Business Role and Location Membership Type Recertification Policy

Business role and location membership policy is to certify the membership of a business role and location. For the recertification, an audit is created, 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 are generally configured as certify or revoke the member. 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 requests.

Create a Business Role and Location Membership type Recertification Policy

1. Log in to the EmpowerID Web application as an auditor or other person with the ability to configure audits.

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

3. On the Recertification page, select the Recertification Policies tab.
   

   

4. Then click + icon to create a new recertification policy

5. The policy details page opens up.

6. Select policy type as ‘Business Role and Location Membership.’ Enter any name, display name, and description.
   

   

7. Click on Save.

8. Attestation policy/Recertification policy is saved successfully.
   
   Add the target type “Business Role and Location” to the policy created

9. Click on the '+' icon at the bottom of the policy details page to add the target

10. The attestation policy target section opens up.

11. Under the type dropdown, select ‘Business Role and Location.’

12. Under the business role dropdown, search for a business role and select it.

13. Under the location dropdown, search for a location and select it.

14. Click on Save.
    

    

    
    Add the target type “Set Group” to the policy created

15. Click on the '+' icon at the bottom of the policy details page to add the target.

16. The attestation policy target section opens up.

17. Under the type dropdown, select ‘Set Group.’

18. Type a query name under “enter a query-based collection name”.

19. Click on Save.
    

    

20. The business role and location membership policy type with two target types are created.
    

    

Next Steps

• Audit with Business Role and Location Membership Recertification Policy