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A recertification policy contains actions to ensure that users submit an assurance that they have a genuine, continuous need for a particular resource or membership. As a project might have multiple deliverables, a recertification audit can have multiple recertification policies associated with it. We can create recertification policies of different types in the EmpowerID system, which are reusable. For example, we might want to certify an external partner partners and a member members of certain high-risk management roles in an audit. These items are specified in one or more recertification policies and later added to the same audit.

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  1. Log in to the EmpowerID.

  2. On the navbar, expand Compliance and select Recertification.

  3. On the Recertification page, select the Recertification Policies tab and then click + icon to create an audit.

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    Click + icon to create a new recertification policy.

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  4. In the Policy Details form that appears, provide the necessary details and click Save,

    • Click the Policy Type drop-down and select from the options. EmpowerID provides different policy types that define data snapshots for a particular resource type. More information about the policy types is covered here in the doc Recertification Policy Types.

    • Fill in the Name, Display Name, and Description fields.

    • Select Enabled to enable the policy.

  5. Click Save

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Tip

After EmpowerID creates the policy,

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the view one page appears where you can configure Targets of the Recertification and Item Type Scope (Data), which is important to complete the configuration of the policy.

Next Steps

Add targets to recertification policies.

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