Create a phase and sub-phase in a recall campaign

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a set of phases and sub-phase within a recall campaign to enable detailed segmentation, improving tracking, and management at each stage of the process.

    Before you begin

    Role required: sn_rcl_claim_mgmt.recall_manager and sn_rcl_claim_mgmt.recall_phase_owner

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaigns
    2. Select the corresponding campaign record in which you want to create the phases and sub-phases.
    3. Select Phases & Sub-phases.
      The page displays the following:
      • Total impacted assets: The total number of impacted assets associated with the campaign.

        For example: Total impacted assets = campaign assets (which includes phase assets + sub-phase assets).

      • Assigned impacted assets: The total number of impacted assets in a given leaf-level phase or sub-phase.

        For example, assigned impacted assets = phase assets (leaf) + sub-phase assets (leaf).

      • Unassigned impacted assets: The total number of impacted assets that are associated with phases or sub-phases that aren’t at the leaf-level.

        For example: Unassigned impacted assets = phase assets (non-leaf) + sub-phase assets (non-leaf).

        Note:
        Unassigned assets on a parent phase are the assets that are assigned to the parent phase but not to any leaf phase.
    4. Select Add phase.
    5. On the required recall campaign phase form, fill in the fields.
      For a description of the field values, see Recall campaign phase form.
    6. Select Save.
      Table 1. Related list for phases & sub-phases
      Related list Description
      Assign an impacted asset Assign an impacted asset to the recall campaign.
      Adding a phase task Agents workspace enables the manufacturers to add the phase task details for the recall campaigns.
      Adding a sub-phase Create a sub-phase for a parent phase.
    7. Add a sub-phase by selecting the plus icon (+).
      The Recall Campaign Phase window is displayed.
    8. On the recall campaign phases form, fill in the fields.
      For a description of the field values, see Recall campaign phase form.
    9. Select Submit.