View Dual Timeline

Dual Timeline View for Campaign Creation

Overview

The campaign creation process is structured with a dual timeline to manage different steps more effectively. The Horizontal Timeline at the top handles major campaign setup steps, while the Vertical Timeline on the left handles sub-steps within each major step.

Horizontal Timeline

1. Click on Campaign Details.

2. Define campaign Type, Campaign Name, and Campaign Dates.

3. Review a summary of the campaign details.

1. Enter the Boundary Details. This step does not have a Vertical Timeline.

1. Enter the Delivery Details, such as the number of cycles and deliveries, including the cycle dates.

2. Set up rules for the delivery of resources.

3. Review a summary of the delivery details.

4. Upload Data for targets, facilities, and the creation of HCM app users sections.

5. Review the summary and the success screen before proceeding to app configuration.

6. App Configuration - Manage checklists and other configurations for the HCM mobile app.