1. Access Governance Cloud Service
  2. Review
  3. Manage and Monitor Access Reviews
  4. Manage Access Review Campaign

Manage Access Review Campaign

Users with the Administrator or Campaign Administrator application role and campaign owners can monitor and manage access review campaigns using the Oracle Access Governance Console.

Manage an Access Review Campaign

Management tasks are performed in the Oracle Access Governance Console.

To manage an access review campaign:

View and Manage Campaigns

  1. Log on to the Oracle Access Governance Console either with an Administrator, Campaign Administrator, or a user with the campaign owner application role.
  2. You can select one of the following options to navigate to the Campaigns screen:
    • On the console home page, click the Select button on the Show me my ongoing campaigns tile.
    • Click the Select button on the You're making progress tile.
    • Click the Select button on the Show me all campaigns tile.
    • Click the Navigation Menu icon, and then Access Reviews, and then Campaigns.

    Whichever option you will choose, you will be navigated to the Campaigns screen to manage all campaign access reviews.

    In the Campaigns screen, you can see your campaigns listed in the tabular form that includes campaign attributes, such as campaign name, status, campaign frequency, recurring pattern, campaign owner, and campaign duration (start date and due date).

    You can use the Search field to locate the required campaigns. By default, you see your ongoing campaigns in the list, but you can filter the campaigns by using the drop-down menu in the top, right corner of the application page based on the following categories:

    • My ongoing campaigns: Displays current campaigns with a Status of In progress or Ready for approval.
    • My upcoming campaigns: Displays upcoming scheduled campaigns with a Status of Scheduled or Draft.
    • My previous campaigns: Displays closed campaigns with a Status of Approved, System ended or Terminated.
    • All campaigns: Displays all campaigns with all the available statuses.
  3. To perform tasks on the campaign, you can select the campaign link and then select the Actions menu. The tasks that you can perform are dependent on the Status of the campaign. The tasks that can be performed for each Status are detailed in the table below:

    Note:

    Tasks can also be accessed by navigating the Menu Menu corresponding to each campaign on the Campaigns page.
    Status Available Actions

    Draft
    • View campaign details
    • Edit
    • Delete

    Scheduled
    • View campaign details
    • Edit
    • Clone
    • Terminate
    • Terminate Series

    In progress
    • Clone
    • Terminate
    • Terminate Series
    • View report
    • Download CSV data

    Ready for approval
    • Approve
    • Clone
    • Terminate
    • Terminate Series
    • View report
    • Download CSV data

    Approved
    • Clone
    • View report
    • Download CSV data

    System ended
    • Clone
    • View report
    • Download CSV data

    Terminated
    • Clone
    • View report
    • Download CSV data
  4. Select tasks either from the Menu Menu on the main Campaigns page or from the Actions menu on the campaign detail page. Perform tasks as follows:

Clone

  1. Select the Clone task to make a clone of the current access review campaign. You are taken to the Clone campaign page.
  2. On the Clone campaign page, enter values for the following parameters, which will apply to the cloned campaign.
    • How often do you want this to run? : Select One time to run a single occurrence of this campaign, or select a recurring pattern like Quarterly, Monthly, Half-Yearly, or Yearly to run this access review campaign periodically.
    • What do you want to call this campaign?: Provide a name for the cloned campaign.
    • How do you want to describe this campaign?: Provide a description for the cloned campaign.
    • Who owns this campaign?: Provide details of the owner of the cloned campaign.
    • How would you like to schedule your campaign?: You can view this field only if you have selected to run your campaign one time. Select either Run now or Schedule Later. By default, the campaign is set to begin at the upcoming next hour, the following day of campaign creation.
    • When do you want to Begin?: If you have set a recurring pattern, then select the start date of when you want to begin the campaign series. By default, the campaign is set to begin at the top of the next hour, the following day of campaign creation. If you want to change this, select the Select Date Time icon and add a new date/time.
    • When do you want to End?: If you have set a recurring pattern, then select the end date of when you want to end the campaign series.
  3. When you have set your clone preferences, select Create to clone the current campaign.
  4. You may select one of the additional actions:
    • Save Draft: To save your changes and later come back and edit the workflow or details.
    • Cancel: To cancel the current process.

