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

Make Certification Decisions in the Original 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 Pending status, which means that no action has yet been taken. Your object is to update that status to Approve or Remove 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 the certifier waits for direct managers to act. As they do, their decisions automatically update the certifier worksheet. In this case, the certifier is free to modify direct managers' decisions.

  • The certifier may act first on such records, for example if direct managers haven't yet responded as the certification deadline approaches. If so, corresponding records disappear from the direct managers' My Team worksheets.

Only the certifier responsible for a worksheet can update status in it:

  1. In the worksheet, select a row representing a user-role combination. You may instead select any number of rows, using the Ctrl or Shift key to select discontinuous or continuous rows. Or, click a Select All check box to update all user-role combinations.

  2. From an Actions menu, select one of three actions:

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

    • Remove: 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.

Fields identify the user who most recently updated a record, and the date that action occurred. These fields show values only when a certifier selects the Approve or Remove action. They show no value if the certifier selects the Investigate action, or changes Approve or Remove to Investigate.

Note that the Select All check box and the Approve, Remove, and Investigate actions are available only to the certifier responsible for the worksheet.