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Campaign Management

To view an existing campaign or create a new one, go to Governance > Owner Election > Campaign Management.

Note

This page is only available to users with the Data Access Security Administrator user level which is set within Identity Security Cloud.

All of the created campaigns are listed along with their assigned reviewers, the application and application type the campaigns are scoped to run on, the start and end date, the assignment type, and the status and progress of the campaign.

Campaigns can be in one of the following statuses:

  • Created - The campaign has been created but has not been started. Candidates and voters have not yet been identified and invites were not sent.
  • In Progress - The campaign has been started but is still in progress.
  • Completed - The campaign has been completed. All elections, reviews, and assignments for all resources are complete.
  • Pending Cancel - The admin issued a cancel command and the the campaign is in the process of being cancelled. All pending work is cleared.
  • Cancelled - The campaign was cancelled.
  • Failed – An unexpected technical issue occurred.

Filtering Campaigns

There are three ways to search for a particular campaign. You can use the predefined filter options (Active or All), search campaigns by name using the search bar, or use the filter icon to search for a campaign based on the campaign details.

If viewing the Active filter (selected by default), all campaigns that are in either the Created, In Progress, or Pending Cancel state display.

If you select the filter icon, a filter overlay appears with the following filters:

  • Status - Select any of the above mentioned statuses to search for a campaign.
  • Reviewer - Search for campaigns that a specific person (or multiple people) is set to review.
  • Assignment - Search for a campaign that is set to automatically assign the data owners when the campaign ends or if a manual assignment is required.
  • Application Type – Search for a campaign that is scoped for the selected application type.
  • Application – Search for a campaign that is scoped for the selected application.

  • Start Date – Search for campaigns based on their start date. You can search by:

    • Equals - Searches by an exact date.
    • Last X Days - Searches for campaigns that started within the last provided number of days.
    • Between - Searches for campaigns that started between two dates provided by the user.

  • Progress - Search for a campaign whose progress is within a certain range. Select either Lower than or Greater than. A percentage field displays where a percentage needs to be provided.

Campaign Management Actions

Each campaign listed has a set of actions the administrator can perform.

  • View Details - Provides more details about the campaign.
  • Edit Campaign – Only available for campaigns that have been created. Opens the campaign wizard where edits can be made.
  • Run Now – Only available for created campaigns. Starts the campaign.
  • Cancel Campaign - Cancels the campaign but does not delete it.
  • Refresh – Refreshes the campaign data.
  • Restart Campaign - Starts the campaign from the beginning and changes the status back to In Progress. Restarting a campaign is only available on campaigns with the Failed, In Progress, or Cancelled status.
  • Delete Campaign – Cancels and deletes a campaign. The deleted campaign will not be displayed and this cannot be undone.

Documentation Feedback

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