Journey overview dashboard

  • Release version: Washingtondc
  • Updated April 16, 2024
  • 2 minutes to read
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    Summary of Journey Overview Dashboard

    The Journey Overview Dashboard is a centralized tool for tracking and managing tasks related to various journeys within your organization. It provides insights into the status and progress of journeys, including overdue tasks and upcoming deadlines, helping users maintain efficient workflow management.

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    Key Features

    • Dashboard Components: View details on journeys, including due tasks and task distribution by role and activity type.
    • Access Requirements: The snjny.reader role is required to access the dashboard.
    • Use Cases: Designed for Journey/HR Coordinators to manage and analyze journey-related activities.
    • Reports: Different report types are available, such as overdue tasks and tasks due soon, sourced from the Journey Accelerator Task and Task tables.
    • Filters: Users can filter tasks based on location, department, journey start date, journey type, and employee start date.

    Key Outcomes

    Utilizing the Journey Overview Dashboard enables organizations to effectively monitor their journey management processes, ensuring timely completion of tasks and improved overall operational efficiency. It assists in identifying bottlenecks and facilitates proactive management of employee journeys.

    Journey Overview is a comprehensive dashboard that allows you to efficiently track and manage ongoing tasks and journeys within the organization.

    On the dashboard you can view details about different journeys, including the number of journeys that are due, journeys tasks, journey tasks by role and by activity type, and other relevant journey specific information.Journey overview dashboard

    Required ServiceNow AI Platform roles

    The sn_jny.reader role is needed to access this dashboard.

    Access the Journey overview dashboard

    To open the dashboard, navigate to All > Journey designer > Administration > Journey overview.

    Use cases

    For examples of how different people in your organization would use this dashboard, see these use cases.
    Table 1. Users and dashboard details
    User Dashboard use
    Journey/HR Coordinator

    Access the journey overview dashboard to efficiently manage and analyze different journeys within the organization.

    Reports

    Table 2. Report details
    Title Type Source table Description

    Overdue journey accelerator tasks

    Single score

    Journey Accelerator Task [sn_ja_task]

    Contains Journey Accelerator task details and relationships to other Journey Accelerator tables.
    Overdue lifecycle events tasks Single score Task [task] The Task table provides means for creating and completing Tasks, as well as tracking their workflow in your instance.
    Journey accelerator tasks due soon Single score

    Journey Accelerator Task [sn_ja_task]

    Contains Journey Accelerator task details and relationships to other Journey Accelerator tables.
    Lifecycle events tasks due soon Single score Task [task] Task table provides means for creating and completing Tasks, as well as tracking their workflow in your instance.
    Overdue journey accelerator tasks by role Bar

    Journey Accelerator Task [sn_ja_task]

    Contains Journey Accelerator task details and relationships to other Journey Accelerator tables.
    Overdue lifecycle events tasks by activity type Bar Task [task] Task table provides means for creating and completing tasks, as well as tracking their workflow in your instance.
    Journey status Line Task [task] Task table provides means for creating and completing tasks, as well as tracking their workflow in your instance.

    Filters

    Table 3. Filter details
    Name Type Description

    Location

    		 Multi-select

    Displays various tasks based on the location of the journey employee.
    Department Multi-select Displays tasks based on the department the task assignee belongs to.
    Journey start date Choice Displays tasks based on the journey start date.
    Journey type Multi-select Displays tasks based on the journey type.
    Employee start date Choice Displays tasks based on the start date of the employee.