How You Use Journeys

Journeys is a one-stop place that's meant to guide workers step-by-step as they transition through changes such as getting married, being promoted, or onboarding. You can use the Journeys app to go to the Journeys landing page.

Here's what you can see and act on when you access the Journeys app, based on your role.

Tabs	Line Manager and HR Specialist	Employee
Explore	You can see predefined and personal journeys. Additionally, you can create a new journey and add it to your personal journey library. When you drill-down to the journey, you will see actions based on your security privileges.	This tab isn't available to employees by default. However, you can grant access to the tab by configuring the required security privileges.
My Journeys	You can see journeys assigned to you.	You can see journeys assigned to you.
My Tasks	You can see tasks you need to perform as part of your journeys as well as others journeys. The My Tasks tab doesn't show the tasks in the sequence that they are configured in the journey template. This is because the tab contains tasks from multiple journeys.	You can see tasks you need to perform as part of your journeys as well as others journeys. You can also see tasks assigned to other task performers as part of your assigned journeys in the Others' tasks section.
Activity	You can monitor the progress and status of an assigned journey when you mass assign a journey to multiple people in a single transaction. You can drill-down to the journey details page to see the assignment details. The list of assigned journeys on the Activity tab will automatically be purged after 180 days from the date they were assigned. This however has no impact on the assigned journey as such. Also, your administrator can specify the duration after which the list should be purged. If you assign a journey to a single person from the Assign Journeys tab, the assigned journey isn't displayed on the Activity tab. However, if you assign a journey to a person's directs or organization that has only 1 worker, then the assigned journey is displayed on the Activity tab.	Not available
Assigned Journeys	You can see journeys assigned to your team. You can force close, delete, or edit an assigned journey if your administrator has given you the required privileges.	Not available.

In addition to the Journeys app, you can also use the Assigned Journeys quick action to open a standalone page that displays all the journeys assigned to the selected worker. To use the quick action, you need to turn on the Workers List of Values (LoV) that's enabled with the Oracle Search feature. The quick action is hidden by default and you need to enable it by using the Structure menu.

By default, the search on these tabs displays results with the Starts With operator. This is controlled by the ORA_PER_JRNY_SEARCH_STARTSWITH profile option that is set to Y by default.

Your Task Actions in Assigned Journeys

All tasks display two most relevant actions Done and Not Applicable on the task. Based on the task type, the actions that display will vary. Actions that are common to most tasks such as Add to Calendar, Save as Draft, Start (for OPA task type), and See Status (for both OPA and I-9 task types) appear under the More Actions drop-down list. This table lists the task actions you can perform:

As a Line Manager and HR Specialist	As an Employee, Contingent Worker, and Pending Worker
Add predefined tasks from the task library. Add new tasks of the type Document, External URL, Learn Community, Learn Enrollment, Manual, and Video. View progress of tasks assigned to you, the journey assignee, and other users View tasks that are yet to be assigned and are deferred. Send reminders on tasks. Employees receive a notification of the same. View the questionnaire and configurable form responses in read-only mode once these tasks are completed. View the Work Info section for workers. You can edit a task in an assigned journey only if your administrator has given you the required privileges.	View progress of your tasks by status, that's completed or overdue. Save the task as draft. View the questionnaire and configurable form responses in read-only mode once these tasks are completed.

As a Line Manager and HR Specialist

As an Employee, Contingent Worker, and Pending Worker

Add predefined tasks from the task library.
Add new tasks of the type Document, External URL, Learn Community, Learn Enrollment, Manual, and Video.
View progress of tasks assigned to you, the journey assignee, and other users
View tasks that are yet to be assigned and are deferred.
Send reminders on tasks. Employees receive a notification of the same.
View the questionnaire and configurable form responses in read-only mode once these tasks are completed.
View the Work Info section for workers.

You can edit a task in an assigned journey only if your administrator has given you the required privileges.

