Identity Manager 8.0 - Web Portal User Guide

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.

Detailed information about this topic

• Viewing Attestation Policies
• Adding Attestation Policies
• Editing Attestation Policies
• Modifying Attestation Procedures
• Copying Attestation Policies
• Deleting Attestation Policies
• Adding Conditions
• Editing Conditions
• Deleting Conditions
• Objects affected by a Condition
• Updating Object Selection

Viewing Attestation Policies

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.

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.