Campaign Management

To manage existing campaigns

Navigate to Compliance > Access Certification > Campaign Management.

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

You can filter the display of campaigns for easier viewing.

To filter the available campaigns:

  1. Click Filters.

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

      Campaign Name

      Type the first letter or letters of the campaign name, and then click Search next to that field.

      Owner

      Type the first letter or letters of the owner (user), and then click Search next to that field.

    • Status

      The dropdown list contains the following options:

      • Created

      • In Process

      • Completed

      • Pending Re-initialization

      • Pending Deletion

      • Pending Creation

      • Deletion Failed

      • Pending Review In Process

      • Pending Completion

      • Creation Failed

      Type

      Select All, Permissions, or Identities from the dropdown menu.

      Due Date

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

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

Each displayed campaign lists the following information:

Template

The template name displays as a link, which the user can click 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 displays.

Owner

The template owner displays.

Due Date

The due date displays. If the status is Pending Creation (Creation in Progress) or Created (Created & ready to run), then “Due date to be calculated during initial run” displays.

Color Code

Yellow

Status is Pending Review in Progress, 0-7 days before the date.

Red

Status is Pending Review in Progress, due date has past.

    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 (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.

Menu options

The menu button, on the top right of each campaign display, contains various options, depending upon the campaign status. All options are available when the campaign status is Review in Progress, and 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.

Campaign Management Reports

A user can generate a report from the Campaign Management screen. This report contains a detailed list of all records, including their process levels and a summary of their statuses.