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 creating an audit, you can add one or more recertification policies to it. When the audit runs, it creates a recertification task for each item in the policy. Business role and location membership policy are to certify the membership of a business role and location. We will create an audit and add a business role and location membership type recertification policy.
Pre-requisite for recertification policies, audit compilation and fulfilment of business requests.
To create an audit
On the navbar, expand Compliance and select Recertification.
Select the Audits tab on the Recertification page and click + icon to Create Audit.
Enter the name, display name, and description.
Select location from the location tree.
Select the audit owner
Select the started date and due date
Click on the Save button.
Click on the '+' icon to add the recertification policy on the audit details page.
Select the recertification policy from the recertification dropdown.
Select the fall-back assignee and click on Save.
Click on the 'Enable' checkbox for the audit and click on the Save button.
Navigate to the audit tab and search for the above audit.
The audit is displayed in the list.
Compilation status shows as compilation completed. Business Request = No of the Group in the recertification policy.
Validate that these Business Requests are visible in MyTasksLogin to MyTasks (Tasks and Requests -->My Task App)
In the top left, filter by 'To Do'
Search by the Audit Name
Validate that any of the potential approvers of the business requests can action itLogin to MyTasks -> In the top left, filter by 'To Do' -> Search by the Audit Name.
Validate that fulfilment runs successfully for the business requestsClick on the link below the name of the business request in the above image.
It will open a pop-up window.
Verify that the Fulfilment status is “Fulfilment Succeeded.”
Note: You can also check the fulfillment status of a business request under Request Item Tracking.
Validate that based on the decisions made on the Business role and location membership should reflect accordingly.
In EmpowerID, Navigate to Role Management -> Business Role and Location-> Search for the Business Role and Location-->Advanced Tab--> Scroll down-->Members-->All People and Locations-->Search for the Person and validate it still exists.
