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Recertification Permanent Workflows
- Phillip Hanegan
Several permanent workflows handle recertification. To use the recertification functionality, be sure to enable these workflows. 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.
Edit Audit Details Workflow
This permanent workflow enables Audits to be edited.
Update audit operation
This operation adds fields to support PAM functionality. The following visible fields appear in the Audit Configuration screen.
No emails are sent if the default template is missing from the audit or EnableEscalation is not enabled.
Field | Description |
|---|---|
NotifyParticipantOnAuditCreation | Enable this option to send email to the audit reviewers from the email template in AllParticipantNotificationEmailTemplateID |
AllParticipantNotificationEmailTemplateID | Specify the template the audit uses to send an email to audit reviewers after Audit Creation. |
EnableNotification | Enable this option to send email to the reviewers the number of days after the audit start date configured in NotifyOpenTaskParticipantAferAuditStartInDays if they have open tasks. It uses the email template in OpenTaskNotificationEmailTemplateID and is based on the frequency configured in NotifyFrequencyinDay. |
UnreviewedRecertificationTaskNotification | Set the number of days after which open task emails should be sent. |
OpenTaskReminderEmailTemplate | Specify the template the audit uses to send an email reminder to reviewers who have open tasks assigned to them. |
EnableReminderNotification | Enable this option to send a reminder email to reviewers who have open tasks assigned to them. |
ReminderNotificationFrequencyInDays | Set the frequency of open task emails. Localized key = NotificationFrequencyInDays |
EnableEscalation | Enable to send an escalation email to the manager of reviewers the number of days before the audit ends configured in EscalationOpenTaskParticipantBeforeAuditEndInDays. It uses the email template in OpenTaskNotificationEmailTemplateID and is based on frequency configured in EscalationFrequencyInDays. Direct reports receive a cc of the escalation email. No option is provided disable this; all escalation emails send a cc to direct reports. |
EscalateOpenTaskParticipantBeforeAuditEndinDays | Set the number of days before the audit ends on which the open task escalation emails are sent. |
OpenTaskEscalationEmailTemplateID | Specify the template the audit uses to send an escalation email to the manager of reviewers who have open tasks assigned to them. |
EscalationFrequencyInDays | Specify the frequency of open task escalation emails. |
IsTemplate | 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. |
EnableAuditCreationOnSchedule | Enable this option to use a schedule for the template audit. |
AuditCreationSchedule | Specify the template audit schedule. |
AuditNextCreation | Next Audit creation date will be used by the permanent workflow Create Scheduled Certification Audit |
LastAuditCreation | Displays the last Audit creation date. |
AuditDurationInDays | Displays the new Audit duration. |
EnableAutomaticRevocationAfterDueDate | Enable this option to revoke and close the Resource Attestation tasks when the permanent workflow Close And Revoke Recertification Unreview Task After Audit Due Date runs. |
Create Scheduled Certification Audit Workflow
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 |
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AuditDeletedNotificationManagementRoleName | Specify the Management Role Name to notify. |
CloseRevokeRecertificationUnreviewTaskAfterAuditDueDate Workflow
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 permanent workflow creates fulfillment workflow tasks for applications and groups, 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.
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Email Tokens |
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Unreviewed Recertification Task Notification Workflow
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 EnableReminderNotification is enabled for the audit. Localized Key = Enable Notification.
Workflow Parameters
Parameter | Description |
|---|---|
NotificationDayCount | Specify the day count to use when NotifyOpenTaskParticipantAfterAuditStartInDays is not defined or is set to zero (0). |
EscalationDayCount | Specify the day count to use when EscalateOpenTaskParticipantBeforeEndDays 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 NotificationFrequencyInDays or EscalationFrequencyInDays are not defined or are set to zero (0). |
NotificationEmailTemplateName | Specify the email template to send to the reviewer. |
Email Tokens |
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EscalationEmailTemplateName | Specify the email template to send to the Manager and CC to the Target Direct Report. |
Email Tokens |
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