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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 docampaign list

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

Recertifications detailsto do list

  • GroupsGroup:  listgroup ofto userwhich groupsrecertification where the campaign will be applied. You can choose one or more.applies.
  • User: user to whom permissions will be assigned or not. If you click the user, Soffid will display a new page with the user data.
  • Entitlement: the role that you can assign or not to the user. If you click the role, Soffid will display a new page with the role data.
  • Previous endorsement: &&TODO&&
  • Pending endorsement: allows you to select the option to approve or deny.
  • Comments: this allows you to write a comment.

Examples

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Actions

 RecertificationRecertifications campaigns querycampaign

AddClick newrecertification

AllowsIf 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 orcampaign moreRecertification policies by selecting one or more records and next clicking the button with the subtraction symbol (-).

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

recertifications
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. list.

 RecertificationRecertifications campaignsto detailsdo list

Apply changes

Allows you to save the datarecertifications ofaccepted and denied. Before applying changes, you need to select for each recertification if you approve or deny it. Also, you can write a newcomment. policy

or

Once toyou updateapply changes, the datarecertifications of a specific policy and quit. To save the data itexecuted will be mandatoryremoved from the recertifications to filldo in the required fields.list.

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.

UndoBack

Allows you to quit without applying any changes.

Delegate

Allows you to delegate the operation to approve or deny the process. Once you click the delegate option, Soffid will allow you to select one or more users to delegate the process.

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