Journey
    • 11 Apr 2024
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    Journey

    • PDF

    Article Summary

    An actionable audit log of all Service Record activity — where Admins track and manage each Service Record’s Resolution process.




    Requirements

    • Admins with Edit permissions can perform actions in the Journey

    • Admins with Read permissions can view the Journey

    This document describes the Journey’s layout, modes, and in-line action options.

    Journey Layout

    The Journey tab of the Service Record includes a timeline of every Event and Change, including: 

    • Description

    • Any File Attachments

    • Metadata:

      • The user who performed the Event or Change

      • The date and time of every Event or Change

    Note

    • Automated actions are indicated by a bird icon

    • The Next action line doesn’t appear for users with Read Only permissions

    • Date and Time formats are defined by Users’ Settings for Time Zone and Date Input Style

    Journey Filters

     

    You can view the Journey within any of the following filters:

    Highlights

     Highlights is the Journey’s default filter, listing:

    • All Attachment uploads 

    • Notes

    • Messages

    • Status changes

    • Assignment changes

    • Resolution details

    Full Journey

    Full Journey displays all Journey Events (showing any change or action that occurred in the Service Record).

    Activities

    Activities displays:

    • Notes

    • Messages

    • Resolution information

    Audit Log

    Audit Log displays all Field changes that occur in the Service Record.

    Journey Actions

    You can perform the following in-line actions inside the Journey:

    • Notes

      • Write a Note

      • Edit a Note

      • Delete a Note

    • Messages

      • Reply to a Message

      • Forward a Message

    • Attachments

      • View or download an Attachment

      • Upload an Attachment

      • Delete an Attachment

    • Resolution

      • Edit a Resolution Card

      • Delete a Resolution Card