Recertification Workflows

Several permanent workflows/workflows handle re-certification. This section describes each permanent workflow/workflow and Audit configurations. Set up the configuration and enable these workflows to use the re-certification functionality. You can schedule time to run each workflow. EmpowerID uses default settings for each workflow if no configuration is applied to the audit. Default settings are defined on each workflow View One page and on associated Audit.

Audit Settings

The following visible fields appear in the Audit Configuration screen.

If email templates are missing from the audit, it will use it from the configured workflow parameters in Unreviewed Recertification Task Notification.

Notifications

Audit open task reminders and escalation notification configuration

Field	Description
Notify Participant On Audit Creation	Enable this option to send email to the audit reviewers from the email template in *All Participant Notification Email Template*
All Participant Notification Email Template	Specify the template the audit uses to send an email to audit reviewers after Audit Creation.
Enable Notification	Enable this option to send email to the reviewers. It sends after number of days from audit start date configured in *Notify Open Task Participant After Audit Start In Days* if they have open tasks. It uses the email template in *Open Task Notification Email Template* and is based on the frequency configured in *Notify Frequency In Days*.
Open Task Notification Email Template	Specify the template the audit uses to send an email reminder to reviewers who have open tasks assigned to them. Email Tokens: CurrentDate (dd.MM.yyyy) TargetPerson AuditDueDate (dd.MM.yyyy) AuditStartDate (dd.MM.yyyy) TargetAudit EmpowerIDUrl
Enable Reminder Notification	Enable this option to send a reminder email to reviewers who have open tasks assigned to them.
Notification Frequency In Days	Set the frequency of open task emails.
Enable Escalation	Enable to send an escalation email to the manager of reviewers. It sends after number of days before the audit ends configured in *Escalation Open Task Participant Before Audit End In Days. It uses the email template in Open Task Notification Email Template* and is based on frequency configured in *Escalation Frequency In Days*. Direct reports receive a cc of the escalation email. No option is provided to disable this; all escalation emails send a cc to direct reports.
Escalate Open Task Participant Before Audit End In Days	Set the number of days before the audit ends on which the open task escalation emails are sent.
Open Task Escalation Email Template	Specify the template the audit uses to send an escalation email to the manager of reviewers who have open tasks assigned to them. Email Tokens: TargetManager TargetDirectReport TargetPerson CurrentDate (dd.MM.yyyy) AuditDueDate (dd.MM.yyyy) AuditStartDate (dd.MM.yyyy) TargetAudit EmpowerIDUrl
Escalation Frequency In Days	Specify the frequency of open task escalation emails.

Template Audit Configuration

To make the current audit into a template audit based on which new audits can be created at scheduled time if Create Scheduled Certification Audit permanent workflow is enabled.

Field	Description
Is Template	Enable this option to use the Audit as a template for creating new Audits with the parameters and on the schedule defined for the template.
Enable Audit Creation On Schedule	Enable this option to use a schedule for the template audit.
Audit Creation Schedule	Specify the template audit schedule.
Audit Next Creation	Next Audit creation date will be used by the permanent workflow Create Scheduled Certification Audit
Last Audit Creation	Displays the last Audit creation date.
Audit Duration In Days	Displays the new Audit duration.

Miscellaneous Configuration

Field	Description
Enable Automatic Revocation After Due Date	Enable this option to revoke and close the Resource Attestation tasks when the permanent workflow Close Revoke Recertification Unreview Task After Audit Due Date runs.

Create Scheduled Certification Audit

This permanent workflow creates an Audit from the Audit template and runs based on the schedule.

The Audit does not compile if the Audit template has no exclusion types or exclusion targets.

Workflow parameters

Parameter	Description
AuditDeleteNotificationEmailTemplateName	Specify the email template for the audit to send for deletion notifications.
Email Tokens	DeletedAudit TemplateAudit TemplateAuditURL CURRENTDATE (dd.MM.yyyy) CURRENTYEAR (yyyy)
AuditDeletedNotificationManagementRoleName	Specify the Management Role Name to notify.

Close Revoke Recertification Unreview Task After Audit Due Date

This permanent workflow closes Audits that have Enable Automatic Revocation After Due Date enabled and the Audit has reached the Due Date. It closes each Resource Attestation by invoking the Close Resource Attestation workflow.

Process Group Fulfillment Workflow

This workflow creates fulfillment workflow tasks for groups which are sent to outbox, and sends an email notification to the owners. After a decision is made, it adds or removes the members. It sends an Email attachment containing the Action, Group, Description, Notes, First Name, Last Name and User Name.

Workflow Parameters

Parameter	Description
ManagementRoletoNotify	Specify the Default approver for the task if the group has no owner.
EmailTemplateName	Specify the email Template for the fulfillment task.
Email Tokens	TargetGroup TargetApplication CurrentDate (.NET "d" format specifier) WorkflowTasksUrl TargetAccountStore

Unreviewed Recertification Task Notification

This permanent workflow sends notification and escalation emails to specified people using the email template, notification frequency in days, and escalation frequency in days when the Enable Notification / Enable Escalation is enabled for the audit.

Workflow Parameters

Parameter	Description
NotificationDayCount	Specify the day count to use when Notify Open Task Participant After Audit Start In Days is not defined or is set to zero (0).
EscalationDayCount	Specify the day count to use when Escalate Open Task Participant Before End Days is not defined or is set to zero (0). If it is set to a negative value, no emails are sent.
FrequencyDayCount	Specify the day count to use when Notification Frequency In Days or Escalation Frequency In Days are not defined or are set to zero (0).
NotificationEmailTemplateName	Specify the email template to send to the reviewer.
Email Tokens	TargetPerson CurrentDate AuditDueDate AuditStartDate TargetAudit
EscalationEmailTemplateName	Specify the email template to send to the Manager and CC to the Target Direct Report.
Email Tokens	TargetManager TargetDirectReport TargetPerson CurrentDate AuditDueDate AuditStartDate TargetAudit