Checklist
Discussion List
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Esignature in checklist taskSummary: Hi, Just wanted to know whether we can have a workflow for esignature in journeys task. Eg: if there is a document that needs to be signed by 2 people; Employee… -
Onboarding checklist notificationHello, We are using checklist for Onboarding, and currently there are different task will be assigned to new joiner after 15 days, 30 days, 60 days and 90 days. Currentl…
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Checklist not allocatedHi, is there a way to notify users when a checklist is not allocated to performer because of an error? Where users can track the correct allocation of checklists? Thank …
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How to make the name of a Journey dynamicSummary: Navigation: My Client Groups - Quick Actions - Show More - Checklist Templates - Medicare Information Journey We would like to dynamically append the current ye…Bhuvaneswari Konduri-Oracle 22 views 1 comment 0 points Most recent by Shweta Ganguly-Oracle Journeys
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Questionnaire - Upload answers through HDLSummary: Questionnaire - Upload answers through HDL Content (required): Hi, Is it possible to upload the assessment answers into employees questionnaire survey in bulk t…
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Onboarding checklist issue - Performer based on AoRSummary: The tasks are not assigned to the AoR but they are assigned to the initiator Content (required): Hello experts, I created an onboarding checklist with 2 tasks. … -
configuration of native signature - name validation questionSummary: Currently we do not have any Name Validation configured in Integration Details for e-signature name validation. Content (required): Currently we do not have any…
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"Archive and Purge Journey Data" - Force Complete option donot return any recordsSummary: Content (required): Trying to Bulk "Force Complete" a particular checklist assigned to users. This allocated checklist is in Initiated status and allocated on 2…
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Copy tasks from checklist and reallocateSummary: Copy tasks from checklist and reallocate Content (required): Hi Team, We have come across an issue where one of the tasks remained stuck though the employees ha… -
Can we trigger the Journey to the external usersSummary: Can we trigger the Journey to the external users Content (required): Hi Experts, We have a requirement to trigger the some Surveys to the employee who were not …
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Deallocate Checklist from JourneySummary: Deallocate Checklist from Journey Content (required): Hi Team, How do we de-allocate the assigned checklist in a Journey for the employee? We do NOT want to del…
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HR checklist questionnaires, can have mandatory questions?Summary: Content (required): Hello experts, Is it possible to have the questions mandatory for a questionnaire HR checklist type? Usually in the Recruiting the questions… -
How can I see the details in the logs when a Journey is assigned?Summary: In order to troubleshot when I journey is assigned, we need more tools to view what is happening behind scenes Content (required): We have created Journeys of t…
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Can Pending Workers Access their W4Summary: Hi Team, We have a task that pending workers need to complete their W4 forms as part of pre-boarding. Can you confirm if this is feasible for a pending worker, …
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How to have two boxes for attachments in onboarding task?Summary: Content (required): Hello experts, We have a few document tasks for the onboarding of our client which would require double separate boxes for the attachments i…
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Do we have any possibility to configure a approval flow thru the Journey?Summary: We would like for employees to be able to edit and update their own banking information; both as new hires and as existing employees. We require HR approval for…
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"Edit a Task Due Date" is set to hide for Line Manager, but s/he still sees the corresponding fieldSummary: "Edit a Task Due Date" is set to hide for Line Manager, but s/he still sees the corresponding field Content (required): Hello, 1. I have a task that is set up l… -
FMLA Employee Checklist - JourneysSummary: Hi Team, I would like to know if anyone implemented Journeys/Checklist for FMLA Leave type. Family and medical leave act is parental leave in US and have sequen… -
Error when completing a task when testing JourneysSummary: Hello, We are receiving the below error when completing the task. "status failed: You can't create a document record, as this document type is configured with a…
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How to capture questionnaire responses in a Checklist OTBI reportSummary: We have created a journey with a questionnaire which is part of advanced task. We need to create a report where the status of the journey along with the questio…
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Alert notifications for journey not working when the performer is part of Areas of ResponsibilitySummary: Our Onboarding journey is usign the "ORA_CHK_TASK_ASSIGNED_PERFORMER" to notify the performer about his new assigned task and send them to the task journey with…
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Archive and purge fieldsHi everyone, the archive duration and the purge duration in journey configuration, has no limits? We can set the archive duration and the purge duration for example in 5…
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leavers checklist is assigned to the same employee multiple timesSummary: leavers checklist is assigned to the same employee multiple times Content (required): Version (include the version you are using, if applicable):23C Code Snippe…
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Workforce CompensationSummary: Is there a capability to create a Journey for Workforce Compensation yet? I am looking for including for following tasks -1) Create Eligibility Profile 2) Creat…
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Can we have different approvers for different TasksSummary: We wanted to have approvals for different tasks to be routed to other approvers Content (required): In our current journey, we have about 6 tasks and we wanted …
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How can we enable "activity" tab in Journey section?Hi, how can we enable the "Activity" tab in Journey section? The tab is always empty. Which could be the problem? Regards, Mara
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Why are questionnaire responses not available via Checklist Real Time after archiving journey ?Summary: Journey had HR Checklist questionnaire. Journey questions were completed. After archiving the journey, the questionnaire and the responses are no longer availab…
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Journey task doesn't workHi everyone, We have a problem with a Journey, I give to you the journey details: The journey has 7 tasks: the first is a questionnaire task - performer: Initiator the s…
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Translation for the Onboarding Sponsor (free form text) in Checklist contact ?Summary: Is this field translatable via any tools ? Content (required): Hello, At the Checklist / Journey level, we have the ability to show a contact info, and select a…
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Native esignature not working under Advanced taskSummary: Hi, We configured two tasks - Task 1: Native esginature (with Last Name), employee can enter their last name and mark the task as 'Done' Task 2: Advanced task -…