Recertification administration
In Recertification > Administration, you can view all Recertification requests and manually respond to them, thus overriding Approval workflows.
Note
To be able to manage recertification requests you need the Recertification Management - Manage recertification requests right.
View recertification requests
In the Admin dashboard, go to Recertification > Administration.
Use the drop-down at the bottom to increase or decrease the number of requests per page.
You can use filters to refine the overview based on the Campaign name, Product categories, the user's state (active or inactive), department, and job title, and the Reason given when the campaign iteration was started.
Blue buttons and icons indicate that a filter is active.
Click Open Details to view the details of a specific request.
Table 1. Request details#
Name
Description
1
Request information
General product assignment information including the product name, who requested it, for whom, the original date and time of the product request, latest request update date and time, request state, and optional corresponding task execution state.
2
Scope reasons
One or more reasons why this product request was selected in this Recertification Campaign.
3
Request timeline
A chronological overview of the initial product request with approvals up to this point.
If no approvers are available, there will be a button in the request timeline to notify the service desk.
4
Form data
The entered data of the product request, if a form is attached.
Approve or deny recertification requests
In the Admin dashboard, go to Recertification > Administration.
For a single request: click Approve or Deny to confirm or revoke access to the product for the user.
For multiple requests:
Select the checkboxes for the requests you want to process.
Then click the Approve or Deny button at the bottom.
Tip
To process more requests at once, increase the number of requests displayed per page.
Specify whether the time limit for time-limited products should be reset.
Note
The product expiration date is reset according to the maximum configured time limit for the product.
Confirm by clicking Approve or Deny.
If you approve, the user will still have access to the product. If you deny, the product will be returned, and any configured actions in the return state will be executed.
Note
Recertification requests for conflicting and multi-assigned products cannot be approved or rejected individually or in bulk. They must be handled simultaneously with related requests.
See Resolve recertification requests for multi-assigned or conflicting products.
Resolve recertification requests for multi-assigned or conflicting products
In the Admin dashboard, go to Recertification > Administration.
Find a recertification request for a product that has been assigned more than once to the same user or that conflicts with another product of the user. Then click Resolve.
The page lists all related recertification requests that need to be resolved for this user.
Click to select up to one recertification request to approve. All unselected requests will be denied and the products returned.
Tip
You can use Ctrl+click to remove the selection.
Click Next to continue.
Review the list of products that will be returned, and select any products for which the product return actions must be performed. Products that cannot be selected do not have associated return actions.
Click Next.
Review the summary of your selections and enter a comment. Then click Submit.
