Setting Advanced Properties for a Campaign

You can set additional properties for a campaign using the Settings > Advanced Settings option in the Properties Wizard.

Set Advanced Properties for a Campaign

  1. From an open campaign, in the Properties Wizard, click Settings, and then click Advanced Settings.

  2. For Archive Date, if you know there will be no new versions of this content item created and that it will no longer be relevant in the future, click the calendar and select the date or type the date when you want the approved item automatically moved to the Archive.

  3. For Review Interval, click, and do one of the following:

    • If you do not want a reminder and a task sent to the owner, click No Review Date.

    • If you want the owner to receive an email and a Policy & Procedure Management task as the review date approaches, click Every [number] months from [approve/last reviewed date], and then type a number of months. In the from box, select approve/last reviewed date which means a review happens after version 1 of the content item is approved and after the previous review date for all subsequent versions or select specified date which sets the review date the number of specified months after the specified date. After clicking specified date, click , and then select a date.

    • At this point, the Force next review on [date] option appears. By default, Policy & Procedure Management determines the next review date when a content item is approved. If it is approved within the warning period for the currently selected review interval and equates the approval to a completed review and postpones the next review for another review interval. Select Force next review on [date] to override this behavior and retain the original next review due date.

  4. If Review Interval is set, and if you want to change when the owner receives notification that the next review due date is approaching, for Warning Period, do one of the following:

    • Click Use Default Warning of [n] month(s) before Review Interval.

    • Click Warn [n] months before Review Interval, and then type a number in the box.

  5. For Keywords, type any words you think users might use to search for this content item. Keywords are especially useful for including relevant words that are not contained in the item's title or a Word document's contents.

  6. For Language, in the list, select a language for this content item. This setting works in conjunction with the Filter by Language setting in My Profile. Selecting a language for this content item enables users to filter (hide or display) the item based on its language setting.

  7. Click Custom Content Attributes, and then make any desired changes to the custom content attributes value fields.

    Note: Fields that cannot be modified will be grayed out. These fields can only be modified by an administrator or a user with an assigned Template role.

  8. Do one of the following:

    • Click Save.

    • Click More, and then click Save and Close.