here's how you can create a guided journey for getting information about succession plan candidates:

1. Use the Guided Journey quick action under My Client Groups.
   Note:

   You can use this quick action if your administrator has enabled the ORA_PER_GUIDED_JOURNEYS_SETUP_REDWOOD_ENABLED profile option.

2. On the Guided Journey overview page, click Create.
3. In the New Journey panel, do these actions:
   1. Select New as the creation method.
   2. Enter a name for the guided journey.
   3. A code is automatically generated. You can update it. Note this code. For example, SUCC_PLAN_CAND_DETAILS.
   4. Click Create Draft.
4. In the Tasks section of the Overview tab, add a task.
5. In the New Task panel, do these actions:
   1. Specify the task name and description.
   2. Set status as Active.
   3. A code is automatically generated. You can update it. Note this code. For example, SELECTED_CANDIDATES_OTBI_ANALYSIS.
   4. Select the Task Type as Analytics. The Type of Analytics field defaults to OTBI Analysis. Don’t change the value of this field
   5. In the OTBI Analysis Path field, specify the path to the shared custom folder in which you saved the employment info analysis in this format {Path}/{Report_Name}&col1= "<dimension name>"."<name of the person id attribute>".
   6. Click Save.
6. Activate the guided journey.