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Completing a Campaign

A campaign contains a list of documents and/or questionnaires that you must individually read or complete in the order given. If you are assigned to complete a campaign, you will receive a task assignment. The task assignment notification will come in the form of an email (if you are set up to receive emails from PolicyTech) and will be added to your My Tasks list in PolicyTech.

To open a campaign you've been assigned to complete, do one of the following:

Open the task notification email, and then click the questionnaire link.

Click My Tasks, click the Read / Complete heading, and then click the campaign title.

Click the first active title in the list.

Note: If the campaign includes a document or questionnaire that you recently completed outside the campaign, that item may be marked as complete, in which case it will be automatically skipped as you progress through the campaign list. However, the campaign owner has the option of requiring that previously completed content be completed again while the campaign is active.

The content item slides in, replacing the campaign list. Do one of the following:

Read the document and mark it as read (see Reading a Required Document, starting with step 2, for detailed instructions).

Note: To return to the campaign list without marking the document as read, click in the upper left corner.

Complete the questionnaire and submit your answers (see Completing a Questionnaire, starting with step 2, for detailed instructions). When you have successfully completed the questionnaire, click Done.

Note: To return to the campaign list without completing this questionnaire, click in the upper left corner.

After marking a document as read or completing a questionnaire, you are returned to the campaign list with that item marked as complete.

Continue through remaining campaign items in the same manner.
After completing the last the item in the list, your campaign task is complete and you can close the campaign window.