View progress of your tasks by status, that's completed or overdue.
Save the task as draft.
View the questionnaire and configurable form responses in read-only mode once these tasks are completed.

A user can mark the task as Done only if they have clicked these links in the task:

Go to application task in an Application task
Go to website in an External URL task
Go to website in an I-9 Verification task
Go to website in a DocuSign task
See document in a Native Electronic Signature task
See document in a Report task
Launch learning community in a Learn Community task
Start learning in a Learn Enrollment task

This table answers some common journey task related questions that you may have when you assign journeys:

Question	Answer
Can I select multiple tasks and take action in journeys?	Yes. If you use journeys, you can select multiple tasks to reassign, reopen, or send reminders from these pages: Reassign Journeys > My Tasks Journeys > Assigned Journeys > My Tasks Journeys > Assigned Journeys > Employee Tasks Journeys > Assigned Journeys > Others' Tasks Reopen Journeys > Assigned Journeys > My Tasks Journeys > Assigned Journeys > Employee Tasks Journeys > Assigned Journeys > Others' Tasks Send Reminders Journeys > Assigned Journeys > Employee Tasks Journeys > Assigned Journeys > Others' Tasks Here are some points to note: At a time, you can select a maximum of 10 tasks to take any action. You can reassign and send reminders for incomplete tasks and reopen only completed tasks. You can't perform these actions for journeys where you're the journey assignee. You can't send reminders for tasks where you're the performer. You can't select multiple tasks when using journeys on a mobile device.
Can tasks be added to a deferred journey?	Yes. Additionally, the task can be edited or removed.
How can tasks be added for pending workers in journeys?	The task performer list of values (LoV) in the task needs to be left blank when you are adding the task to the assigned journey of the pending worker.
Can multiple tasks be selected and marked as complete?	No, because the tasks types can be different. For example, certain tasks such as signing a document or updating personal information can be marked complete only by the worker who's the task performer.
Can I see the assignment status of an employee when assigning a journey?	When you search a person to assign the journey, the search results display the assignment status attribute in addition to other attributes. However, to see the assignment status attribute, you need to enable Oracle Search. For more information about setting up Oracle Search, see the topic in the Related Topics section.

Navigation to Journey Pages from Notifications

When the user clicks a link in the notification, they are redirected to a journey page. The user can navigate to a specific task directly from the task notification, such as Email, Bell, Things to Finish, and BPM Worklist. However, for these notifications, the user can directly navigate to a specific task only if they are the task performer:

Task Assigned and Reassigned Notification (BIP and Alert)
Task Updated Notification (BIP and Alert)
Task Assigned Combined Notification (BIP and Alert)
Reminder Notification (only Alert)

Here are some points to consider:

Task performers who don't have access to the person are directed to the My Tasks tab in Journeys from the notification.
Line managers and HR specialists are directed to the specific assigned journey in the Assigned Journeys tab in Journeys from the notification.

These examples describe the pages that the user is redirected to based on their role.

Example 1

Ravi Chauhan is the journey assignee and task performer. In this case, when Ravi clicks the link in the notification, they are redirected to the My Journeys > Journey details page.

Example 2

Sandeep Shetty is the journey assignee and Pooja Kapoor is the task performer. Additionally, Pooja has access to Sandeep’s assigned journey. In this case, when Pooja clicks the link in the notification, they are redirected to the Assigned Journey > Journey details page.

Example 3

Anjali Varma is the journey assignee and Anil Thomas is the task performer. Anil doesn’t have access to Anjali’s assigned journey. In this case, when Anil clicks the link in the notification, they are redirected to the My Tasks page where they need to search the task that they need to work on.

When the user clicks the link in the notification of a contextual journey, they are redirected to the My Tasks page where they need to search the task that they need to work on.

When the user clicks the link in the notification of a personal journey, the journey assignee is redirected to the My Journeys > Journey details page. Other users are redirected to the My Tasks page where they need to search the task that they need to work on.