Administration Guide › Certifications › Save Certification Decisions to an Audit Card

Save Certification Decisions to an Audit Card

You can save the decisions that reviewers make in a certification to a data file. This data can form the basis for additional certifications, analytical processes, or manual resolution in endpoint systems.

The data file is a variation of the standard Audit Card format. This Audit Card records the results of the initial certification review. All certification decisions are saved, even if resource owners or managers did not allow the requested changes.

Follow these steps:

1. In the Portal, go to Administration, Workflow Settings.
2. Click Export Certification Progress to Audit Card.

   Note: To export from a campaign that was created in release 3.2, click Export v3.2 Certification to Audit Card.

   The Export Certification Progress to Audit Card screen appears.

3. Select an active certification, and enter the name of the Audit Card that contains saved data.

   Note: If you specify an existing Audit Card, its data is overwritten.

4. Click Export.

   An Audit Card is created with a record of the decisions from the certification that you specified.