Create and manage Journey Accelerator plan types

task australia Updated Sep 10, 2026 1 min read create-manage-ja-plans.md
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Create plan types to manage the top-level classification for stages and tasks in a Journey Accelerator plan.

Before you begin

Role required: sn_ja.admin

About this task

Managers select a plan type when they are configuring a specific plan. As an administrator, you should create a title for a plan type that is meaningful. You want managers to quickly understand what plan type they are using, for example New Hire, Promotion, or Offboarding.

Procedure

  1. Navigate to All > Journey Accelerator > Manage Plan Types.

  2. Click New.

  3. In the Title field, enter a meaningful name for the type of plan that you are creating so that it is easily identifiable.

    These fields contain default plan header configurations for the plan type.

  4. Click the search icon next to a role to change the header configuration for that role.

  5. After you have selected any header configuration you want to change, click Submit.

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