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

  1. To manage existing campaigns, perform the following steps:

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

The campaigns display from left to right, sorted chronologically, by 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 that the user makes 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.”

When the campaign status is Review in Progress, the due date is 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 notification 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 upon 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.

  1. Select Filters.

  2. Under Filters, type or select the relevant data in the following fields to narrow your search of campaigns:

    Campaign Name

    Type the campaign name, or the first few characters of the campaign name, and then select the Search button next to that field.

    Owner

    Type the owner (user) name, or the first few characters of the name, and then select the Search button next to that field.

    Status

    Select a valid status from the drop-down menu (See full list above).

    Type

    Select All, Permissions, or Identities from the drop-down menu.

    Due Date

    Select All, Overdue, Due Today, Due in 7 Days, or Define Range from the drop-down menu.

    If you select Define Range from the drop-down menu, a calendar displays for you to select a date range.