Campaign

This document provides information about the Campaign screens. Use them to create a user review and certification campaign and to follow the status of each campaign. For the step-by-step procedure, see Create a user review campaign.

By default, only users with the PAM Administrator or System Administrator role can create and manage campaigns. The Access review and certification role reviews users but cannot open this screen.

Path to access

On Segura™, in the navigation bar, hover over the Products menu and select Settings.
In the side menu, select Access control > Users review and certification > Campaign > Add.

Campaign report

The campaign report lists every campaign.

Column	Description
Code	Campaign identification code.
Name	Campaign name.
Scope	Campaign scope: `All active users`, `Specific users`, or `Specific user groups`.
Users	Number of users in the campaign scope. For a scheduled campaign with the `All active users` scope, the expected number of active users.
Start date	Date and time when the campaign starts.
End date	Date and time when the campaign ends.
Status	Current campaign status. See Campaign status.
Recurring	Whether the campaign repeats.
Escalation	Whether escalation is enabled.
Type	Campaign type. For user review campaigns, `Users`.
Actions	Displays the actions available for the campaign: View details, Edit for a `Scheduled` campaign only, and Resume campaign for a `Paused` campaign only.

You can filter the report by Code, Name, and Start date.

When you save a new campaign, it may show Processing until you reload the page.

Campaign status

A campaign can be Scheduled, Enabled, Processing, Closed, Finished, or Paused. While a campaign is Enabled, Scheduled, or Processing, Segura™ keeps at least one global approver for the User Management module. For details, see Manage approvers.

A campaign that the system closes, for example because a new campaign replaced it, shows Closed. When a campaign is Closed because its user groups had no active users, a red icon next to the status shows the reason when you point to it.

Paused campaigns

If the last active global approver for the User Management module is deactivated or deleted, Segura™ pauses every campaign that is Enabled, Scheduled, or Processing. A job checks for this condition every hour. Closed and finished campaigns are never paused.

When a campaign is paused:

The campaign details show the reason and the date of the pause.
Every user with the PAM Administrator or System Administrator role receives one notification in the notification center and by e-mail.
Escalation stops counting. The end date moves forward by the time the campaign stays paused.

To resume a paused campaign, add an active global approver for the User Management module, then select Resume campaign in the Actions column. The campaign returns to the status it had before the pause. Segura™ refuses to resume the campaign while no active global approver exists for the User Management module, with a message that starts with The campaign cannot be resumed. When the campaign resumes, Segura™ shows Campaign resumed.

Segura™ does not resume a paused campaign automatically. Pausing and resuming are recorded in the audit trail.

Register screen

Item	Type	Required	Description
Type (campaign)	Dropdown menu	Yes	The first Type field on the form: the type of campaign. Select `Users` to review users. Default: `Users`.
Name*	Text field	Yes	Campaign registration name.
Description	Text field	No	Descriptive text about the campaign.
Start date*	Date picker	Yes	Campaign validity start date.
Duration*	Quantity picker	Yes	Campaign duration time.
Type (duration)	Dropdown menu	Yes	The Type field next to Duration: the unit of the duration, `Days`, `Months`, or `Years`.

Segura™ refuses a new user review campaign while another one is Scheduled or Enabled.

Scope section

The Scope section defines which users the campaign reviews.

Item	Type	Required	Description
Campaign scope	Radio button	Yes	Defines the users in the campaign. Default: `All active users`. The options are `All active users` (all users active on the start date), `Specific users` (only the users you select in the users grid), and `Specific user groups` (the active members of the user groups you select in the groups grid).

If you change the Campaign scope option, the users or groups you already selected for another option are kept. Only the selection for the option that is selected when you save is used.

Users grid

The users grid appears when Campaign scope is Specific users.

Item	Type	Description
Add	Button	Opens a modal that lists the active users. Search by name, username, e-mail, or department, select the users, and click Add. The selection is kept across pages and searches.
Remove	Button	Removes the selected users from the scope. Enabled when at least one row is selected.
Users	Table	Users in the campaign scope, with the columns ID, Name, Username, E-mail, and Department.

Saving with no users selected shows the message "Select at least one user." When you create a campaign and at least one selected user has no reviewer, the save confirmation shows how many, for example 3 of the selected users have no reviewer and will be reviewed by the global approvers. The warning does not prevent saving. To check reviewers before you select users, use the Users by reviewer report.

User groups grid

The user groups grid appears when Campaign scope is Specific user groups.

Item	Type	Description
+Add	Button	Opens the list of active user groups, with the number of active members of each group.
Remove	Button	Removes the selected groups from the scope.
User groups	Table	User groups in the campaign scope. A warning marks groups with no members.

Saving requires at least one group with at least one active member. The campaign scope is independent of group reviewers. A group in the scope does not need a group reviewer.

When the scope is fixed

You can change the scope while the campaign is scheduled. When the campaign starts, the scope becomes read-only, and Segura™ fixes the list of users:

Users created after the start, or inactive on the start date, are not in the campaign.
Users who join a selected user group after the start are not in the campaign.
A recurring campaign with the Specific users scope repeats the same list of users.
If the selected user groups have no active members on the start date, Segura™ sets the campaign to Closed. The campaign details show the reason: The selected user groups have no active users. The campaign cannot start without users.

Only the reviewers of the users in the scope receive the campaign e-mails. Global approvers receive them when the scope includes users with no reviewer.

Global approvers section

The Global approvers section appears when you create a campaign or edit a Scheduled one. There, you can add and remove global approvers. It lists the global approvers for the User Management module. These approvers review the users who have no reviewer. When the Enable approval workflow for users review and certification parameter is on, they also approve each completed review. For the parameter, see Approval workflow.

The section changes the shared list of global approvers for the User Management module, the same list as the Manage approvers screen. It is not a list for this campaign only, so a change here applies to every user review campaign. Global approvers for other modules do not appear.

In the campaign details, the section is read-only. It appears in every status except Closed.

Item	Type	Description
Add	Button	Adds a user as a global approver for the User Management module. When you select one or more rows, the button changes to Remove, which removes the selected approvers.
Global approvers	Table	Global approvers for the User Management module, with the columns Module, Name, Added by, and Added on.

A global approver added while a campaign is running joins that campaign.
Segura™ refuses to remove the last global approver for the User Management module while a campaign is Enabled, Scheduled, or Processing.
Without a global approver for the User Management module, Segura™ refuses to create the campaign, with the message A global approver must be defined. Configure one to continue.

Advanced options section

Item	Type	Required	Description
Enable escalation*	Toggle button, quantity picker, and dropdown menu	Yes	Enables the escalation of campaign approval, so that it can be escalated to other users if the reviewer does not complete the review on time. The escalation deadline cannot be longer than the campaign duration.
With recurrence*	Toggle button, quantity picker, and dropdown menu	Yes	Repeats the campaign at the interval you set. The recurrence interval cannot be shorter than the campaign duration.

For how escalation passes a pending review along the reviewer chain, see Reviewers and global approvers.

Campaign details

Select View details in the Actions column to open the campaign details. The details show the campaign settings and:

The scope, the number of users, and the selected users or user groups.
For a paused campaign, the reason and the date of the pause.

Use Export CSV to export the details.