Skip to content

Access Certification Tasks

If you have been assigned to review a campaign and that campaign has been initiated, the Access Certification page within My Tasks allows you to view the details of that campaign and make decisions on it. Go to My Tasks > Access Certification.

Only active campaigns are shown.

To filter campaigns based on their status, select one of the following:

  • View All - This filter shows all campaigns that are still in progress.
  • Overdue Reviews - To view all campaigns that are past their set due dates, select this filter.

To further filter between campaigns, select the Filter icon and choose from the following options:

  • Campaign Name - If the campaign name or some of the name is known, enter it in this field to locate the campaign.
  • Campaign Type - Choose between identities or permissions.
  • Due Date - The due date filter comes with a few options. From the dropdown, choose between an exact date, a time frame, or all campaigns that are overdue.

Reviewing and Performing Campaign Tasks

From the campaign management screen, select a campaign to review.

From there, the review page for that campaign displays. All records are displayed.

When decisions are completed, select Commit. This applies to both the table and graph view.

Table View

Note

The default view of the review page is the table view. Toggle to Graph to view the resources in a graph view.

To view the details of this campaign, select Campaign Summary. Here, the reviewer can see details about the due date, the description of the campaign, and the instructions for the reviewer. It also provides the reviewer's review progress for the campaign.

The following are predefined filters that are available for easy viewing:

  • Pending Commit - All records that have a decision but have not been committed.
  • Pending Review - All records that still need decisions. Default view.

Within the Actions column, approve or reject each individual record. Leaving a comment is optional.

Note

Making a comment is mandatory on bulk rejections or approvals.

Graph View

The graph view allows a user to take quick action on large amounts of information.

When the graph view loads, multiple bar graphs display with the status of each record within the resource grouped together. The statuses are:

  • Pending
  • Pending Approve
  • Pending Reject
  • Approved
  • Rejected

Selecting Group By allows the reviewer to group the records in the campaign by different attributes.

Select the desired bar in the graph. A popup appears which provides the reviewer a full view of that resource. Here, the reviewer can easily see the amount of records in each status and perform the necessary action.

The Action dropdown provides the ability to go back to the table view. Select View in Table from the dropdown to be taken back to the table view.

The Pending Decision status has Approve and Reject actions. Selecting one of those actions will move those records from Pending Review to either Pending Approve or Pending Reject when utilized.

Note

Approving or rejecting is a bulk action at this screen. A comment is required.

The Pending Approve and Pending Reject status has a Clear Decision action. This allows the reviewer to revert records back to a Pending Review status and clear their current decisions.

Tip

If at any point you toggle from graph view back to table view, the selected filters will be maintained.

Once final decisions are made, select Commit. This is applicable for both table and graph view.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.