Create a Template Based off Existing Template

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

2. Select a template from those displayed.

3. Select Create Campaign on the bottom left of the selected template.

   The Create Campaign screen displays, with the General Details step displayed automatically.

4. In the General Details tab, fill in the following fields:

   • Campaign Name - Enter the name of the campaign. This is a mandatory field.

   • Campaign Description - Enter a description of the campaign.

   • Instruction to Reviewers - This instruction text displays to the reviewer in the approval screen. It can also be used in the campaign mail templates.

   • Duration - Select Days, Weeks, or Months from the dropdown menu, and type in the relevant number of days, weeks, or months. This is a mandatory field.

     The system sets the due date of a campaign based on the campaign duration. The due date is the date on which it is recommended that the campaign should end, but the campaign does not end automatically on that date.

5. Select Next.

   The Save step displays.

6. Under Scheduling Campaign, select one of the following options:

   • Save & run manually - This option saves the campaign for you to run manually in the future.

   • Save & run automatically - This option saves the campaign and runs it automatically when the template was set to run (in the Create Template or Edit Template steps).

7. Select Save.

   An Information pop-up window displays to indicate that the campaign has been saved successfully, and a task is created to create the campaign itself.

8. A Campaign Management link will display to redirect you to a screen to view the campaign. Alternatively, you can view the campaign by navigating to Compliance > Access Certification > Campaign Management.