Re-Attestation where PersonHead is attester

A short guide about how to do the preparations in the Manager.

• Step 1: Create a copy of the approval workflow "Attestation by system role manager with automatic removal of assignments" and name it (just a sample) "Attestation by employee manager with auto-remove". The longer name "Attestation by employee manager with automatic removal of assignments" can be put in as a translation for the shorter name "Attestation by employee manager with auto-remove".
• Step 2: in the copy - replace the approval procedure "RE - Manager of system roles to be attested" at the approval step "Role owner" with the approval procedure "CM - Recipient's manager".
• Step 3: Create a new approval policy "Attestation by employee manager with auto-remove" and assign the copied approval workflow.
• Step 4: Assign the new approval procedure to the "System role membership attestation" attestation procedure.

The next step can be done in Manager or the Web Portal.

• Step 5: You can now select the new approval procedure for your attestation policy (Assuming it is based on the attestation procedure mentioned in Step 4).

HTH

A short guide about how to do the preparations in the Manager.

• Step 1: Create a copy of the approval workflow "Attestation by system role manager with automatic removal of assignments" and name it (just a sample) "Attestation by employee manager with auto-remove". The longer name "Attestation by employee manager with automatic removal of assignments" can be put in as a translation for the shorter name "Attestation by employee manager with auto-remove".
• Step 2: in the copy - replace the approval procedure "RE - Manager of system roles to be attested" at the approval step "Role owner" with the approval procedure "CM - Recipient's manager".
• Step 3: Create a new approval policy "Attestation by employee manager with auto-remove" and assign the copied approval workflow.
• Step 4: Assign the new approval procedure to the "System role membership attestation" attestation procedure.

The next step can be done in Manager or the Web Portal.

• Step 5: You can now select the new approval procedure for your attestation policy (Assuming it is based on the attestation procedure mentioned in Step 4).

HTH

Thanks for your respons Markus!

We have some issues from Step 4. The problem is that we cannot assign the new approval procedure to the "System role membership attestation" attestation procedure. There is no option for assigning approval procedures to attestation procedures  - as we can find.

We can assign another approval policies to the "System role membership attestation" attestation procedure. But the approval policy that we created ( in Step 3.) cannot be selected?

What version are you using?

You can check that the table PersonHasEset is assigned to the approval procedure CM.

Version 8.1.2

Mhh.. In 8.1.2 you are missing the query for approver selection called "PersonHasEser" at the approval procedure CM. I think it is coming with 8.2.

I suggest to go with the custom approval procedure as mentioned here.

Attestation of PersonHasEset

I managed by creating a copy of the approval procedure CM. I assigned table "PersonHas Eset" to my copy. And that works.

Thanks :-)

I created a copy of the approval procedure CM. And assigned table "PersonHas Eset" to my copy. The mangers receive their attestation cases as expected. But when they click on the attestation cases they get a message saying something like " there are no attestation cases to approve".

When I assign the application role Auditor to the managers, they are able to see and respond to the attestation cases. But this role gives them a lot of Dashboard items in the portal, that they should not have. 

Any Idea of how this can be solved?