Recertification Permanent Workflows

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.

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

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

Close Revoke Re-certification Unreview Tasks After Due Date 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.

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

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	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

Continuous Group Membership Recertification

This permanent workflow creates recertification tasks when users are added to groups via Business Requests within the past X number of days in account stores where Recertify External Group Changes as Detected is enabled.

Workflow Parameters

Parameter	Description

Parameter	Description
DaysInput	Specifies the past number of days of group changes to be included in recertification. Set by default to 10.
BusinessRequestTypeID	Specifies the ID of the Business Request Type. Set by default to the ID of the ITShop Business Request Type.
BusinessRequestItemTypeActionID	Specifies the ID of the Business Request Item Type Action. Set by default to the ID of the Recertify Group Membership Business Request Item Type Action.

Next steps

Manage Recertification workflow parameters