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.
Antes de Iniciar
Role required: sn_rcl_claim_mgmt.recall_manager and sn_rcl_claim_mgmt.recall_phase_owner
Procedimento
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Navigate to
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Select the corresponding campaign record in which you want to create the phases and sub-phases.
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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).
Nota: Unassigned assets on a parent phase are the assets that are assigned to the parent phase but not to any leaf phase.
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Select Add phase.
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On the required recall campaign phase form, fill in the fields.
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Select Save.
Tabela 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. |
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Add a sub-phase by selecting the plus icon (+).
The Recall Campaign Phase window is displayed.
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On the recall campaign phases form, fill in the fields.
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Select Submit.