Enabling Automatic Approvals in Individual Certifications

You can use automatic approvals in these types of certification:

  • Targeted

  • Manager

  • Application Owner

  • Advanced

  • Role Membership

Important: Exercise caution when staging certifications that have automatic approvals enabled. If you include a staging period with a certification that has automatic approvals enabled, then later disable either recommendations or automatic approvals, items that were flagged for automatic approval during staging will lose the starred automatically-approved icon, but will remain approved and will still show initially on the reviewer's Review tab rather than the Open tab.

To enable automatic approvals in Targeted certifications:

  1. Click Setup > Certifications.

  2. Click New Certification > Targeted.

  3. In the Additional Settings section, click Advanced Options.

  4. Select both the Show Recommendations and Automatically Approve Recommended Items boxes.

  5. Set the rest of your certification parameters as needed and schedule the certification.

 

To enable automatic approvals in all other supported certification types:

  1. Click Setup > Certifications.

  2. Click New Certification and choose one of the certification types that supports automatic approvals (Manager, Advanced, Role Membership, or Application Owner).

  3. On the Behavior tab, select both the Show Recommendations and Automatically Approve Recommended Items boxes.

  4. Set the rest of your certification parameters as needed and schedule the certification.