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HelloID

View a recertification campaign's insights

Warning

Recertification requires a Governance module license.

Note

You need to have the HelloID Recertification Insights right and be a member of a group that has access to the respective campaign to see the insights of a campaign iteration and any product request details.

  1. On the User Dashboard, open the Recertification insights overview: go to Recertification > Insights.

    Recertification_Insights_Campaigns.png
  2. In the Actions column, click Open details to view the insights of a specific recertification campaign iteration.

    Recertification_Insights_ImproperlyAssignedProducts_2025-6.png

    #

    Name

    Description

    1

    Page title

    Page title including the name of the campaign

    2

    Campaign type

    3

    Campaign iteration start date

    The start date of the selected campaign iteration

    4

    Campaign iteration end date

    The end date of the selected campaign iteration

    5

    Campaign iteration state

    The current state of the selected campaign iteration

    6

    Number of requests

    The total number of product requests (i.e. assigned products) found in this campaign iteration based on the scope of the campaign

    7

    Handled requests

    The number of recertification requests that have been approved or denied (if the campaign is configured to produce recertification requests)

    8

    Pending requests

    The number of recertification requests that are waiting to be approved or denied (if the campaign is configured to produce recertification requests)

    9

    Campaign progress

    The number of handled recertification requests as a percentage of the total number of requests (if the campaign is configured to produce recertification requests)

    10

    Product category

    Filter to refine the product request overview by product categories

    11

    User state

    Filter to refine the product request overview by the state (active or inactive) of the user account for whom the product was requested

    12

    Department

    Filter to refine the product request overview by the department(s) of the user account for whom the product was requested

    13

    Job title

    Filter to refine the product request overview by job title of the user account for whom the product was requested

    14

    Recertification reason

    Filter to refine the product request overview by recertification reasons

    15

    Request state

    Filter to refine the product request overview by the state of the recertification request: pending, approved, denied, or closed

    16

    Columns

    Menu to select columns to be displayed in the product request overview

    17

    Search value

    Search value to filter the recertification request overview by self-service product or user

    18

    Overview

    Overview of all product requests that fall in the scope of the selected recertification campaign iteration

    Note

    Recertification insights are calculated each new campaign iteration. While the user information displayed reflects real-time data, it is important to note that recertification insights may become outdated, for example, when users return products after the campaign iteration has been calculated, or when self-service products have been configured differently in the meantime.

    To ensure an up-to-date overview, start a new Campaign iteration.

    You can apply filters to refine the overview based on Product category, Product risk factor, Product price, User department, and User job title.

    The state of each recertification request is displayed in the State column.

    Request state

    Description

    Open

    The recertification request is awaiting approval.

    Approved

    The recertification request has been approved. The requested product remains assigned to the user.

    Denied

    The recertification request has been denied. The product is returned and is no longer accessible to the user.

    Closed

    The recertification request is no longer applicable (for example, if the product has been returned) or has not been handled before a new campaign iteration was started.

    Pending

    The product request falls within the scope of the campaign, but the campaign did not trigger an approval workflow.

  3. Click Open details to see additional information about the selected product request.

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