Portal User Guide › Running Certification Campaigns › Types of Campaigns › Recertification Campaigns

Recertification Campaigns

A recertification campaign creates a set of certification tasks based on a previous campaign.

Use this type of campaign when you require multiple reviews before changes are implemented. For example, you can recertify a user self-attestation campaign, with managers instead of workers. The managers can see the results of user self-certification as they perform their review.

To implement a recertification campaign, select the Recertification option in the Campaign type field of the campaign creation wizard. The wizard presents options relevant to this type of campaign:

• The wizard prompts you to specify an existing campaign in the universe. The recertification campaign is based on this previous campaign.
• Because the base set of review tasks is inherited from the previous campaign, you cannot filter included links by entity attributes.
• You can specify which direct, indirect, or dual links to include in the campaign.
• You can filter included links by the final state of each review task in the previous campaign.
• Decisions by previous reviewers appear in the History section of review tickets. You can also specify that these decisions are selected by default in the tickets of the new campaign.
• You can have CA RCM suggest new links based on the audit card specified for the campaign.
• You can update the campaign with links in the configuration that were not included in the previous campaign. An icon indicates new links.
• You cannot assign reviewers based on a RACI configuration. Instead, you can use a member list, resubmit certification tasks to the previous reviewer, or submit each task to the manager of the previous reviewer.
• By default, approval and implementation tasks are aggregated into a second, later phase of the campaign, which you must launch manually from the top-level ticket of the campaign. The Initiate Approvals field of the Execution screen reflects this default setting.

Depending on your business goals, you can export information from the finished campaign as an Audit Card for further processing, or implement changes from the campaign on the target configuration. You can also use the campaign as the basis for a recertification or differential campaign.