Edit

Select the Edit task to make changes to the upcoming or scheduled access review campaign. You are taken to the Edit campaign page.

The Edit campaign page provides the same guided workflow for entering your campaign parameters as the Create campaign page. You can edit the selection criteria, workflow and reviewer details, campaign details, and schedule of campaign.

After updating your campaign details, on the Review and submit step, select Update to update the campaign. Alternatively you can select Back to edit values, or Cancel to discard your changes.

Delete

  1. Select the Delete task to remove the current access review campaign.
  2. On the Confirmation pop up, select Cancel to retain the campaign, or Delete to remove the campaign.

Terminate

  1. Select the Terminate task to terminate the current access review campaign.
  2. On the Confirmation pop up dialog, select Cancel to retain the campaign or Terminate to end the campaign.

Terminate Series

This option is available only if your access review campaign has a recurring pattern and its frequency is other than a one-time campaign. With this option, you can cancel all the ongoing (currently running) and upcoming (scheduled in future dates) access reviews for that campaign series. This option won't change the closed campaigns available in the My Previous Campaigns.

  1. Select the Terminate Series task to terminate the series of the access review campaign.
  2. On the Confirmation pop-up dialog window, select Terminate Series to end the campaign series or select Cancel to retain the campaign series.

You will get the confirmation message after the termination of the series.

Approve

Select Approve to approve a campaign. You will see a confirmation message stating that the campaign has been approved.

Monitor an Access Review Campaign

Monitor the state and progress of campaigns using the Oracle Access Governance Console.

Users with the Administrator, Auditor, or Campaign Administrator application role or the campaign owner can monitor the state and progress of campaigns.

  • Administrator/Auditor: Can monitor all campaigns in Oracle Access Governance.
  • Campaign Administrator: Can monitor campaigns that they have created.
  • Campaign Owner (User): Can monitor campaigns that they own.

To monitor access review campaigns using Oracle Access Governance Console:

Login and Search for Campaigns

  1. Log in to the Oracle Access Governance Console with a user assigned either the Administrator or Campaign Administrator application role. Click the Select button on the Show me my ongoing campaigns, the You're making progress, or the Show me all campaigns tiles.

    Whichever tile you select, you will be navigated to the Campaigns page, from which you can monitor access review campaigns.

    In the Campaigns page you can either search for campaigns using the selections under the Search field or use the drop-down menu in the top-right corner to select one from the following:

    • My ongoing campaigns: Displays campaigns with a Status of In progress or Ready for approval.
    • My upcoming campaigns: Displays campaigns with a Status of Scheduled or Draft.
    • My previous campaigns: Displays campaigns with a Status of Approved, System ended or Terminated.
    • All campaigns: Displays all campaigns.

View Campaign Details

  1. To view details of a particular campaign, select either the campaign Name or select View campaign details from the MenuNavigation Menu icon.
  2. The Campaign details page shows the details of the campaign you have selected including:
    • Progress so far: Graphic showing the number of reviews and status for the campaign.
    • Reviewers: Details of the reviewers for this campaign, their review level, and progress.

    Note:

    The reviewers displayed on this page can be filtered based on the Reviewer level in the Search field.
  3. Select the Additional details menu to display more information about the campaign, including Owner, Start date, Due date, and Review process. Select Close to return to the Campaign details page.

View report

  1. Select View report to view a report showing the details of the selected campaign.

    The report is displayed on another page, showing the information on access reviews and a number of bar charts showing details of:

    • User accounts review decision
    • Role membership review decision
    • Permission assignments review decision
    • Group by user organization- Top 5
    • Group by applications- Top 5
    • Group by roles- Top 5
    • Group by cloud account - Top 5

    Note:

    The report details will vary based on connected systems and campaign selection criteria.
  2. If you want to retain a copy of the report, select Download PDF, else select Close to return to the campaign.

Download CSV data

  1. Select Download CSV data to generate a comma-separated values file with data for the campaign.
  2. On the Download CSV data confirmation pop-up dialog, select Download to download the CSV file or else Cancel to discard.