Business The business role and location membership policy is to certify recertification process validates whether the membership of a business role and location is still required for a valid business purpose. Certain actions must be made if the membership is no longer required. In other words, the business role and location membership recertification policy is to certify whether membership should exist or not.
For the recertification, an a recertification policy is created, a recertification audit is created, the recertification policy is added to the audit, then the audit is compiled, which generates business requests that are sent for approval.
The engine bundles the recertification items into business requests based on the object itself. Therefore in this case the business role and location is the bundle for the business requests and its members are items.
The possible decisions for the business requests are generally configured as set to certify or revoke the memberbusiness role and location membership. However, these possible decisions are configurable. This configuration is described under decision configuration at the end of this page.
In this post, we will create a business role and location membership type recertification policy and add a target to it.
Pre-requisite for recertification policies, audit compilation and fulfilment of business requestsNote: For the recertification to work in EmpowerID, certain prerequisites must exist.
Create a Business Role and Location Membership type Recertification Policy
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Log in to the EmpowerID web application
On the navbar, expand IT Shop and select Approval Flow Policies.
On the Approval Flow Policies page, select the Item Type Actions tab.
Then search for Recertify Person as Management Role Member.
Click on the Recertify Group as Business Role and Location Member and scroll down to select Decisions for Approval Flow Steps.
Click on the + icon to add more approval decision if needed.
As shown in the above screenshot, what happens when the approval decision is taken as
Certify - Add Groups To Location work flow is started. Note that this is configurable.
Revoke - Edit Reject Email From fulfillment work flow is started. Note that this is configurable.You can also edit or change the workflows that should execute as per an approval decision. Just click on the edit icon on the above image.
To see how the business requests generated are grouped for approval, we need to open the approval step selected by right click and open in new window. Here the approval step is owner approval as shown in the image above. In this case it is bundled as per two rule type (resource owner) as shown in the image below. Therefore, based on what is configured in approval step the business requests generated will be routed to for approval.
Workflow used: When you edit the Item Type Actions named Recertify Group as Business Role and Location Member, you would be able to see the fulfillment workflow. For this policy type the fulfillment workflow is selected is Group Membership fulfillment as shown in the image below. For the fulfillment the selected workflow is run. This workflow assignment is configurable as well. You can delete it and select another workflow if needed.
We have created the business role and location membership policy and added target to it. the next step would be to creat an audit and add the business role and location policy to it.
Next Steps
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