Concept: Manage an Engagement
Workday enables these options for managing your engagements.
Option | Description |
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Configure email routing | To configure email routing for engagement items, select Edit from the More Actions menu. You can select an Email Destination Priority to control how recipients receive messages and reminders:
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Duplicate an engagement | To copy an engagement, select Duplicate from theMore Actions menu. |
Run an engagement now | Workday sends engagement items 4 times each day. You can view the last and next run times on the Engagement Builder report. To run an engagement as soon as possible, select Run Now from the More Actions menu. Workday moves the selected engagement to the front of the queue for the next run. |
Search for an audience or engagement | Use these search prefixes to locate an audience or engagement in Global Search:
If the View Audience or View Campaign reports are hidden, you won't be able to use these prefixes to search. Access the Hide Workday Delivered Report task to determine if these reports are hidden. |
Send a message | You can create a conditionally scheduled message as part of your engagement without assigning a learning course. To send a message independent of a learning course, click Add Item > Message . |
Suspend an engagement | To suspend an engagement, select Suspend Engagement from the More Actions menu. Workday suspends engagement items until you select Resume Engagement from the More Actions menu. If you suspend an engagement, the engagement completes its run but won't run again. If the end date for your suspended engagement has not passed, reminders are still sent for suspended engagements and for learners with existing in-progress assignments. To prevent learners from receiving reminders for a suspended engagement, use the Waive Learning Assignment task to waive the associated learning assignment. |
Verify email notifications | Use the Business Process and Integration Notifications Indexed report to verify email notifications were sent. You can verify content, recipients, and timing. |
View enegagement insights | To view engagement performance metrics and visualizations, select View Insights from the More Actions menu. From the Insights tab, you can view the engagement processing status and these metrics: New Items Today: Number of new learning assignments issued today. Processing Status: Total number of errors from the last engagement run. Notifications Distributed Today: Total number of notifications or messages successfully sent today. You can also view these visualizations:
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View engagement run logs | To view your engagement run logs, select View Run Logs from the More Actions menu. Click the number in the Errors and Warnings column to view details about the error or warning. |