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tutorial:adm:module_recertification [2019/08/08 11:43]
regulat created 		tutorial:adm:module_recertification [2023/06/21 10:23]
cabelkal
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 ====== Module - Recertification ====== ====== Module - Recertification ======
 +
 ===== What do you need before you start ===== ===== What do you need before you start =====
-  * You need install **CzechIdM 9.7.0** (and higher). 
-  * You need be logged in as **admin**. 
-  * You need enable **Recertification** module. 
  
-Two new agendas were created under **Roles** main menu: +  * You need to have **CzechIdM 9.7.0**  (or higher) installed. 
-  * **Recertification requests** - contains created recertification requests. +  * You need to be logged in as **admin**  (or an identity with superAdminRole). 
-  * **Recertification** - contains created recertification action. Contains requests grouped by recertification action executed by bulk actions.+  * You need to enable the **Recertification**  module. 
 + 
 +Two new agendas were created under **Roles**  main menu:
  
 +  * **Recertification requests**  - contains created recertification requests.
 +  * **Recertification**  - contains created recertification actions. It contains requests grouped by recertification action executed by bulk actions.
 ==== Dashboard ==== ==== Dashboard ====
  
-Dashboard with recertification requests was created - shows unresolved requests, which can be approved by logged user. Table of recertification request is the same as above - filter is only preseted by logged user and only unresolved requests are shown. Dashboard is hidden, when no requests are found.+Dashboard with recertification requests was created - it shows unresolved requests, which can be approved by a logged user with appropriate rights. The table of recertification request is the same as above - the default filter shows the currently logged user and only unresolved requests. The dashboard is hidden when no requests are found.
  
-{{ :devel:documentation:recertification-dashboard.png |}}+{{  :devel:documentation:recertification-dashboard.png  }}
  
 ==== Recertification requests ==== ==== Recertification requests ====
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 Request table: Request table:
  
-{{ :devel:documentation:recertification-requests.png |}}+{{  :devel:documentation:recertification-requests.png  }}
  
-On recertification request detail is tabs: +On the recertification request detail there are following tabs: 
-  * with items - contains basic information about request and items to approve.+ 
 +  * with items - contains basic information about the request and items to approve.
   * with approvers - shows current available approvers by recertification type (contract managers or role guarantee defined by user or role).   * with approvers - shows current available approvers by recertification type (contract managers or role guarantee defined by user or role).
-  * with role requests - when assigned role representing by recertification item is removed, when assigned role is removed by role request. You can se state of this request.+  * with role requests - when assigned role represented by a recertification item is removed, the assigned role is removed by role request. You can see the state of this request.
  
-{{ :undefined:recertification-request-detail.png |}}+{{  :undefined:recertification-request-detail.png  }}
  
 ==== Recertification actions ==== ==== Recertification actions ====
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 Contains requests grouped by recertification action executed by bulk actions. Contains requests grouped by recertification action executed by bulk actions.
  
-{{ :devel:documentation:recertification-actions.png |}}+{{  :devel:documentation:recertification-actions.png  }}
  
 ==== Identity and role detail ==== ==== Identity and role detail ====
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 Tab with recertified assigned roles was added to role and identity detail. Tab with recertified assigned roles was added to role and identity detail.
  
-{{ :devel:documentation:recertification-identity-tab.png |}}+{{  :devel:documentation:recertification-identity-tab.png  }}
  
-<note tip>''READ'' recertification items persmission is needed. Transitive authorization evaluators (by recertification request and action) were prepared, see security chapter.</note>+<note tip>''READ''  permission for recertification items is needed. Transitive authorization evaluators (by recertification request and action) were prepared, see the security chapter.</note>
  
 ==== Identity and role table ==== ==== Identity and role table ====
  
-Bulk action for start recertification action is available on identity and role table.+Bulk action for starting a recertification action is available on identity and role table.
  
-{{ :devel:documentation:recertification-bulk-action.png |}}+{{  :devel:documentation:recertification-bulk-action.png  }}
  
 Bulk action modal window Bulk action modal window
  
-{{ :devel:documentation:recertification-bulk-action-detail.png |}} +{{  :devel:documentation:recertification-bulk-action-detail.png  }}
- +
-<note tip>Recertification action name will be filled automatically by selected roles or identities (if more than 15 records is selected, thne name will be truncated to prevent long names).</note>+
  
 +<note tip>Recertification action name will be filled automatically by selected roles or identities (if more than 15 records is selected, the name will be truncated to prevent long names).</note>
  
 <note tip>Recertification due date is required and prefilled by [[#configuration|configuration]].</note> <note tip>Recertification due date is required and prefilled by [[#configuration|configuration]].</note>
 +
 +===== Notification before recertification ends =====
 +
 +Configurable notification is send before notification is about to end.
  
  
  • by cabelkal