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Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Undoing approvals

If you have made an approval decision about a request, you can undo the approval. To do this, the following prerequisites must be met:

  • You made the last approval decision about the request.

  • The last approval decision about the request was made at another approval level.

  • There are no parallel approval steps at the current approval level.

To undo an approval

  1. In the menu bar, click Requests > Request History.

  2. (Optional) To control which requests are displayed on the Request History page, click (Filter) (see Filtering). For example, this allows you to show just pending requests (no approval decision yet made).

  3. In the list, click Details next to the request whose the approval that you want to undo.

  4. In the View Request Details pane, click Undo approval decision.

  5. In the Undo Approval Decision dialog, perform the following actions:

    1. In the Reason for your decision, enter why you want to undo the approval.

    2. Click Save.

Related topics

Attestation

You can use attestation to test the balance between security and compliance within your company. Managers or others responsible for compliance can use attestation functionality to certify correctness of permissions, requests, or exception approvals either scheduled or on demand. Recertification is the term generally used to describe regular certification of permissions. The same workflow is used for attestation and recertification.

There are attestation policies defined for carrying out attestations. Attestation policies specify which objects are attested when, how often, and by whom. Once attestation starts, attestation cases are created that contain all the necessary information about the attestation objects and the attestor. The attestor checks the attestation objects. They verify the correctness of the data and initiate any changes that need to be made if the data conflicts with internal rules.

Attestation cases record the entire attestation sequence. Each attestation step in an attestation case can be audit-proof reconstructed. Attestations are run regularly using scheduled tasks. You can also trigger single attestations manually.

Attestation is complete when the attestation case has been granted or denied approval. You specify how to deal with granted or denied attestations on a company basis.

Detailed information about this topic

Sending attestation reminders

If attestors have not yet processed an attestation case, you can send a reminder email to them to remind them about approving it.

Sending reminders about attestation runs

If attestors have not yet processed an attestation case, you can send a reminder email to them to remind them about approving it.

To send a reminder to all attestors of all attestation runs

  1. In the menu bar, click Attestation > Attestation runs.

  2. On the Attestation Policy Runs page, click Send reminders for displayed runs.

  3. (Optional) In the Send Reminder pane, in the Message field, enter the message for the attestor. This message is added to the reminder.

  4. Click Send reminder.

To send a reminder to attestors of a selected attestation run

  1. In the menu bar, click Attestation > Attestation runs.

  2. On the Attestation Policy Runs page, click Details next to the attestation run that has the attestors you want to remind.

  3. Perform one of the following actions:

    • To send a reminder to all attestors of the attestation run, in the View Attestation Run Details pane, click Send reminder to all attestors.

    • To send a reminder to specific attestors of the attestation run, in the View Attestation Run Details pane, click the Attestors tab, select the check boxes in front of the corresponding attestors and click Send reminder.

  4. (Optional) In the Send Reminder pane, in the Message field, enter the message for the attestor. This message is added to the reminder.

  5. Click Send reminder.

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