Managing Access Certification Campaigns

The My Tasks tab provides in-depth detail for users to manage certain aspects of their Access Certification campaigns.

Viewing Access Certifications

To filter campaigns displayed by default, perform the following steps:

1. Select the Access Certification tab.
2. Select Filters at the top right of the displayed list.

3. Select one of the following options from the Applications dropdown menu:

   • All
   • [Name of Relevant Application]

4. Select one of the following options from the Current Status dropdown menu:

   • All
   • In Process
   • Closed

5. Select one of the following options from the Due Date dropdown menu:

   • All
   • Overdue
   • Due Today
   • Due in 7 Days
   • Define Range …

   If you select Define Range …, a two-month calendar view displays.

6. Select a start date

7. Select an end date

Note

The selected date range displays in the Due Date dropdown box.

1. Select the Reset button below the dropdown menus, on the far right of the screen, to reset all the filters.

Note

Once you have selected the Applications, Current Status, and Due Date filters, the word “Filters” in the Filters button changes from gray lettering on a white background to white lettering on a green background.

The filtered Access Certification tasks display in a table below the dropdown menus, with the following columns:

• Due Date: In mmddyyyy format – Displays Expired (in red), Expires soon (in yellow), or is empty.
• Name: The name of the campaign.
• Application: The application related to the campaign.
• Current Status: The current status of the campaign.
• Progress: A progress bar, showing the relative progress made in the campaign.
• Actions: Select the View button in the same row as a given campaign to display the access certification details.

Access Certification Task Details

Administrators execute campaigns that generate access certification tasks for the campaigns’ reviewers. This window gives a business user an easy and intuitive way to approve/reject hundreds of thousands of permissions in the selected campaign. It also has advanced filtering capabilities and representation of the permissions, based on grouping criteria, in chart form.

To view access certification details for a selected task, select View under the Actions column of the task to be viewed.

The Access Certification detailed task screen shows permissions for the business data owner to review. This screen is similar to the task screens for Access Request. The displayed columns vary, based upon the administrator’s selections. An administrator can set other columns in an Object’s template in the Administrative Client.

A detailed task screen of the selected task displays.

Detailed Task Screen

If a campaign has instructions, the left side of the Access Certification detailed task screen first row displays the name of the campaign and a link to display the campaign’s instructions.

The right side of the first row contains a progress bar that displays how far this task has progressed.

The columns in the main Access Certification detailed task screen are dynamic.

The Actions column options are:

• Approve
• Reject
• Comment
• Select

The Select options are:

• Review History
• User’s Permission Paths

Note

Sort a column in alphabetical or numerical order by selecting any of the column headings.

Reviewing the History of an Access Certification

When you select Review History, the Review History box displays.

Note

If no history is available, the window displays the following text: “There is no Review History to show.” All a reviewer’s selections (approve, reject, comment, history) display the next time the reviewer checks My Tasks.

When you select User’s Permission Paths, the permission paths display.

When finished filtering, select Approve to approve the filters, or Reject to reject the filters.

Select Commit to save changes or Close to close without saving changes.

Navigating within the Detailed Task List

The bottom of the Detailed Task screen displays the previous (Prev) or next (Next) screen, and the number of the total number of screens displayed (for example, ½ indicates that the first of two screens displays).

To see more results per page (the default is 10), select the dropdown menu on the left side of the screen to choose 10, 25, 50, or 100 results per page.

To navigate from the current page to the previous page, select Prev or < at the bottom right of the page.

To navigate from the current page to the next page, select Next or > at the bottom right of the page.

Utilizing Bulk Actions

To execute bulk actions on all permissions in a current filter, perform the following steps:

1. Select Bulk Actions. A dropdown menu displays, showing the number of records in the filter results, with the following options:

   • Approve All – changes all Pending Decision status rows in the current filter results to Pending Commit status
   • Reject All – changes all Pending Decision status rows in the current filter results to Pending Commit status
   • Clear All – changes all Pending Decision status rows in the current filter from Pending Commit status to Pending Decision status. You cannot revert committed rows.

2. Select Yes to clear all records, or Select No to return to the previous screen.

Filtering the Filters

Select Filters at the far right to filter table rows, based on displayed fields, operators, and values, as follows:

Fields - This includes all the column headings listed above.

The static fields that do not display in the table columns are:

• Record Action – options are Approved / Rejected
• Record Status – options are Pending decision, Pending Commit, Committed, and Not Committed

Operators

• Contains – free text
• Equals – auto-completes the value (the only choice for the static fields listed above)
• Starts with – free text
• Empty – no value
• Value – values based upon the operator selected

Viewing Results as Graphs

To the right of the Bulk Actions dropdown menu is a View Graph dropdown menu that provides various selections of graph views.

Graphs are a convenient way to view the results of filtering and are available from the dropdown menu, immediately to the right of Bulk Actions. The graph groups filtered results per the selected field in the menu. There are as many chart views as there are fields.

To view filters as a graph, perform the following steps:

1. Select the View Graphs dropdown menu and select a chart view. A bar chart view displays, with different colored columns and a key to the chart.

   • In Viewing Access Certifications, Department was selected as the chart view, and separate bar charts display for Dept1, Dept2, and Null (No department).

   • Viewing Access Certifications shows a magnified view of the chart key, where different colors are used for tasks:

     • Pending (gray)
     • Approved (dark green)
     • Approved and Committed (light green)
     • Rejected (dark red)
     • Rejected and Committed (light red)

2. Select a chart column. A pop-up screen displays an entire column (with the number of items in parentheses) or a portion of the column (with the number of items in parentheses).

3. Select Pending for Action. A dialog displays with the following options:

   • Approve All
   • Reject All
   • Clear All

4. Select Approve All, Reject All, or Clear All. A Question dialog displays, asking for confirmation and providing space for a free text comment (only for Approve All or Reject All).

5. Select Yes to confirm, or Select No to return to the previous screen.

Alternatively:

1. Select Entire Column. A dialog displays with the following options:

   • Approve All
   • Reject All
   • Clear All
   • Filter further by (filtered item) – displays additional selected filtering
   • View table by (filtered item) – displays the table with the applied filters

2. Select Chart Filtered by (filtered item). A dialog displays with field options for chart groups.

3. Select a field for chart groups.

Note

After selecting a field, the chart displays grouped by the new field and filtered by the selected value (in this case, Dept2). This is not a bulk action.