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Identity Manager 8.0 - Web Portal User Guide

Getting Started Request Attestations Compliance Ownerships
My Responsibilities Delegation Ownerships Auditing Governance Administration
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Attestation Policy Settings

If you are responsible for attestation policies, you can work with the Attestation Policies menu. The following functionality can be edited in attestation policies.

  • Setting up a schedule after the attestation case is generated.
  • Select an employee to be responsible for granting or denying approval of attestation cases.
  • Enable/disable the setting used by the system to automatically close redundant attestation cases.

Apart from editing attestation policies, you can also create conditions and edit them. This function makes it possible for you to view all objects adhering to a certain condition.

You cannot edit all the properties in existing policies. This depends on your access permissions. All attestation policies with the following information are displayed in various view under the Attestation Policies menu.

Table 36: The "Attestation Policies" View
Column Description
Attestation policy Name of the attestation policy.
Attestation procedure Name of the attestation procedure.
Compliance framework Compliance frameworks are used for classifying attestation policies, compliance rules and company policies according to regulatory requirements.
Calculation schedule Schedule used to generate new attestation cases.
Owner Employee that created the attestation policy.
Actions Several actions are available in this column. For example, you can edit, copy or delete.

NOTE: The option Show disabled policies must be set to view this policies.

Detailed information about this topic

Viewing Attestation Policies

NOTE: If a Compliance & Security Officer or an attestation manager has assigned ownership of an attestation policy to you, you can view your policy in the Attestation Policy Settings menu.

To view your own attestation policies

  1. Open the menu Attestation Policy Settings.

    NOTE: Of the attestation policies you want to view, you are only shown those with attestation runs. If there are no attestation runs, the attestation policies are not listed.

  2. Mark your attestation policy.

    More information about the policy is displayed in the detailed content view. For more information, see Attestation Policy Settings.

    NOTE: If you have no other permissions, you can only view your attestation policies. You cannot edit them.

Adding Attestation Policies

You can add new attestation policies in the menu Attestation Policies.

NOTE: This function is not available on mobile devices.

To create a new attestation policy

  1. Open the menu Attestation Policy Settings.
  2. Click New attestation policy and enter the following attestation policy data.

    NOTE: The attestation procedure you select when you create a new attestation policy is important. The selected attestation procedure determines, amongst other things, the available options when conditions are added. The available options are modified to match the attestation procedure.
    Table 37: General Master Data for Attestation Policies
    Property Description
    Attestation policy

    Text box for entering a unique name for the attestation policy.

    Attestation procedure

    Selecting the appropriate attestation procedure using Assign.

    Approval policies

    Selection of the appropriate approval policies using Assign.

    Calculation schedule

    Selection of the appropriate calculation schedules using Assign.

    Time required (days)

    Select of the number of days which specifies the deadline for making an attestation procedure approval decision.

    Compliance Frameworks

    Assignment of an attestation policy to a compliance framework using Assign.

    Disabled

    If this option is set, the new attestation is disabled.

    This option is not set by default.

    Close obsolete tasks automatically

    If this option is set, obsolete cases are automatically closed.

    This option is set by default.

    Description

    Text box for entering additional information and conditions for the attestation policy.

  3. Click Create.

Editing Attestation Policies

You can edit attestation policies in the Attestation Policy Settings menu. If you enable the option Include deactivated policies, you can also edit these policies.

To edit an attestation policy

  1. Open the menu Attestation Policy Settings.
  2. Mark the desired attestation policy and click in the Actions column.

    NOTE: The system contains default attestation policies. These policies can only be edited to a limited degree. Only Approval policies, Calculation schedule, Time required and the option Close obsolete tasks automatically could be edited until now. If you want to make changes to a default attestation policy, create a copy and edit the copy.

    NOTE: If the option Close obsolete tasks automatically is set, you cannot hide processed attestation cases which are beyond the deadline.

  3. Edit the policy as required in the Master Data view.

    For more information, see Adding Attestation Policies. You can also add new conditions, change or delete existing ones. You permissions determined which data you may edit. For more information, see Adding Conditions.

  4. Click Save.
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