Portal User Guide › Running Certification Campaigns › What You Can Do During a Campaign › Certification Decisions › Save Certification Decisions to an Audit Card

Save Certification Decisions to an Audit Card

You can save the decisions certifiers make in a campaign to a data file. This data can form the basis for additional campaigns or analytical processes.

The data file is a variation of the standard audit card format. This audit card records the results of the initial certification review. The audit card does not filter those decisions based on the final approval phase of the campaign. All certification decisions are saved, even if resource owners or managers did not allow the requested changes.

To save certification decisions to an audit card

1. Click Administration, Campaign Administration from the main menu of the CA RCM portal.

   The Campaign Administration screen appears.

2. Click Export Campaign Progress to Audit Card.

   Note: To export from a campaign created in CA RCM release 3.2, click Export v3.2 Campaign to Audit Card.

   The Export Campaign Progress to Audit Card screen appears.

3. Select an active campaign, enter the name of the audit card that contains saved data.

   Note: If you specify an existing audit card, its data is overwritten.

4. Click Export.

   An audit card is created that records the initial review phase of the campaign you specified. The audit card does not contain decisions from the final approval phase of the campaign.