Merge two or more phases

task australia Updated Sep 10, 2026 1 min read mco_merge_phases.md
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Merge phases and sub-phases to reorganize and transfer assets.

Before you begin

Role required: sn_rcl_claim_mgmt.recall_manager and sn_rcl_claim_mgmt.recall_phase_owner

Procedure

  1. Navigate to Workspaces > CRM Workspace > Lists > Recall Management > My Campaigns.

  2. Select the Recall campaign phase and open it in details view.

  3. Select Merge and Cancel phase.

    All the active campaign phases that are in either the Draft state or the Pre-launched state can be merged.

    The Merge assets to another phase and cancel current phase window displays.

  4. Select Move assets to phase or sub-phase from the list.

  5. Select OK.

    Note: Only phases or sub-phases without a child phase can be merged.

Result

The current phase or sub-phase state is canceled, and all associated assets are transferred to the target phase.

Parent Topic:Recall management

Keywords merge phasesmerge sub-phasescancel phaserecall campaign phaseManufacturing Commercial Operations
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