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

Filter Screen

Use this screen to limit the scope of entities and links that are included in a certification campaign. Depending on the type of campaign you create, the following areas appear in the screen:

Select Users/Roles/Resources

Defines which entities to include in the campaign based on attribute values.

Links

Specifies which direct, indirect, or dual links to include in the campaign.

Suggested Links

Specifies whether CA RCM suggests new links to certifiers in this campaign, based on links in the audit card, and which suggested links to include in the campaign.

When you specify an audit card for the campaign, the following fields appear:

Filter by Audit Card

Specifies how audit card data is used to filter the links that are included in the campaign. Options include:

No Audit Card Filter

Audit card violations are not used to filter the links in the campaign.

Include if in Audit Card

The campaign includes only links that are listed in the Audit Card. This campaign reviews links that violate business rules.

Include if not in Audit Card

The campaign includes only links that are not listed in the Audit Card.

For recertification and differential campaigns, the following fields appear:

Select States

Specifies which links are included in a recertification or differential campaigns, based on their last status in the previous campaign. Options include:

Pending

Includes links that were not reviewed in the previous campaign.

Approved

Includes links that were approved in the previous campaign.

Rejected

Includes links that were rejected in the previous campaign.

When you specify the Approved or Rejected options, specify one of the following options to specify how the decisions of the previous reviewers are handled:

Reset Approver's Selection

Omits the decisions of previous reviewers from the current campaign.

Keep Approver's Selections

Displays the decisions of previous reviewers in tickets of the current campaign. Reviewers can override the previous decision. This is the default setting.

Update Links

Specifies whether to add links from the configuration that were not in the previous campaign. Options include:

Add links that were not included in the source campaign

New and excluded links in the configuration are included in this campaign. An icon indicates these new links in certification tickets of the campaign.

Do not update

This campaign includes only links that were in the previous campaign.