Create My campaign phases

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

Before you begin

Role required: sn_rcl_claim_mgmt.recall_manager

Procedure

1. Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > All Campaigns

   Note: 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.