After configuring the audit correctly, it will automatically run based on your scheduled preferences or on-demand, producing business requests or tasks for auditors to certify or recertify access rights. EmpowerID offers a dashboard and multiple informative tabs to access and view information easily.
View Dashboard
To access the Recertification feature, please go to Compliance and choose the Audit tab. Alternatively, clicking My Audits lets you check only the audits you have created or possess.
Search for the Audit in Search Box and click on the Search Button. Click on the View Details link button to open the Details page of the Audit. In the displayed grid, you can find some important information already.
#Business Requests shows the total count of business requests generated by the Audit in the #Business Requests.
#items show the total count of the Items generated in the Business Requests in the #items.
Items Completed shows the total count of the things for which the decision was provided.
You will be directed to the Audit Details page, where you will find a dashboard and other relevant tabs.
You can find the basic information about the audit
Audit Owner
Date the Audit started
Number of days, hours, and minutes left before the audit is due
Whether the audit is currently open
Audit compilation status
In addition to the information provided, a visual representation is available for the details.
Number of recertification tasks or business requests generated by the audit
Percentage of tasks completed
Total completed tasks or business request items in the audit
Total certification decisions for the audit and their status
View Policies
The audit policies consist of details regarding the rights, data pertaining to access rights being assessed, and how the evaluations comply with the organization's policies and regulations. A recertification audit may have several recertification policies linked to it. Follow the instructions below to view the policies of the Audit,
From the Audit Details page we navigated earlier, click on the Policy tab.
You will be able to see the list of the policies for the chosen audit.
To access policy details, simply click on the "View Details" page. This will take you to a dashboard where you can find relevant tabs to access audit information based on the specific policy.
The information you'll discover here is similar to what we observed on the Audit Details page. However, it's important to understand that the counts and details presented pertain specifically to the policy you select rather than the entire audit. In our situation, since the audit only consisted of one policy, the counts appear identical.
View Requests by Status
You can find the In Progress, Done, and All tabs on the Audit Details page.
In Progress: This tab displays all business request items generated during the audit but still awaiting a decision from the auditors regarding the recertification request.
Done: This tab presents all business request items that have been generated during the audit and a decision has been made, whether it is to revoke, continue, or take other actions.
All: This tab provides a comprehensive view of both the In Progress and Done business request items.
To view specific information, click on the corresponding tab.
View Pending Reviewers
From the Audit Details page, we navigated earlier, click on the Pending Reviewers tab. Pending Reviewers refers to auditors who have been assigned certification task requests but have not yet responded or provided a response.
You can easily find information about pending reviewers and the number of items they must certify. Additionally, you'll find details such as their department, contact information, and manager.
Send Email Notifications
EmpowerID offers a communication feature that facilitates the recertification process by sending advanced emails to notify recertification participants and, if desired, their managers. This capability ensures that all participants are informed promptly and effectively about their recertification tasks ensuring timely completion and compliance with regulatory requirements. You can send three types of emails in an audit.
All Audit Participants: The email targeting all audit participants aims to remind them about the task of the audit.
Anyone With Unfinished Tasks: This email is intended for individuals who still need to finish their assigned recertification task or have not responded to a recertification request.
Managers of People With Unfinished Tasks: The email aims to notify managers about the recertification task status of their team members who have pending recertification tasks. It would be beneficial to draw managers' attention to their team members' Recertification pending tasks.
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In EmpowerID, the email templates for notifying audit participants can be customized. Please make sure that admin has correctly rightly configured email templates with appropriate content. The details about it is provided in the admin guide . |
Follow the instructions below to send a notification email
Click on the Communications tab from the Audit Details page we navigated earlier. Click on the Send Advanced Notification button
Select the desired type of recipients to whom the email should be sent, as previously discussed.
In order to send the email to the chosen recipients, click the "Next" button to submit your request. The workflow will then automatically locate and email all eligible recipients for the selected type.
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