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campaign_supervision_workflow [2016/09/21 18:05]
lucy
campaign_supervision_workflow [2019/04/04 15:52] (current)
lucy
Line 7: Line 7:
 1. create a user with the "​user"​ role. You don't need to assign any special rights here. 1. create a user with the "​user"​ role. You don't need to assign any special rights here.
  
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 2. create a supervisor with "​supervisor"​ role and assign the "​user"​ as a supervised user 2. create a supervisor with "​supervisor"​ role and assign the "​user"​ as a supervised user
  
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-  ​- add both "​user"​ and "​supervisor"​ to the same campaign. The "​user"​ should have at least "​start/​stop campaign"​ permissions If the user needs to configure the campaign he also needs configuration access as well), the "​supervisor"​ can have full permissions set for the campaign.+- add both "​user"​ and "​supervisor"​ to the same campaign. The "​user"​ should have at least "​start/​stop campaign"​ permissions If the user needs to configure the campaign he also needs configuration access as well), the "​supervisor"​ can have full permissions set for the campaign.
  
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-3. If the campaign admin will log in under his "​user"​ role and starts the campaign it will be put on hold, until "​supervisor"​ approves the launch. On this step you can see a new entry created on "​Supervision Log". Within the campaign dashboard you will also see a small turning wheel that indicates that the campaign is waiting for approval+3. If the campaign admin will log in under his "​user"​ role and starts the campaign it will be put on hold, until "​supervisor"​ approves the launch. On this stepyou can see a new entry created on "​Supervision Log". Within the campaign dashboardyou will also see a small turning wheel that indicates that the campaign is waiting for approval
  
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 {{ sv2.png?600 }} {{ sv2.png?600 }}
  
-4. If the supervisor now logs in under his "​supervisor"​ role and navigates to the same campaign he will be able to either reject or approve the campaign by clicking on the according buttons:+4. If the supervisor now logs in under his "​supervisor"​ role and navigates to the same campaign he will be able to either reject or approve the campaign by clicking on the according ​to buttons:
  
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-If the supervisor rejects the campaign he will be able to create a ticket with end date and severity that allows him to communicate the required changes:+If the supervisor rejects the campaign he will be able to create a ticket with an end date and severity that allows him to communicate the required changes:
  
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 In case of a rejected campaign the campaign admin with his "​user"​ role will be able to see the desired changes within the supervision log: In case of a rejected campaign the campaign admin with his "​user"​ role will be able to see the desired changes within the supervision log:
  
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 Once the changes have been done the step 4 can be repeated again until the supervisor approves the campaign Once the changes have been done the step 4 can be repeated again until the supervisor approves the campaign
campaign_supervision_workflow.1474473957.txt.gz ยท Last modified: 2016/09/21 18:05 by lucy