Adding Action Items to Policy Campaigns

You can configure campaigns to include one or more action items tied specifically to your policies. These tasks appear in the To Do tab of the Employee Portal, guiding users through each required step. Campaigns can be structured sequentially, reinforcing completion before users advance to the next item, and can be launched to targeted groups for maximum relevance and impact.

Important:

Campaign recipients set as “External” users are ineligible to receive policies through a campaign. All campaign recipients should be configured as “Internal” users.

To add actions items

  1. On the Campaigns menu, select Campaign manager.

    The Campaigns screen appears.

  2. Click on the name of a campaign. screen appears.

    The Campaign details screen appears.

  3. Navigate to the Action items tab.
  4. Click the Add action item button.

    The Add action item modal appears.

  5. Select Policies in the Action items column and choose one or more policies to add to the campaign. Use the search bar to easily locate policies.

    Note:

    Disclosure questionnaires and training action items are not longer available.

  6. Click the Save button.

To enforce completion and reorder action items

This enhancement requires campaign recipients to complete tasks in sequence before they can progress to additional action items.

  1. In the Action items tab, enable the setting Enforce completion order.


  2. Click the icon to drag the action item to the desired sequence. You can also use the icons to reorder the action items. Your changes will be automatically saved to the campaign.

To delete action items

Important:

You cannot delete action items for a campaign that's in an active or ended state.

  1. In the Action items tab, click the icon for the action item you'd like to delete.

    The Delete action item modal appears.

  2. Click the Confirm button to remove the action item.