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Recertification campaigns

Description

Soffid allows you to define new campaigns to review the users' access rights and to assign who has to recertify or revoke their entitlements.

Menu option

Main Menu > Administration > Resources > Recertification campaigns

Screen overview

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Custom attributes

Basic

  • Name: name to identify the campaign.
  • Template: select the policy that will be applied. That has to be defined previously on the Recertification policies page.
  • Groups:  list of user groups where the campaign will be applied. You can choose one or more.
  • Information Systems: list of information systems where the campaign will be applied. You can choose one or more.

Others

  • Start date: date and time when the campaign started. This field is generated automatically.
  • Finish date: date and time when the campaign finished. This field is generated automatically.
  • Status: recertification campaign process status. Three statuses are available:
    • Preparation: it is the first status when the campaign is created.
    • Active: it is the status when the recertification campaign is ready to be applied.
    • Finished: it is the status when the recertification campaign ends.
  • Groups: users groups list to which the campaign will be applied.
    • Group name
    • Status
    • % done 
  • Applications: application list to which the campaign will be applied.
    • Application name
    • Status
    • % done
  • Group members: list of users who belong to the selected group.
    • Active
    • Applications:User
    • Creation date
    • Status application
      • list
    • Step to1
      • which
    • Step the2
      • campaign
    • Step will3
      • be
    • Step applied.4

Examples

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Actions

 Recertification campaigns query

Add new

Allows you to add a new Recertification policy. You can choose that option on the hamburger menu or click the add button (+).

To add a new it is necessary to fill in the required fields.
Delete

Allows you to remove one or moreRecertification policies by selecting one or more records and next clicking the button with the subtraction symbol (-).

To perform that action, Soffid will ask you for confirmation, you could confirm or cancel the operation.
Import

Allows you to upload a CSV file with the Recertification policies to add or update the attribute definition to Soffid.

First, you need to pick up a CSV file, that CSV has to contain a specific configuration. Then you need to check the content to be loaded, it is allowed to choose if you want or not to load a specific attribute. And finally, you need to select the mappings for each column of the CSV file to import the data correctly and click the Import button.

Download CSV file

Allows you to download a CSV file with the basic information of all Recertification policies. 

Add or remove columns

 Allows you to show and hide columns in the table. You can also set the order in which the columns will be displayed. The selected columns and order will be saved for the next time Soffid displays the page to the user. 

 Recertification campaigns details

ApplyClick changesgroup

By clicking a record group, Soffid will display the group members' list.

Show details

Displays a detailed list with the recertification data for each user to recertificate

Delete

Allows you to save the data ofdelete a newrecertification policy or to update the data of a specific policy and quit. To save the data it will be mandatory to fill in the required fields.

Save

Allows you to save the data of a new policy or to update the data of a specific policy. To save the data it will be mandatory to fill in the required fields.

Delete

Allows you to remove a specific policy.campaign. You can chooseselect thatthis option on the hamburger icon.menu. 

ToIt performis thatnot action, Soffid will ask you for confirmation, you could confirm or cancel the operation.

Undo

Allows youallowed to quitdelete withouta applyingrecertification anyprocess changes.once it has been started.

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