Introduction

A Journey guides you step by step through an important process — for example your onboarding, a training, or an explanation of safety and compliance topics. Completing a Journey helps you build knowledge and makes sure you know exactly which actions are expected from you.

In this article you'll learn what a Journey is, how to start and complete one, which types of steps you may encounter, and what to do if you run into any problems.

How does a Journey work?

A Journey is a series of steps that you complete in a fixed order. Each step can contain a different type of content: a document to read, a form to fill in, a group to join, or for example a profile picture to upload. On the left side of your screen you'll always see how many steps there are and where you currently are.

Within organisations, Journeys are typically used for:

• Onboarding and preboarding — helping new employees find their way.
• Training — building knowledge step by step.
• Safety and compliance — walking through mandatory guidelines.
• Processes and protocols — explaining ways of working in a consistent way.

Inside a Journey you can:

• Read documents and information pages.
• Fill in forms.
• Provide feedback through Smart Conversations.

My Journeys

Every user has access to My Journeys: a personal overview of all Journeys that are ready for you, scheduled to start, or already completed.

You can open this overview in one of two ways:

• Hover over your profile picture in the top right and select My Journeys.
• Click Journeys in the main menu.

The overview is divided into three categories:

1. Active Journeys — Journeys you still need to complete.
2. Scheduled Journeys — Journeys that will start soon.
3. Completed Journeys — Journeys you've already finished.

Does a category contain multiple Journeys? Then you can see how many of them you've already completed.

Starting and completing a Journey

Click on an active Journey to begin. The Journey opens in full screen so you can fully focus on the content.

Navigating through the steps

On the left side of the screen you'll see:

• (Optional) a short description of the Journey.
• The total number of steps.
• The current step, shown in bold.
• Completed steps, marked with a checkmark.

1. Read or complete the content of the current step.
2. Click Next to move on to the following step.
3. Repeat this until every step has a checkmark — the Journey is then completed.

Pausing a Journey and resuming later

1. Click the back arrow in the top left to leave the Journey.
2. Open the Journey again from My Journeys when you want to continue — you'll automatically pick up where you left off.

Types of content in a Journey

A Journey can contain several different types of steps. Below you'll find what to expect for each type and how to move on to the next step.

Reading a document

• Click on the document to open it.
• For some documents a read confirmation is required before you can continue.

Viewing an information page

• The page content is shown directly inside the Journey.
• Click View in pages to open the page in full screen.
• Subpages automatically open in a new browser tab.
• A read confirmation may be required before you can continue.

Filling in a form

• Click Answer questions to start the form.
• Your progress is shown on the left of the screen.
• Your answers are saved automatically, so you can continue later.

Uploading a profile picture

1. Click Upload profile picture.
2. Choose an image from your device and confirm your selection.

Filling in a profile field

• Fill in the requested profile information.
• Some fields are required before you can continue with the Journey.

Joining a group

• Click the button to join the group.
• For closed groups, an administrator's approval is needed — you'll be notified once you've been added.
• Already a member? You'll see a checkmark and can continue immediately.

Choosing a language setting

• Select your preferred language from the list.

Troubleshooting

I can't move on to the next step

• Check whether you've ticked any required read confirmation.
• Check whether all required fields in a form have been filled in.
• For a group, you may still be waiting for an administrator's approval.

I can't see a Journey in my overview anymore

• Make sure you're looking at the right category in My Journeys (active, scheduled or completed).
• Scheduled Journeys only appear once their planned start date has been reached.
• Completed Journeys remain available until the end date set by your organisation.

I can't see the step overview on my phone

• That's expected behaviour: in the mobile app the step overview on the left isn't shown. You can still complete the Journey in full — the Next button takes you to the following step.

Another issue

Doesn't your problem appear above? Contact support at support.plek@bcs-hr.com.

Reviewing completed Journeys

Completed Journeys remain available until the end date set by your organisation. You can find them in My Journeys under the Completed category, so you can always look back at the content whenever you need to.