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Managing Campaigns

From the Campaign Management page, Administrators can select a specific campaign in order to view the progress of every resource in that campaign, see the current state of the voting results, send reminders, end the election, etc.

Note

If a campaign is in the Created status, the campaign has not yet been started and its management operation is currently disabled. You can only start or edit campaigns in the “Created” status. Once started, the campaign administration options are be enabled.

Once a campaign is selected, details appear in a new screen.

To the left, the resources within this campaign are listed. You can use the drop-down to narrow down the resources that are shown, or search for a specific resource in the search field. Resources that are listed show a status (In Election, In Review, Completed) of where they are at in the campaign cycle.

Select a resource from the Campaign Resources window to view the current election results of the resource.

Once a resource is selected, three tabs appear above the main grid:

  • Election Results
  • Voter Activity
  • Review and Assignment

At the top of the page is the View Summary and Campaign Actions buttons.

Select View Summary to view more detailed information about this campaign.

Select Campaign Actions to do one of the following:

  • Reassign Reviewers
  • Send Reminders

If reassigning reviewers, a new window appears with a search field. Choose the desired reviewers and select Save. The newly selected reviewers replace the previously existing ones.

Note

If a campaign has been created without reviewers, the Reassign Reviewers option is not available.

If sending reminders, a reminder is sent to all voters or reviewers who have pending tasks.

The option to end the election is also at the top right of the table. Select End Election to complete the election phase of the selected resource. End the election when enough votes have been captured or when you need to move the resource election process to the next phase. Elections automatically end when all voters cast their votes.

Once the election phase has ended, the campaign passes onto the next phase. If reviewers were set, the resource moves to the review phase, followed by the assignment phase, before reaching completion.

Note

Ending an election is only available when a resource is in the In Election phase.

Election Results Tab

The Election Results tab provides a ranking of each identity along with their job title, manager, and department, as well as the reason they are included in the campaign. Candidates are included in the campaign if they were identified by Data Access Security as top active users, if they were nominated by a voter as a potential candidate, or if they were added by a reviewer as an owner as part of the review process. The Total Votes column shows the number of votes and percentage of voters who have voted for that candidate.

Voter Activity Tab

This tab presents the top 20 most active users along with their organizational information. The Action column provides the option to remind a voter that they still need to cast their vote. If a voter has already voted, this button is disabled.

All options that are available in the Election Results tab are also available in the Voter Activity tab.

Review and Assignment Tab

If the selected resource is in the Complete status, the Review and Assignment tab becomes active.

A new Approved column appears in the grid and provides a list of users who were approved or rejected by the reviewers to be assigned as Data Owners.

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