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Import Certification Decisions Into a Campaign

You can import the decisions certifiers made in a previous campaign into a new campaign.

To import certification decisions into a campaign

  1. Create a campaign. In the Summary screen of the campaign creation wizard, specify the Disabled option in the Auto Start field.

    CA RCM generates the campaign, but does not launch it.

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

    The Campaign Administration screen appears.

  3. Click Import Certification Progress from Audit Card.

    The Import Certification Progress from Audit Card screen appears.

  4. Specify the inactive campaign and the audit card that contains saved data.
  5. (Optional) Select the Delete Unchanged Tasks option to delete entities and links that do not match decisions in the audit card from the campaign.

    The campaign contains only decisions that appear in the audit card.

    Note: To use this option effectively, create a campaign that closely matches the scope and settings of the original campaign.

  6. Click Import.

    Review decisions from the audit card that reference entities and links in the campaign are copied to the campaign.

  7. Go to your inbox to launch the campaign.