Portal User Guide › Running Certification Campaigns › Define and Launch a Campaign

Define and Launch a Campaign

Use the campaign creation wizard to create a campaign, assign data files, and configure filters and other aspects of the campaign.

To define and launch a campaign:

1. Plan the type, scope, and other features of the campaign to meet your strategic business needs.
2. Verify that the data used in the campaign is updated and accurate, and create additional files needed for the campaign. These files can include:
   • Configuration files that clone or subset the model configuration of the universe
   • Audit cards that provide violation alerts or suggested links in the campaign
   • Member lists that map reviewers in the campaign
   • Customized email templates for the various messages CA RCM sends to campaign participants
3. Click Administration, Add Campaign from the main menu in the CA RCM portal.

   The Campaign creation wizard appears.

4. Specify the following aspects of the campaign in the Campaign Type screen of the wizard:
   • The type of campaign to create.
   • The target universe
   • Other data sets of the campaign.
5. Specify the following aspects of the campaign in the Basic information screen of the wizard:
   • A name and short description of the campaign
   • Estimated duration of the campaign.
   • Whether to include audit card violations in the campaign.
6. Define the entities and links to include in the campaign in the Filter screen of the wizard.
7. Specify how a certifying reviewer is assigned to each link or entity under review. These settings appear in the Reviewers screen of the wizard. You can also allow reviewers to certify groups of entities, or require them to review and certify each entity individually.
8. Specify how suggested changes to the configuration are implemented. You can configure the following behaviors:
   • Bypass Approval Processes—you can select workflows that implement changes directly, without a secondary approval process.
   • Rolling Approvals—you can aggregate approval tasks in a second phase of the campaign, orimplement approval/change processes on a rolling basis.
   • Change target - you can specify the configuration file in which changes are made.

   These settings appear in the Execution screen of the wizard.

9. Specify the email templates to use for the various notification mails CA RCM sends to campaign participants. These settings appear in the Notifications screen of the wizard.
10. Customize the table layout in task tickets of the campaign.
11. Create and launch the campaign in the Summary screen. Launch options include:
    • Manual launch—CA RCM generates the campaign, but does not send notifications to participating reviewers. The campaign owner launches the campaign from the top-level ticket of the campaign in their Inbox.
    • Launch immediately—CA RCM generates the campaign and sends notifications to participating reviewers.
    • Scheduled Launch—CA RCM generates the campaign, but only sends notifications to participating reviewers at the scheduled date and time.

      Note: If you specify manual or scheduled launch, all data processing for the campaign is done immediately, based on the current contents of the configuration and other data files.

    The campaign appears as a tree of tickets in your CA RCM inbox.