Campaign dashboard and management

Campaign Dashboard

Once a campaign is created, risk managers can review the progress of all campaigns via the main campaign dashboard. Campaigns are broken up into the following sections: Overdue, In-progress, Draft, Completed and Aborted. We have two different views for campaigns:

• Grid:

  

  
• List:

  
• Kanban:

  

Clicking on a campaign will give you details on the campaign progress by application and reviewer respectively. The dashboard is composed of three sections:

1. Summary - The status of all access reviews for that given campaign

   1. Pending - Access reviews that are pending to be reviewed, but within the due date of the campaign

   2. Overdue - Access reviews that have not yet been completed and are past the due date of the campaign

   3. Completed - Access reviews that have been reviewed and have reached a final state (Denied or Approved)

2. Progress by Application - A table summary of the current progress of access reviews by each individual application.

3. Progress by Reviewer - A table summary of the current progress of access reviews by each individual reviewer.

   

Further, you can click on the data in the table such as Application name, reviewer name or even the number of items in pending, overdue, aborted statuses etc, to be taken to a detailed page of all the reviews in those buckets (For example, under Github, clicking on the number 42 that is Overdue will take you to that specific filtered page to show what is overdue within the github application for this specific campaign).

Actions on Campaigns:

Clicking on the three dots () on the top right corner opens up a plethora of actions that can be taken within a campaign.

Let us go through each of these applications briefly:

• Abort: The Abort action aborts an ongoing campaign. This is used when you want to stop this campaign and all the access reviews associated with this campaign. It updates the status of the access reviews belonging to this campaign to "Aborted".

• Clone: The Clone action creates a duplicate version of the selected campaign. All the reviews and data is duplicated.

• Delete: The Delete action is used to delete a campaign. All data regarding this campaign is lost when it's deleted. The difference between the Abort and Delete actions lies in the fact that aborted campaign stores the data and updates the status as aborted while deleting a campaign results in losing all review data associated with that campaign.

• Reassign reviewers: The Reassign reviewers action is used to re-assign access reviews to a different reviewer. You can select whose reviews would you like to re-assign to who.

• Close campaign early: The Close campaign early action closes the campaign before completion. You can perform the following actions when you close a campaign early:

  • You can Reassign and Approve them

  • You can Reassign and Deny them

  • You can view all reviews belonging to this campaign before approving or denying all of them.

    

Graph view

Learn more about the graph view for a campaign here.