Journey designer journey template reference

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Journey Designer Journey Template Reference

    The Journey Template page provides essential information for plan configuration owners in ServiceNow's Employee Service Management. It outlines roles such as the primary owner, co-owners, and approvers, each with specific responsibilities regarding the journey template management.

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    Key Features

    • Owner Role: Only one primary owner can be assigned to a journey template.
    • Co-owners: Multiple co-owners can manage and publish the template, sharing the same capabilities as the owner.
    • Approvers: Approvers are responsible for reviewing and approving changes, with only one approval needed for modifications.
    • Comments: Owners can add comments visible in the Activity tab of the plan configuration for clarity on changes.
    • Preview Functionality: Owners can preview the template from different roles to ensure the desired changes before publication.
    • Email Notifications: Notifications are triggered for various actions, such as assignments and approvals, ensuring all parties are informed.

    Key Outcomes

    Once approved, changes to the journey template become visible, with the ability to edit them only after an approver responds. The Activity tab maintains a history of modifications, enhancing transparency and tracking of changes made to the plan configurations.

    The journey template page has information that is useful to the plan configuration owner.

    Header area

    The header of this page displays the plan configuration name and description and the following information.

    A ServiceNow administrator assigns owners, co-owners, and approvers.
    Owner
    There can be only one primary owner of a journey template.
    Co-owners
    There can be multiple co-owners for a journey template. Co-owners have the same abilities of the owner to change and publish plan configurations.
    Approvers
    Approvers review and approve or reject changes to a journey template. Changes to a journey template need only one approval.
    Tip:
    Owners can add comments that are displayed in the Activity tab of a plan configuration.
    1. From My tasks, open an Approval request.
    2. Select the link at the top of the request.
    3. In the plan configuration, select the Activity tab.
    4. Read the comments added by the owner to see if there are any special instructions.
    Preview
    Preview a template to make sure the changes you made are what you expected.
    • Preview this template: Preview the template with the roles that are assigned to the owner.
    • Preview as an employee: Preview the template with the roles assigned to the selected user.
    Note:
    The plan configuration preview feature depends on whether the plan configuration owner has access to the selected Audience type. These Audience types are accessible to all plan configuration owners.
    • HR Profile
    • HR Criteria
    • Users
    • Users Criteria
    • Upload file
    Publish journey template
    The changes are visible after an approval by one approver. The template can't be edited until after an approver either approves or rejects the approval request.
    Note:
    Comments are visible as comments in the Activity tab.
    Cancel approval request
    The owner or any of the co-owners can cancel the approval request.

    Journey template overview tab

    The overview tab shows all the components of a journey that can be modified by owners.
    Stages
    A logical container of a journey that includes tasks that are assigned to employees, mentors, or managers.
    Task templates
    Individual tasks assigned to a user.

    Activity tab

    Displays the history of all the changes for a plan configuration in chronological order.

    Email notifications

    Owners, co-owners, and approvers can be the recipient of email notifications.
    Note:
    Users with Notification set to Disable won't receive any notifications.
    Table 1. Email notifications details
    Email notifications are sent when Email notification recipients are
    An owner or co-owner is assigned to a plan configuration
    • Owner
    • Co-owner
    An owner publishes a journey template for approval Approver
    An approver rejects a journey template approval request
    • Owner
    • Co-owner
    An owner cancels or rescinds a journey template approval request Approver
    A journey template approval request is approved
    • Owner
    • Co-owner
    It has been more than 3 days since a journey template was submitted for approval by the owner
    Note:
    Notifications are sent on the third day and every other day (that is, 5th, 7th, 9th days) until a response is received.
    		 Approver