Campaign Details

The Show Details tab provides a variety of functions.

  1. Click on the Show Details tab to display campaign details, including the campaign name, template, owner, type, status, and other information.

  2. Click End Campaign to end a campaign, or Hide Details to hide certain details.

    End Campaign

    Click this if you want to end a campaign in progress before all the reviewers have finished their tasks. The campaign will end automatically, and will remove all uncompleted tasks from the reviewers’ My Tasks lists. Once you end a campaign, all access requests that have not been rejected will be accepted, and the reviewers can no longer work on that campaign. In addition, it will create revoke requests for any records rejected during the campaign if the campaign was set to create those revoke requests.

    Hide Details

    Click this to hide the first three rows displayed.

Select various tabs, located directly below the displayed details, to perform additional functions.

    Pending Records Per Reviewers

    This tab is activated by default. It is displayed with white letters on a blue background, and lists only the relevant campaign’s pending records by reviewer.

    Reassign Records

    Reassign pending records to different reviewer(s).

    Send Reminders

    Send reminders to reviewers regarding actions on pending records.

    Bulk Actions

    Reassign records in bulk or to send reminders in bulk.

    Filter

    Filter pending records by Reviewer or Level Name.

    All Records

    Display all a campaign’s records.

You can reassign records, revert the review process, or show the review process if the campaign is in the In Progress status.

  • Reassign Records reassigns pending records to different reviewer(s).

  • Revert Review Process reverts the review process to a previous state.

  • Show Review Process shows all review process details at all levels.

There is no Show Details button for a campaign whose status is Creation in Progress.