Maintaining exception approvers for company policies
Use this task to maintain exception approvers for the selected company policy. You can assign identities to the application role for exception approvers on the main data form and remove them from it.
NOTE: Changes apply to all the company policies assigned to this application role.
To authorize identities as exception approvers
-
In the Manager, select the Company Policies > Policies category.
-
Select the company policy in the result list.
-
Select the Maintain exception approvers task.
-
In the Add assignments pane, add identities.
TIP: In the Remove assignments pane, you can remove assigned identities.
To remove an assignment
- Save the changes.
Maintaining policy supervisors for company policies
Use this task to maintain policy supervisors for the selected company policy. You can assign identities to the application role for policy supervisors on the main data form and remove them from it.
NOTE: Changes apply to all the company policies assigned to this application role.
To authorize identities as policy supervisors
-
In the Manager, select the Company Policies > Policies category.
-
Select the company policy in the result list.
-
Select the Maintain supervisors task.
-
In the Add assignments pane, add identities.
TIP: In the Remove assignments pane, you can remove assigned identities.
To remove an assignment
- Save the changes.
Creating attestation cases
NOTE: This functionality is only available if the Attestation Module is installed.
If an attestation policy is assigned to a company policy, attestation cases are automatically created for policy violations. Attestation can also be started manually if required. The process creates attestation cases for all the policy violations of the selected company policy.
To start attestation of policy violations manually
-
In the Manager, select the Company Policies > Policies category.
-
Select the company policy in the result list.
-
Select the Create attestation processes now task.
Displaying the company policies overview
You can display the most important information about a company policy on the overview form.
To obtain an overview of a company policy
-
In the Manager, select the Company Policies > Policies category.
-
Select the company policy in the result list.
-
Select the Company policy overview task.