Rival Help CenterWorkflow

Manage a running journey

After a journey (event) is launched for an employee, you can modify it, terminate it, or reactivate it if it was terminated.

Change an event after launch

You can change an active event without terminating and relaunching it. Common changes include start date, categories, and assigned people.

  1. Find the employee (use the Find Employee search).
  2. From the Actions dropdown, click Profile.
  3. Click the Events tab.
  4. Beside the event, click Edit.
  5. Make changes and click Save.

Note: If you change the start date, due dates associated with that date are recalculated for the event.

Terminate an event

  1. From the Dashboard Summary, click the Employees tab.
  2. Click the employee name to open their Task List.
  3. Expand the See Details section.
  4. Click Edit.
  5. Click Terminate Event.
  6. Enter a reason and click Yes.

Reactivate a terminated event

A user on the event coordinator team can reactivate a terminated event.

  1. Find the employee and go to their Profile > Events tab.
  2. In the list of events, click Edit for the terminated event.
  3. Click Reactivate Event.
  4. (Optional) Enter a reason for reactivation.
  5. Click Reactivate Event.

What happens after reactivation:

  • The event resumes from its current state.
  • Previously completed tasks remain completed.
  • Incomplete tasks are reinstated with their original status.
  • An Event Note Added notification is sent (if configured).