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  1. On the navbar, expand Compliance and select Audit Configuration.

  2. Click the Audits tab and search for the audit to which you want to add a Recertification policy.

  3. Click the Audit link for the audit.

  4. On the Audit Details page that appears, expand the Recertification Policies accordion and then click the Add button.

  5. Search for and select the desired Recertification policy.

  6. Optionally, enter a number in the Ignore Any Certified Within Last X Days field and click Save.

  7. Repeat steps 5 and 6 for any other Recertification policies you want to add to the audit.

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Entering a number in the Ignore Any Certified within the Last X Days field is useful in situations where a previous audit closed before all recertification tasks it generated were completed. This way, managers only receive recertification tasks for any direct reports who were not certified in the last audit.

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Next Steps

Viewing Policy Dashboards