1. Using Access Certifications
  2. Use the Certifier Worksheet

Use the Certifier Worksheet

If you're a certifier, you use a worksheet to record your certification decisions about the role assignments you're tasked with reviewing. If you're an owner or a role manager, you can open worksheets to view certifiers' progress in completing certifications. No matter what your level, you can also use the worksheet to attach documents to records of user-role combinations, to write comments about them, and to view their audit history.

There are two certifier worksheets, original and enhanced, but you'd use only one of them. The enhanced worksheet is optional and, if activated by your organization, replaces the original worksheet. If your organization has chosen not to activate the enhanced worksheet, you would continue to use the original certifier worksheet.

Note: To make the enhanced worksheet available to users, you set a profile option. See Activate the Enhanced Worksheet for Access Certifications. Moreover, in release 24C you must update the Access Certification Manager predefined job role and any custom job roles based on it, even if you began using the enhanced worksheet in an earlier release. See Required Security Update for Release 24C.

Each version of the worksheet includes a grid that displays records of user-role combinations. No matter which version you use:

  • For a standard certification, all records are available at the moment the certification is initiated. No records are added over the life of the certification.

  • For a continuous certification, the grid initially displays no records. Over time, it adds records of roles that are newly assigned to users after the certification becomes active.

  • Records enter the grid if they concern the assignment of roles to active users, not to inactive users. Once included in the certification, however, a record of a user-role combination remains even if the user's status subsequently changes from active to inactive.

No matter which version of the worksheet you use, here's how to open it:

  • If you're a certifier, locate the row for an active certification in the Access Certifications home page. In its Links cell, click Certifier Worksheet.

  • If you're an owner or a role manager, open your overview page from the Access Certifications home page. Then drill down to the worksheet for a certifier working under your direction.