Creating Approval Process Template for Certification

Select and drag the Certification template from the Approval Process panel of the Workflow Designer to the Approval Process Template panel in the workflow area after the Start point.

Specify this information:

Insight: The name of the Insight for which the APT is created

Data Source: The data source used for creating the APT.

Select and drag a template from the Provision and Certification panel in the Workflow Designer to the Approval Process Template panel in the workflow area after the Certification template. Possible values:

User Review
Role Review

Specify this information:

Note: You can modify these settings only if the override option is selected on the Configurations > Access Management tile.

Deprovisioning options

Configure the options for revoking a rejected access for an object. Possible values:

No Action: No action required.
Create Provision to Revoke Access: A Provision is created to revoke the rejected access of an object. The Provision follows the workflow and necessary modification are made.
Update in Application via write back: Denied role assignments are revoked in IFS directly.
Notify Certification Administrator: Notifications for the denied role assignments are sent to the Certification Manager (CM) Administrator. You can select the CM Administrators to be notified.

Email Notification Settings: The users who must be notified by an email, when the status of a process is modified.
Note: You can modify the email notification settings only if the Override this option check box is selected in the Email Notification Settings section (Settings > Configurations > Access Management Insights) on the Configurations page.

Select and drag a stage from the Stage panel in the Workflow Designer to the Approval Process Template panel in the workflow area after the Provision template.

Click the Look up option in the Stage Name field to select and add an existing stage. You can add a maximum of five stages.