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Recertifications to do

Description

When a campaign is run, the pending recertifications will be displayed in the Recertifications to-do list of the proper user who has to Accept or Deny the recertification. The user who has to manage the recertification can delegate it as well to another user to manage it.

Menu option

Main Menu > Recertifications to do

Screen overview

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Custom attributes

Recertifications to do list

  • Name: name to identify the campaign.
  • Start date: date and time when the campaign started.

Recertifications details

  • Groups:  list of user groups where the campaign will be applied. You can choose one or more.
  • User: 
  • Entitlement: 
  • Previous endorsement: 
  • Pending endorsement: 
  • Comments: 

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

Apply changes

Allows you to save the data of a new 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. You can choose that option on the hamburger icon.

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

Undo

Allows you to quit without applying any changes. 

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