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Campaign Management

Navigate to Compliance > Access Certification > Campaign Management.

Valid campaign statuses are:

  • Completed
  • Created
  • Creation Failed
  • Deletion Failed
  • In Progress
  • Pending Completion
  • Pending Creation
  • Pending Deletion
  • Pending Re-initialization
  • Pending Review in Progress

Manage Existing Campaigns

To manage existing campaigns, perform the following steps:

  1. Navigate to Compliance > Access Certification > Campaign Management.

    The campaigns will display from left to right, sorted chronologically by the date of campaign creation.

Each displayed campaign lists the following information:

  • Template - The template name displays as a link, which the user can select to edit the template. Any changes made to the template will only affect future campaigns. If the campaign was created without a template, "No Template" will display (but not as a link).

  • Description - The template description.

  • Owner - The template owner.

  • Due Date - The due date displays. If the status is Creation in Progress or Created & Ready to Run, then "Due date to be calculated during initial run" will show.

    When the campaign status is Review in Progress, the due date will be yellow for 0-7 days before the date or red if the due date has passed.

  • Refresh - This button refreshes the current campaign status and is located on the bottom left of the displayed campaign.

  • Run Now - This button only displays for a campaign whose status is Created & Ready to Run.

    When you select this tab, it creates a task that:

    • Runs the campaign
    • Sets a campaign due date
    • Sets the campaign reviewers
    • Sends email notifications to the reviewers, requesting them to approve or reject suggested user accesses.

    The menu button on the top right of each campaign display contains various options depending on the campaign status. Options include:

  • Edit - Edit the campaign.

  • Save as Template - Save the campaign as a template.

  • Refresh - Refresh the user’s view of the campaign status.

  • Reinitialize - Create a task that reinitializes the campaign.

  • Delete - Delete the campaign.

  • Send Reminders - Send reminder emails to reviewers to complete the campaign.

  • Generate Report - After you select this option, you can view the generated reports by navigating to Reports > My Reports.

    Note

    This report contains a detailed list of all records, including their process levels and a summary of their statuses.