Create a campaign

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a recall campaign and also view the list of campaigns claims assigned to the person who has logged in to the workspace.

    Vorbereitungen

    Role required: sn_rcl_claim_mgmt.recall_manager

    Prozedur

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaigns.
    2. Select New.
    3. On the Recall campaign form, fill in the fields.
      For a description of the field values, see Recall campaign form.
    4. Select Save.
      The recall campaign record is created.
      The following actions are displayed:
      • Import Impacted Assets: To import impacted assets, refer Importing impacted assets
      • Initiate Recall Campaign: To change the recall campaign state from draft to in-progress, you must have atleast one corrective action marked as In use. Only then can the campaign progress beyond the draft stage.
      • Cancel Campaign: To cancel the recall campaign.
      .

    Nächste Maßnahme

    1. Create Corrective actions.
    2. Create Corrective action charges.
    3. Select Initiate Recall Campaign to enable Recall Campaign Phases and Phase & Sub-phases.