Update and publish changes to plan configurations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Plan owners update plan configurations and publish the changes for review and approval.

    Vorbereitungen

    Role required: Owner or co-owner of a Journey designer plan configuration.

    Warum und wann dieser Vorgang ausgeführt wird

    Journey designer plan configuration owners update and publish plan configurations from the Employee Center service portal.
    Wichtig:
    In the Employee Center, Plan configurations are also referred to as Journey templates.
    Plan configuration owners can:
    • Add, reorder, rename, or delete stages.
      Hinweis:
      Only empty stages can be deleted.
    • Add task templates to a stage.
    • Create a task template.
    • Preview a template as a selected employee.
    • Publish a journey template (plan configuration) for approval by reviewer.
      Hinweis:
      If a plan configuration doesn't have any assigned approver, the plan configuration is immediately published when the changes are submitted.
    • Plan configurations that are published and currently in use aren’t impacted by changes.

    Prozedur

    1. From the Employee Center service portal, navigate to Journeys page.
    2. Select the Journey templates tab.
    3. Select the plan configuration that you want to update.
    4. Update the plan configuration.
      Owners and co-owners can change different parts of the plan configuration.
      • Stages: logical containers of task templates.
      • Task templates: individual tasks assigned to employees, mentors, or managers.
      For details about the see, Journey designer journey template reference.
    5. Select Publish journey template.
      Hinweis:
      Only new task templates need an approval.
    6. Select Submit.
      After the request is submitted, an approval task is sent to all the approvers assigned to the plan configuration.
      Wichtig:
      Only one approval triggers the publication of the plan configuration. If an approval is needed from a certain approver, owners should let all the approvers know.

      Owners and co-owners can cancel an approval request as long as an approver hasn’t approved or rejected the request.