Merge two or more phases

Merge phases and sub-phases to reorganize and transfer assets.

Before you begin

Role required: sn_rcl_claim_mgmt.recall_manager and sn_rcl_claim_mgmt.recall_phase_owner

Procedure

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

2. Select the Recall campaign phase and open it in details view.

3. Select Merge and Cancel phase.

   All the active campaign phases that are in either the Draft state or Pre-launched state can be merged.

   The Merge assets to another phase & cancel current phase window displays.

4. From the list, select Move assets to phase or sub-phase.

5. Select OK.

   Note: Only phases or sub-phases without child phase can be merged.

Result

The current phase or sub-phase state is canceled, and all associated assets are transferred to the target phase.