Use Overview Pages

If you're an owner or a role manager, you use an overview page to monitor the progress of people under your direction.

The Owner Overview page lists the role managers who participate in a certification project. A Manager Overview page lists the certifiers who work under the supervision of a given role manager.

Open an overview page from the Access Certifications home page:

You may be authorized as the owner of a certification. Or, you may be authorized as an editor or viewer, but not also as a role manager or certifier. In either case, you can open the Owner Overview if the certification is at the Active status. To do so, click its name.

An owner has full rights. An editor or viewer has view-only access to the owner overview, and to manager overviews and certifier worksheets to which it drills down. If a certification isn't yet fully initiated, the overview page isn't yet available, and so the certification name isn't yet a live link.
If you're a role manager, locate the row for an active certification. In its Links cell, click Manager Overview.

Overview Page Format

In each case, the name of the certification appears in the page heading, and a Details region provides this information:

Fields supply the certification type, a description of the certification, its status, and its start, due, and closed dates.
An Owner field identifies the owner. Hover over the owner's name so that a hidden icon appears, then click the icon to display a card with information about the owner.
An Attachments field initially lists up to five files or URLs attached to the certification by the owner during initiation. If more than five items are attached, a Load More Items link appears. Click it to display more items, five per click until all are on display. Click the name of an attachment to open it. You can view attachments in an overview page, but you can't add or remove attachments.
For a standard certification, a circular graph is divided into color-coded segments representing the numbers of role assignments marked as Pending, Approve, Investigate, and Remove. These total all the user-role combinations available for review in the certification.

For a continuous certification, this graph appears when the certification first discovers new user-role combinations to be evaluated.

In the Owner Overview page, a Role Certification by Manager region displays a row for each role manager who participates in the certification. In a Manager Overview page, a Role Certification by Certifier region displays a row for each certifier under the supervision of the role manager who's the focus of the page. In each row:

A user-name value identifies a role manager (in the Owner Overview page) or a certifier (in the Manager Overview page). Hover over the user name so that a hidden icon appears, then click the icon to display a card with information about the person.
For a standard certification, a bar graph is divided into color-coded segments representing the numbers of role assignments marked as Pending, Approve, Investigate, and Remove. These total the user-role combinations assigned to the role manager or certifier identified in the row. The goal is for all roles in each bar graph to reach either Approve or Remove status.

For a continuous certification, this graph appears when the certification first discovers new user-role combinations assigned to the role manager or certifier.

Drill Down to Other Pages

Click the user name in any row to drill down to that user's page. A role manager can open the worksheet for each of the certifiers he works with. An owner can drill down not only to the overview page for each of his role managers, but also to the worksheet for each certifier working under each role manager.

In a worksheet, a user at any level can attach documents to individual user-role combinations and write comments about them. Otherwise, the pages an owner or role manager can drill down to are read-only.

Take Actions

From an overview page, a role manager can reopen worksheets after certifiers have submitted them; reassign certifiers; and, when all worksheets are complete, submit them to the owner. The owner can reopen certifier worksheets, reassign certifiers and role managers, and finalize or terminate the certification. For more on these actions, see Reassign Role Managers and Certifiers and Certification Workflow.