Auditing (page description)
To open the Auditing page go to Attestation > Auditing.
On the Auditing page, you can display all the attestation cases in the system.
The following tables give you an overview of the various features and content on the Auditing page.
Table 214: Controls
|
Attestors |
Click Assign and select the identity whose attestation cases you want to display. |
|
Attestation state |
The check boxes allow you to control which approvals are displayed:
-
Approved: Select this check box to display attestation cases that have been granted approval.
-
Pending: Select this check box to display attestation cases that have not yet been approved.
-
Not approved: Select this check box to display attestation cases that have been denied. |
|
View approvers for pending cases |
Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of pending auditing attestation cases) and send them reminder mails. |
Table 215: Controls in the attestation case's details pane
|
Actions > Go to attested object |
Use this action to switch to an overview of the object to be attested. |
|
Actions > Send a reminder mail |
Use this action to display all identities that can make approval decisions about the attestation case (see Displaying attestors of pending auditing attestation cases). send them reminder mails. |
|
 Viewing details
|
Use this button to show the details of the entire request used to request this product. |
|
Report |
Use this button to generate a report about the object to attest. |
Table 216: Columns
|
Display name |
Shows you the name of the object included in the attestation case. |
|
Attestation policy |
Shows you the name of the attestation policy in use. |
|
State |
Shows you the current status of the attestation case.
The following status' are possible:
-
Approved: The attestation case was approved.
-
Pending: The attestation case is not closed yet and must still be approved.
-
Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval. |
|
New |
Shows you whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before. |
|
Due date |
Shows you by when the attestation case must be completed. |
|
Risk index |
Shows you the attestation case's risk index. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.
-
Information: Displays general information about the attestations case.
-
Workflow: Shows the chronological lifecycle of the attestation case.
-
Attestation policy: Shows further information about the attestation policy used.
-
History: Shows the object's attestation history.
Governance administration (page description)
Open Governance Administration page go to Attestation > Governance Administration.
Attestations start with attestation policies. You use these policies to specify which objects are designated for attestation and when and how often they are run.
Managers or others responsible for compliance can use attestation policies to run the following tasks.
-
Authorize access
-
Setting up permissions
On the Governance Administration page you can perform various actions to do with attestation policies and attestation runs.
To do this, click on one of the tiles:
Table 217: Tiles
|
 Attestation runs
|
You select the following actions:
|
|
 Attestation policy settings
|
You select the following actions:
-
Displaying attestation policies
-
Setting up attestation policies
-
Copying attestation policies
-
Editing attestation policies
-
Deleting attestation policies |
Attestation runs (page description)
To open the Attestation runs page go to Attestation > Governance Administration > Attestation runs.
On the Attestation Runs page, you can:
The following tables give you an overview of the different functions and content on the Attestation runs page.
Table 218: Controls
|
Min Category |
You can use the options to select the attestation runs you want to display:
- Good: Displays attestation runs that are rated as good.
- Mediocre: Displays attestation runs that are rated as mediocre.
- Bad: Displays attestation runs that are rated as bad.
|
|
Reminder attestors of all visible runs |
Use this button to send reminder emails to all identities that still have attestation cases to approve in the attestation runs displayed. |
Table 219: Controls in the attestation policy's details pane
|
Extending an attestation run |
Use this button to renew the attestation run. |
|
Send reminder |
Use this button to send reminder emails to all identities that still have attestation cases to approve in the selected attestation runs. |
|
Attestors > Send reminder |
Use this button to send reminder emails to individual identities that still have attestation cases to approve in the selected attestation runs. |
Table 220: Columns
|
Attestation policy |
Shows the name of the attestation policy used in the attestation run. |
|
Run started |
Show when the attestation run started. |
|
Due date |
Shows when the attestation case must be completed. |
|
Progress so far |
Show the progress of completed attestation cases in this attestation run. The color of the bar refers to the percentage of the attestation run's progress.
|
TIP: You can show less data by using the column filters. For more information, see Filtering.
TIP: On the following tabs, you can show other useful information about each attestation run in the pane. To do this, click the appropriate instance in the list.
-
Details: Shows general information about attestation runs, details of associated attestation cases and an attestation prediction.
-
Attestors: Show the attestors for the selected attestation runs along with the number of pending and closed attestation cases. You can select attestors and send a reminder email.
Managing attestation policy (page description)
To open the Attestation Policy Settings page go to Attestation > Governance Administration > Attestation Policy Settings.
On the Attestation Policy Settings page, you can:
-
Display attestation policies
-
Set up attestation policies
-
Copy attestation policies
-
Edit attestation policies
-
Delete attestation policies
The following tables give you an overview of the various features and content on the Attestation Policy Settings page.
Table 221: Controls
|
 Edit
|
Opens the Edit attestation policy page (see Editing attestation policies (page description)).
Use this button to edit the attestation policy. For example, you can:
-
Set up a schedule after the attestation case is generated
-
Disable the attestation policy
-
Select an identity to be responsible for granting or denying approval of attestation cases
-
Enable or disable automatic closing of obsolete attestation cases by the system
-
Create/edit condition for ascertaining which objects to attest |
|
 Copy
|
Use this button to copy the attestation policy. |
|
 Delete
|
Use this button to delete the attestation policy. |
|
Show disabled policies |
Use this button to display disabled attestation policies. For example, you can display a disabled attestation policy to edit and re-enable it. |
|
New attestation policy |
Use this button to create a new attestation policy. This opens the Create New Attestation Policy page. |
Table 222: Columns
|
Attestation policy |
Shows you the name of the attestation policy. |
|
Attestation procedure |
Shows you the name of the attestation procedure used by the attestation policy. |
|
Compliance frameworks |
Shows you the name of the compliance frameworks used by the attestation policy.
Compliance frameworks are used for classifying attestation policies, compliance rules, and company policies according to regulatory requirements. This could be internal requirements or auditing requirements. |
|
Calculation schedule |
Shows you how often an attestation run is started with this attestation policy. Each attestation run creates a new attestation case respectively. |
|
Owner |
Shows you the name of the identity that created the attestation policy. |
|
Actions |
Using the buttons (see the previous table) you can edit, copy, or delete the attestation policy. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
