Automatic Closing of Certifications

Automatic closing is an option you can enable in your certifications to handle access reviews that have not been completed by the time the certification's designated active period has ended. With automatic closing, you can automatically make decisions on the open line items – either to revoke, allow, or mark as an exception – or you can run a rule to perform more complex analyses or other actions.

If you choose to enable automatic closing, there are several configuration options you will set, including the amount of time to allow after the expiration date before automatic closing is invoked, any closing rule that will be run at that time, which action to take on uncompleted Access Review items, and any comment to add to each item for which the automatic action is taken. These can be set as global defaults and also can be set or changed from the global defaults at the individual certification level. See Compliance Manager Setup.