Starling Governance Access Certification Hosted - Integration Guide

Managing campaigns

The following sections provide information on managing campaigns for Access Certification.

• Adding a new campaign
• Running a campaign
• Duplicating a campaign
• Editing a campaign
• Closing a campaign
• Viewing a campaign as an administrator

Adding a new campaign

The following procedure explains how to add a new campaign.

To add a new campaign

1. On the Campaigns page, to add a new campaign use one of the following options:

   • If there are no existing campaigns, click the Create a new campaign button.
   • If you have existing campaigns, click the New Campaign button.
2. In the Name field, enter a name for the campaign.

3. Click Next to save the campaign and close the dialog.

   After closing the dialog you will be redirected to the Scope tab for the campaign.

4. On the Scope tab, select one of the following tiles which summarizes the question that will be answered by running the campaign.

   • Group Membership: Should <account> be a member of the <group name> group?
   • Group Granted Entitlements: Should the <group name> group grant <entitlement>?

   The Scope tab will update to allow you to configure the specifics of the campaign. If necessary, you can use Change Campaign Type to change your selected question.

5. Depending on the question selected, an Options tile will be available for selecting whether Managers (default) or Group Owners will be certifying the campaign.
6. (Optional) Open the Settings tab to view and edit the name of the campaign and designate a different campaign support contact. By default, the email address of the person creating the campaign is used as the support contact.
7. (Optional) Open the What if tab to view information regarding the impact of running the campaign. This page will also list any errors that may have been found in the data which need to be addressed before you are able to run the campaign.
8. Once you have completed adding a new campaign, see Running a campaign.

Running a campaign

The following procedure explains how to run a campaign once you have completed Uploading data and Adding a new campaign.

To run a campaign

1. On the Campaigns page, click the name of the campaign that you want to run.

2. On the campaign's information pages, click Run Campaign.

   NOTE: If there are any errors that have been found in the data that need to be addressed before you are able to run the campaign, you will be unable to click this button. If that occurs, check the What if tab which provides information on the errors currently preventing the campaign from running.

3. On the Run Campaign dialog, click the Campaign Close field and select an end date for the campaign. The campaign does not automatically close on this date. Instead, this date is used as a guideline for approvers to know when they should complete their work and allows administrators to determine if the campaign has been fully completed before locking the results. For information on manually closing a campaign, see Closing a campaign.

4. Click Run, start sending invites to start the campaign.

   The first time a campaign is run, a new Results tab will appear on the campaign's information pages listing the start date of the campaign and approvers will see the campaign listed on their My Approvals page. Each time the campaign has been run the Results tab will update to display information for each campaign run. Approvers will also receive an email letting them know that a campaign has been run for which they have pending approval work. A Starling invitation will also be sent to new approvers that have been identified as having approval work for the campaign. For information on the approval portion of the campaign, see Approving campaign results.

Duplicating a campaign

The following procedure explains how to duplicate an existing campaign.

To duplicate a campaign

1. On the Campaigns page, click the name of the campaign to duplicate.
2. On the campaign's information pages, open the Actions drop-down.
3. Select Duplicate Campaign.

4. After making any desired changes to the campaign name, click Create Campaign.

   The duplicated campaign will now appear listed on the Campaigns page.