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After completing this topic, you can track review progress across many Runs and know when the entire effort is complete.
New to Detect and Review? Read the Overview to understand how Rules, Reports, Annotations, and Campaigns work together before proceeding.

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When to use this workflow

A Campaign groups Reports from multiple Runs into a single workspace. Use a Campaign when:
  • You are reviewing all Runs from a test program. For example, all qualification tests for a new hardware release.
  • Multiple reviewers are working in parallel across different Runs and you need a single view of overall progress.
  • You need to filter and triage Annotations across Runs by assignee, status, Asset, or Rule without opening each Report individually.
Use a single Report instead when you are reviewing one Run or a small number of Runs where a shared workspace adds no meaningful benefit.

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Before you begin

  • Two or more Reports already exist for the Runs you want to include. If not, see Detect and review issues in a Run to generate Reports.
  • You know the scope of the Campaign (which Runs and Reports are in scope).

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Complete the workflow

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Step 1: Create the Campaign

  1. In Sift, click the Campaigns tab.
  2. Click New Campaign.
  3. In the Campaign name box, enter a name that describes the review effort, for example, Thermal system qualification Q2 or Motor drive endurance test series.
  4. Replace No description with a description of the Campaign scope.
  5. Click Add report.
  6. In the Reports table, click the Reports you want to include.
  7. Click Confirm selection.
  8. Click Save.

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Step 2: Add Reports from additional Runs

As new Runs complete and Reports are generated, add them to the Campaign:
  1. In the Campaigns tab, click the Campaign.
  2. Click Edit reports.
  3. In the Reports table, click the Reports you want to add.
  4. Click Confirm selection.

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Step 3: Track progress using Annotation filters

Inside the Campaign, use the View Annotations option (in the left navigation) to see all Annotations across every included Report in one place. Apply filters to monitor progress:
  • Filter by Status to see how many Annotations remain Open across the entire Campaign.
  • Filter by Assignee to see each reviewer’s outstanding work.
  • Filter by Run, Asset, or Rule to isolate a specific area of concern.
The View/edit Campaign section provides a summary of Annotation status that can be grouped by Run, Report, Assignee, or Rule, giving a high-level view of where the review stands.

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Step 4: Decide when the Campaign is done

A Campaign has no automatic completion state. Use the following criteria to determine when the effort is complete:
  • All Annotations in the Campaign have a state of Failed or Accepted, and none remain Open.
  • Any Annotations marked Failed have been assigned and have a documented next action.
  • Stakeholders have been notified or reports shared as needed.
Once complete, the Campaign serves as a historical record of the review effort.

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Verify the result

After completing the Campaign setup:
  • The Campaign appears in the Campaigns tab.
  • The View Annotations section shows all Annotations from all included Reports in a single filterable list.
  • Team members can navigate to the Campaign to see their assigned issues without opening individual Reports.

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Next steps

  • To triage specific Annotations within the Campaign, see Triage and close out flagged issues.
  • To share a Report with stakeholders outside the Campaign, open the Report, hover over its title, and click Share to copy a link.

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Reference