Concept: Engagement Plan Monitor

The

Engagement Plan Monitor

enables you to view and troubleshoot plans that have failed to send communications to their intended audience.

Notification Groups

You can configure which security groups to notify when engagement plans fail on the

Engagement Plan Failures

tab on the

Maintain Student Engagement Settings

task.

To receive notifications, security groups must:

Be in active status.

Have access permissions to the Manage: Sending Campus Engagement
domain in the Campus Engagement functional area.

Have access permissions to the

View Failed Engagement Plans

When a plan fails or contains errors, Workday sends a:

Notification on the notifications page.

Email, when you configure the

Student Engagement Monitoring Notification Type

in the

System

category on the

Edit Tenant Setup – Notifications

task.

You can use the

Engagement Plan Monitor

report to view:

Failed engagement plans.

Reasons for failure.

Resolutions.

The

Instances Affected

column displays the number of plans that have failed. You can drill into the number of instances to view all the plans that have failed. Then use the related actions menu to navigate to the issue and fix it.

The engagement plan instance also displays critical errors and warnings.

Causes for Engagement Plans Not Sending

Workday displays warnings and alerts when your engagement plans fail to send communications. Your engagement plan can fail when the:

Assigned

Run As User

can no longer access the report or saved search for the Student Audience.

Custom report that defines the student audience contains prompts.

Report that defines the student audience is set to Temporary
.

Mail coordinator for printed items is inactive.

Recipient threshold for engagement plans exceeds the number specified.

Engagement plan has a stop date in the next week.