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Tip

Note

Campaigns grid columns

  • Account:

  • Campaign: A campaign is a group of modules and their associated tasks, or stand-alone tasks.

  • Campaign Types: Individual, Enterprise, or Entity

  • Campaign Statuses

Overdue

At Risk

On Track

Complete

Assignments not completed after the due date has passed

Assignments not completed and due within 2 days.

Assignments not Completed, not At Risk, and Not Late

All tasks and corresponding approvals are complete

  • Actions: View reports or details using the icons in the last grid column on the left.

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Click the tablet/paper icon to view a Report for the campaign.

Click eye icon to view Details for the campaign.

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