Once you add Recertification policies to audits, you can go to the audit and recertification dashboards to view their status as well as the number of recertification tasks created.
View Audit Information
On the navbar, expand Compliance and select Audit Configuration.
On the Audit Configuration page, select the Audits tab and search for the audit whose dashboard you want to view.
Click the View Dashboard link for the audit.
This directs you to the Audit Details page, which has three tabs of audit related information.
Dashboard – The dashboard provides a visual overview of the status of the selected audit and includes the following information:
Audit Owner
Date the Audit started
Number of days, hours and minutes left before the audit is due
Whether the audit is currently open
Audit compilation status
Number of recertification tasks generated by the compilation
Percentage of tasks completed
Total completed tasks in audit
Total certification decisions for the audit and their status
Total tasks by status for the audit
Top 10 people counts
Total progress for the audit
Policies – Provides a grid view with links to the Recertification policies belonging to the audit
Communication – Provides the ability to send an advanced email to notify recertification participants and optionally their manager
The Communication tab is viewable to Audit creators only
Select the Policies tab to view the Recertification policies attached to the audit.
Click the View Dashboard link for an attached policy.
This directs you to the Audit Attestation Policy Details page, which contains two tabs of audit recertification related information.
Dashboard – The dashboard provides a visual overview of the status of the selected Recertification policy and includes the following information:
Audit – Audit to which the policy is attached
Due Date – Date the audit is due
Due In – Number of days, hours and minutes left before the audit is due
Policy Type – Recertification policy type, such as Group Membership
Started – Date the audit started
Compiled – Date and time the system compiled the Recertification policy
Successful Compilation – Whether the system successfully compiled the Recertification policy
Process Status – Status of the Recertification process
Locked By Server – Lists the EmpowerID server that processed the policy
Attestation tasks per Audit Attestation policy – Displays the total number of recertification tasks generated for the policy
Total Completed Attestation Tasks in Audit Attestation Policy – Displays the number of recertification tasks that have been completed
Average Completed Attestation Tasks in Audit Attestation Policy
Total Certification Decisions for Policy – Displays a chart of the total number of unreviewed, certified and revoked decisions currently made
Total Tasks by Decisions for Policy – Displays a chart of tasks generated for the policy and their status
Top 10 people counts – Display the usernames of the top 10 people in the policy who need to be recertified (Open Recertifications) or who have been recertified (Completed Recertifications)
Total progress for the policy
Certifications – Provides a grid view with links to the recertification tasks belonging to the policy
Select the Certifications tab and search for a recertification task.
You should see a grid view of of information about the task.
Recertification Task – Provides a dropdown of all recertification tasks generated by the policy as well as a link to the tasks in the My Tasks app.
Description – Description given to the Recertification policy when created
Resource System – Resource system containing the resources needed recertification
Status – Status of the task
Item Count – Number of recertification items contained in the task
Completed Items – Number of recertification items that have been recertified
View Resource – Provides a link that directs you to the View One page for the specific resource targeted by the recertification task
Expand the Recertification Task dropdown.
You should see a searchable grid of the individual items in the task.