Skip to content

Scheduling a New Certification

Note

Identity certifications are special cases and are scheduled from the Identities or Advanced Identity Search Results pages. Any IdentityIQ user with access to those pages can schedule an identity certification.

Use the New Certification dropdown list to schedule certifications.

Note

Identity Certifications are not scheduled from the Certifications page, they are requested from the Identity Risk Scores, Identity Search Results or Policy Violations pages.

Note

Automatic approvals are not dismissed in the access reviews if you turn off the automatic approval feature and then activate a staged certification. To remove automatic approvals access reviews generated by a staged certification, you must delete and redefine the certification.

To generate a preview of a certification, enable the staging feature on the Lifecycle panel on the Schedule Certification page for non-targeted certifications or on the Schedule panel for targeted certifications. When the staging feature is enabled, a certification and associated access reviews are created, but the access reviews are not sent to the certifiers. You can view what the certification schedule definition produces before the schedule is activated. If the generated certification does not match your needs, you can cancel the certification and redefine it as needed. If the certification is accurate, activate the schedule.

For more information on the contents of certifications, see:

  • Scheduling a Non-Targeted Certification(LINK IN DOC)

  • Scheduling a Targeted Certification(LINK IN DOC)

Creating a New Certification from an Existing One

New certifications can be created from existing certification definitions so the existing certification definition provides a starting point for configuring the new one.

To do this, right-click a certification on the Setup > Certifications page, Certifications tab, and click Use Certification as a Template. Then modify the certification details as needed for the new certification.