Recertification requests
Warning
Recertification requires a Governance module license.
If you're a user, a manager, or a product owner, a HelloID administrator may assign you as a designated responder for certain products. In this case, you will be responsible for approving or denying product requests.
This may include recertification requests. Recertification requests are triggered by recertification campaigns which can be launched to re-evaluate previously approved product requests.
Recertification requests that are awaiting your approval are listed in the recertification requests overview.
Note
Approvers must have the HelloID Recertification - Recertify right and be member of the configured recertifcation campaign access group in order to view recertification requests.
Note
This feature is available as a beta release. Recertification requests triggered by Multiple Assignments or Conflicting Products campaigns are not yet included.
View recertification requests
On the User Dashboard, go to Recertification > Requests.
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 and possible denials 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
On the User Dashboard, go to Recertification > Requests.
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.
Note
Recertification requests for multiple assigned or conflicting products cannot yet be resolved.
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.