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 view the journey activity details for the selected journey template when you navigate directly from the journey card on the Explore tab. On the Activity tab, you can view the allocation status. You can drill-down to the journey details page to see the assignment details. You can also navigate directly to the Activity tab from the journey details page. If you navigate to the Activity tab for a specific journey from the Explore tab or journey details page, you can’t search for other journeys on the Activity tab. You can monitor the progress and status of an assigned journey when you mass assign a journey to multiple people in a single transaction. 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.

The applyPersonalFilter Visual Builder (VB) page property controls the defaulting of the personal filter chip on the Explore tab in journeys. The default value of the property is true which means the Personal filter chip will be applied by default. If you select the property value as false, then by default the personal filter chip won’t be applied.

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.

Contact and Work Info Display

This table describes the contact and work information displayed to various journey actors.

Attribute	How is it configured?	Can the display be controlled?	Where is it displayed?	Who can see it?
Get in touch	My Client Groups > Journeys Setup > Journey Templates > Overview tab > Get in touch	The attribute can't be controlled through display settings. If you don't want to show the attribute to the journey assignee, it shouldn't be configured in the journey template.	Displayed as Contact Us under My Journeys > specific assigned journey.	Only the journey assignee. This attribute isn't displayed to any other actors in the journey.
Contact Us	The attribute isn't configured on the journey template. It contains information about the Line Manager and Areas of Responsibility of the journey assignee.	The attribute can be controlled through the Contact Us display setting at the journey template level.	Displayed as Contact Us under Assigned Journeys > specific worker's journey.	All actors who have access to the assigned journey of the worker. This attribute isn’t displayed to the journey assignee.
Contact Info	Checklist Template > Tasks tab > Specific Task > Task Owner	The attribute can be controlled through the Contact Information display setting at the task level.	Displayed as Contact Info for a specific journey task.	All actors who have access to the task.
Work Info	The attribute isn't configured on the journey template. It contains information about the assignment of the journey assignee.	The attribute can be controlled through the Work Info display setting at the journey template level.	Displayed as Work Info under Assigned Journeys > specific worker's journey.	All actors who have access to the assigned journey of the worker. This attribute isn’t displayed to the journey assignee.

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 Task Page from Notifications

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

However, they can navigate back to the assigned journey page to view all tasks by using the back button on the page header, if the user has access to the journey.

The display of the back button is controlled through the showBackButton page property in Visual Builder Studio (VB Studio).

If the property is set to true, then the user will see the back arrow and be able to navigate to the assigned journey directly from the task page.

If the property is set to false, then the user won't see the back arrow and can't navigate to the assigned journey directly from the task page.