Create My campaign phases

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Display the claims assigned to the person who has logged in to the workspace.

    Antes de Iniciar

    Role required: sn_rcl_claim_mgmt.recall_manager

    Procedimento

    1. Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > All Campaigns
      Nota:
      A recall campaign must be in an In-progress state before creating a recall campaign phases.
    2. Select New, to Create a campaign.
    3. Select the corresponding campaign record in which you want to create phases and sub-phases.
    4. On the Recall campaign phases form, fill in the fields.
      For a description of the field values, see Recall campaign phase form.
    5. Select Save.