Portal User Guide › Running Certification Campaigns › Certification and Approval Stages of a Campaign › How CA RCM Assigns Certifiers

How CA RCM Assigns Certifiers

CA RCM analyzes entity attributes to locate a manager or resource owner for each entity or link under review.

In entity certification campaigns, CA RCM can assign reviewers in the following ways:

• Search the RACI configuration of the universe for a user who is Accountable or Responsible for the entity.

  Note: In user certification campaigns, CA RCM first queries the Configuration user manager field defined in the target universe to identify the manager of each user.

• Search a predefined member list in the server for a user related to the entity.
• Assign the task to a default reviewer defined for the campaign.
• Let users approve their own links. This option is only relevant to self attestation campaigns.

In recertification and differential campaigns, CA RCM can assign reviewers in the following ways:

• Search a predefined member list in the server for a user related to the entity.
• Use the same reviewer as the previous campaign.
• Assign the task to the manager of the previous reviewer, based on the Configuration user manager field specified for the target universe.
• Assign the task to a default reviewer defined for the campaign.

When you create a campaign you can define which of these techniques CA RCM uses to locate a certifier, and in what order they are used.

Example: Assign a Certifier

You can specify the following sequence to find certifiers for a campaign:

1. CA RCM first consults a member list. If a reviewer is found in the member list, the process stops.
2. If no reviewer is found in the member list, CA RCM then consults the RACI configuration. If a reviewer is found, the process stops.
3. If no reviewer is found in the RACI configuration, the certification task is assigned to a default reviewer.