Add Recertification Policies to Audits

In EmpowerID, an audit is a user-defined, logically named object for identifying or grouping recertification tasks and running the recertification policies that generate those tasks. After creating an audit, you add recertification policies to define what you want to audit. Then when the audit runs, it compiles those recertification policies, creating any necessary recertification tasks.

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

2. Click the Audits tab and search for the audit you want to add a Recertification policy.

3. Click the Audit link for the audit.
   
   

   Open

   

    

4. On the audit details page, click on the '+' icon to add the recertification policy
   
   

   Open

   

    

5. Search for and select the desired Recertification policy.

6. Optionally, enter a number in the Ignore Any Certified Within Last X Days field and click Save.
   
   

    

7. Select the fall-back assignee and click on Save.

8. Repeat steps 5 and 6 for any other Recertification policies you want to add to the audit.

9. Navigate to the My Audit tab and search for the above audit
   
   
   

    

10. The audit is displayed in the list.

11. Compilation status shows as Compilation completed.

    Business Request = No of the management roles in the recertification policy
    Items = No of items[persons membership/management roles membership ] in the management role.

     

Related

View audit and recertification information