Edit dashboards

See View a dashboard

Edit campaign settings

Follow these steps to edit an existing campaign:

1. Click on Campaigns since Main menu.
2. Click on the campaign you want to edit in the list.

3. Click on the contextual menu then Edit the campaign.

form is opening.

4. Navigate through the screen until you reach the item you want to edit:

Campaign Information

• Wording : campaign name
• Description : for more context
• status : choose Assets or Completed
• manager : The person designated manager will be able to view, edit, and delete the campaign. They will automatically be assigned the role manager campaignmanager .
• Start date : the date you want the campaign to start.
• End date : the date by which you want the campaign to end. Once this end date has passed, cards associated with the campaign will still appear if data entry is not complete. A campaign with astatus "status will disappear from the collection space. Cards may no longer appear if:
• The campaign aims to status Completed
• AND the entry is complete.


Scope of the campaign

1. Click on Add filter criteria, select the criteria that define the target projects (portfolio, status, attributes, etc.). Here, you will see only the projects to which you have access.
🚩

If no filters have been added to the scope, all programs, plans, or actions will be included.

2. Refine your selection allows you to select or deselect items in your campaign based on the filters you have already set up.


Configuring data collection settings

💡
Limit the number of attributes per campaign. A short campaign achieves a higher completion rate.
1. Click on Add attributes.
2. Check the attributes that interest you (you can find them using the search function). You can also uncheck them. These are the project attributes created on your platform.
3. Click on Confirm selection
💡
Communicate major changes (such as expanding the scope or adding attributes) well in advance so as not to catch contributors off guard.


Role Assignment

1. Select the project roles for which users will need to enter data.
💡

Stakeholders with these roles (on selected projects) will receive a notification inviting them to enter data, if this type of notification is enabled. Manage my notifications

💡

Check the list of contributors before confirming: the combination of roles and projects may result in a larger group than expected.
🚩
If you remove a role, the affected users will not be notified of their removal. Be sure to notify them manually if necessary.
Removing a manager removes manager role this campaign. They will therefore no longer have access, unless they have a role that includes View a campaign.


Data entry reminder

1. Choose a Reminder : Those affected will then receive a notification asking them to complete the form, if they have not already done so.
🚩
Reminders are sent automatically according to the frequency settings until:
• the campaign is complete (status ),
• or if the campaign end date has passed,
• or until the entry is completed.
2. Define a Frequency : Would you like to schedule multiple reminders?
• If so, there are several options available to you, such as Every day, The first day of the month, or a frequency Custom by selecting specific days.
• If not, select Just once.
💡
For your information, the fields Start date and End date are displayed at the top of the screen. You can't edit them here, but you can go back to step 1 if necessary: Create a Campaign - General Information


Other descriptive elements

🚩
This step is optional. If this section does not appear, it is because the administrator has not configured any required attribute .
To create one:Administration > Field settings > Attributes > Campaign.
1. Fill in the campaign attributes marked as required.

5. Click on Register to save the changes.

Frequently asked questions