Journey Template Definition
This table shows the attributes you can configure for a journey template:
Field or Tab | What You Use it For |
---|---|
Date From - Date To | Defines the period during which this template is valid and can be assigned to workers. |
Country | For information purpose only and doesn't filter journeys based on the country. If you want to restrict journeys based on country, then use eligibility profiles. |
Eligibility Profile | Link an eligibility profile to determine for whom the template is
applicable. The journey template is assigned only if it matches
specific eligibility criteria, such as person type, business unit,
legal employer, and so on. The criteria that you configure in an
eligibility profile is evaluated when a journey or task is assigned
to a worker. The journey or task is only assigned to those workers
who satisfy the eligibility profile criteria. Create the eligibility
profile with Checklist as the value for Profile Usage. The value
you select in Assignments to Use can only be one of these
options:
In exclusion scenarios, it's recommended to use Specific Assignment as the Assignment to Use in the eligibility profile. For the eligibility criteria, you can enter criteria only in the Person, Employment, and Labor Relations tabs as they contain attributes which are applicable for the journey. Additionally, you can create a fast formula. Here are a
few points to consider when configuring an eligibility
profile:
|
Category | Select the category based on the template usage. The values for a category are configured in the CHECKLIST_CATEGORY extensible lookup by using the Checklist Lookups task. Journey categories that are delivered by Oracle can't be modified. However, you can add additional categories to the CHECKLIST_CATEGORY. Once the template is saved, the category can't be modified. |
Actions and Events | Specify an action or configure an event based on which the journey needs to be automatically assigned. |
Archive and Purge | Specify the duration after which journeys that are assigned based on the template will be archived and purged. |
Allocation Criteria | Select a criteria to determine when the journey will be assigned. |
Completion Criteria | Select a criteria to determine when the journey will be marked complete. |
Message | Configure details, such as welcome message, background image,
recurrence, and so on.
|
Background Image | You can upload an image or specify the URL of an image that's
reflective of the journey when you create the journey template. When
you upload, ensure that the file size doesn't exceed 5 MB. The image
displays on the header of the journeys page when users select and
navigate to a specific journey either from the My Journeys or
Explore tab. These must be the image specifications:
|
Dashboard | Include additional content, such as note board, and events and
happenings for all categories of journey templates. There is no
provision to create additional sections. The Note Board and What’s
Happening sections are limited to 3 sections each. The Note Board section doesn't support images. It's only for text and links. The same image is visible under the What's Happening section, as it's a seeded image that can't be modified. If you don't provide any image, it will use and display the seeded image. If you want to have a specific image, you need to provide the image in the Image URL field on the configuration page of the dashboard. Ensure that the image dimension is 280x200 pixels or larger to avoid distortion. |
Display Settings | Control access to a journey section or task action based on role. |
Security | Configure access to templates and assigned journeys. |
Schedule Allocation | Schedule survey journeys. |
Title for Journey Templates
Attribute | Field Label in Enterprise Onboarding Category | Field Label in Enterprise Onboarding Step | Field Label in Other Categories | Field Label in Survey Category | Where This Text Displays |
---|---|---|---|---|---|
Welcome Text | Welcome Notification Text | Not available | Text | Welcome Text | This doesn't appear on any of the pages. In Enterprise Onboarding journeys, this text appears as the text in the assigned journey welcome BIP notification. |
Title | Welcome Notification Title | Title | Title | Title | This appears on the Journeys page as the title when you
drill-down into a specific journey from My Journeys. In Enterprise Onboarding journeys, this text appears as the title of the assigned journey welcome BIP notification. |
Subtitle | Not available | Not available | Subtitle | Subtitle | This appears on the Journeys page as the subtitle when you
navigate to your assigned journey from My Journeys. You can configure the subtitle for all journey categories. |