EAB: Navigate - Cancelling Campaigns

Task: This article will cover the process of canceling a campaign that has been created and sent to students.  This can be a multi-step process if students registered for a session related to the campaign.  If there are existing sessions with students for the campaign, the user will need to not only delete the campaign but also manually remove said appointments from their calendar.  The system will remove any availability associated to a campaign once deleted however, it will not remove previously scheduled appointments associated with the campaign if they were made before the campaign was removed.

Instructions:

  Navigate to the Campaign area of the application

2.  Click on the campaign that needs to be cancelled

3.  To see if any students have made appointments for this campaign, look at the "Appointments Made" tab within the campaign before deleting the campaign.

4.  Once the campaign opens, choose "Delete This Campaign" on the right side of the screen

5.  Once the Campaign has been removed from the list, the user must then navigate to the calendar to manually remove any and all appointments individually that have a student(s) signed up

6.  Navigate to the calendar and browse through the date range that was set up for the campaign.  Any appointment with the name of the deleted campaign that still remain have student(s) registered.

7.  Click on the appointment, when the appointment dialog opens, click "Cancel Appointment" in the lower left.

8.  The user must provide a reason for the cancellation as well as a comment to provide clarification/instructions for the student.

9.  The student(s) will receive an email with all the details contained within the appointment.

Outcome:

Users should be able to navigate and cancel campaigns.

Further reading:

For additional Training please visit the AT Docs & Training site

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.

Please use this link to the ET&S Help Desk team to locate your local campus contact information.  Use the “Submit a Question” for your campus to enter an online support request.  

Details

Article ID: 1611
Created
Fri 7/19/19 6:13 PM
Modified
Thu 5/12/22 10:05 AM
Applicable Institution(s):
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)