Create a campaign

Create a campaign to group manual, calculated, and automated metrics into a single unit for collection, review, and approval.

Before you begin

• Campaigns must be enabled. For more information, see Enable campaigns.
• Role required: sn_grc_metric.manager

About this task

The group, calendar, and frequency you select define the campaign's metric set. These fields can be changed during setup, but they lock once the campaign is published. A checkmark appears next to each section in the left panel once that section has at least one required record.

Procedure

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace.
2. From the left panel, select the List icon.
3. Select Metrics > Campaigns.
4. Select New.
5. On the form, fill in the fields.

   Table 1. Campaign fields

   Field	Description
   Name	Name of the campaign.
   Description	Description of the campaign.
   Group	Group of metrics to include in the campaign.
   Calendar	Calendar used to determine metric period dates.
   Frequency	How often the campaign runs.
   First run date	Date the first data collection cycle begins.

6. Select Save.

What to do next

Add entities to the campaign, and set a data owner, before publishing it. For more information, see .