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Creating a Data Election Ownership Campaign

To create a new campaign, go to Governance > Owner Election > Campaign Management and select Create New.

When creating a new campaign, you need to provide details about the desired campaign.

General Details

On the first step of the campaign creation, provide the following information:

  • Campaign Name – Mandatory. Name of the campaign.
  • Description - Details about the campaign.
  • Data Owner Assignment - Select if elected owners will be automatically or manually assigned to business resources at the end of the campaign.
  • Assign Election Reviewers - Toggle this on if you want to assign reviewers to approve or adjust the election results. If reviewers are not set, the top candidates (1st and 2nd place based on the election results) are automatically assigned to the resource as the data owners.

Note

If Assign Election Reviewers was toggled to enable reviews, a new field appears allowing administrators to search and assign reviewers for the election campaign. Search for identities to assign as reviewers. Selecting identities is mandatory if toggled on.

Select Next.

Define Scope

The Define Scope page allows administrators creating the campaigns to determine what resources are going to be included in the data ownership election campaign. These are the resources the campaign is going to facilitate electing data owners for.

  • Application Type - Select the type of application the campaign is centered around.
  • Application - Select the specific application.

  • Resource Scope - When setting the scope for the campaign, you have the option to select specific resources from one of three groups:

    • All Resources - Allows you to select specific resources within the chosen applications and assign owners to them.
    • Top-level Resources - Top-level roots of the application hierarchy. These often serve distinct business unit or projects, and often the level you would want to set data owners on.
    • Resources with Unique or Modified Permissions - All resources that have unique or modified permissions compared to the parent folder. These resources represent a fork in the permission inheritance model and often represent a demarcation point that serves a different business purpose where a new data owner might be required.

  • Resources - list of resources based on the previous field selection. Multiple resources can be selected.

Select Next.

Summary

On the summary page, review all the campaign settings you have chosen.

Here, you can use the Send Invitation toggle to activate sending invitations, which is on by default.

You can also send out a reminder about the campaign. The reminder option is on by default. Reminders cannot be edited. They are sent out weekly on Mondays at 5:00 AM UTC.

Select either Save or Save and Run. If Save is chosen, the campaign will not be started.

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