1. Using Access Certifications
  2. Make Certification Decisions in the Enhanced Worksheet

Make Certification Decisions in the Enhanced Worksheet

If you're a certifier, you use the worksheet to record your certification decisions about the role assignments you're tasked with reviewing. Each user-role combination begins at the Review status, which means that no action has yet been taken. Your object is to update that status to Keep Role or Remove Role for all user-role combinations in your worksheet.

If a certification is of a type that allows direct managers to participate, a certifier worksheet contains records of user-role combinations that also appear in the My Team worksheets of any number of direct managers. Typically a certifier waits for direct managers to act, and their decisions automatically update the certifier worksheet. However, the certifier is free to modify those decisions or to act even before a direct manager responds.

In any case, a certifier can update any number of user-role combinations at once:

  1. Select the check boxes for any number of user-role combinations.

    Or click Select All, which would apply to all records returned by filters you've set. These include records that qualify for your filters, but aren't yet on display because you haven't scrolled down to them and so fetched them.

    To select a large number of records, you can click Select All, then individually deselect the records you don't want. The action then applies to all records that match current filters and haven't been deselected.

  2. Click one of three Action buttons. (These buttons are available only to the certifier assigned to the worksheet, not to role managers or owners with access to the worksheet.)

    • Keep Roles: The role assignments are certified as appropriate, and the users should retain their roles.

    • Remove Roles: The role assignments are rejected, and a security administrator should rescind the users' access to the roles.

    • Investigate: Work continues on determining whether user-role combinations should be certified.

  3. A panel opens, and includes a Comment field. If you selected Remove Roles, the comment is required. If you selected Investigate or Keep Roles, the comment is optional. If appropriate, add the comment. If you're updating more than one user-role combination, the comment is added to the record of each one.

  4. Close the panel: click the action button in its lower right corner.