Portal User Guide › Running Certification Campaigns › Certification and Approval Stages of a Campaign › How CA RCM Assigns Certifiers › Member Lists › Create a Member List

Create a Member List

You use a member list to assign reviewers for a campaign. There are several ways to create a member list. Use this procedure to interactively create a member list in the CA RCM portal.

To create a member list

1. From the CA RCM portal main menu, click Administration, Campaign Administration, Manage Member Lists.

   The Member List main screen appears.

2. In the Add Member List area, define a new member list. the following field is not self-explanatory:

   Campaign Type

   Specifies the type of campaign that uses the member list. For example, a member list that contains role attributes works with a role certification campaign.

3. Clear the Use CSV file option.
4. Click Add.

   The Edit member list screen appears.

5. Use the Add, Edit, and Delete options to compose the member list.
6. Click Save.

   Changes are saved to the member list. The main Member lists administration screen appears. The new list appears in the table of member lists.

More information:

Clone a Member List

Create a Member List from a CSV File

Edit a Member List