Skip to content
Recall management › MCO workspace › Use › Manufacturing Commercial Operations
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a campaign

Create a recall campaign and also view the list of campaigns claims assigned to the person who has logged in to the workspace.

Before you begin

Role required: sn_rcl_claim_mgmt.recall_manager

Procedure

  1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaigns.

  2. Select New.

  3. On the Recall campaign form, fill in the fields.

    For a description of the field values, see Recall campaign form.

  4. Select Save.

    The recall campaign record is created.

    The following actions are displayed:

    • Import Impacted Assets: To import impacted assets, refer Importing impacted assets
    • Initiate Recall Campaign: To change the recall campaign state from draft to in-progress, you must have at least one corrective action marked as In use. Only then can the campaign progress beyond the draft stage.
    • Cancel Campaign: To cancel the recall campaign.

What to do next

  1. Create Corrective actions.
  2. Create Corrective action charges.
  3. Select Initiate Recall Campaign to enable Recall Campaign Phases and Phase & Sub-phases.