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Create Audits

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In EmpowerID, an audit is a logically named user-defined object for identifying or grouping recertification tasks and running the Recertification policies that generate them. After you create an audit, you can add one or more Recertification policies to it. Then when the audit runs, it creates a recertification task for each item in the policy.

To create an audit

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

  2. On the Recertification page, select the Audits tab and then click + icon to Create Audit.

  3. In the Audit Details form that appears, enter the following information:

    • Name – Name of the audit

    • Display Name – Display name of the audit

    • Creation Location – Click the Select a Location link and then search for and select the desired location

    • Description – Description of the audit

    • Started – Select the date you want the audit to start

    • Due Date – Select the date the audit completes

    • Audit Owner – Search for and select the person who is to be the audit owner

    • Do No Allow Delete – Select this option if you do not want to allow the audit to be deleted from the EmpowerID UI

    • Enabled – Select to enable the audit to run

    • IsTemplate - Select this option to use this audit as a template for quickly creating other audits.

4. Optionally, enable or disable any of these settings:

  • Is Template – Select this option to use this audit as a template for quickly creating other audits. Selecting this checkbox will show another checkbox on the UI named “Enable Audit Creation on Schedule”

  • Enable Audit Creation On Schedule - You need to select the dates and interval on Audit creation schedule and also audit duration in days.

5. Click Save.

After creating an audit, you need to add at least one Recertification policy to it for the system to generate recertification tasks.


Next Steps

Add Recertification Policies to Audits

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