Using the Rule Recertification Field

Overview

The rule recertification field receives rules from the SecureTrack Rule Viewer and lets you manage the process of certifying or decertifying selected rules.

What Can I do Here?

  • Certify rules: Click to open the Certify Rules dialog and define the period of time for the next certification review.
  • Decertify rules: Click to open the Decertify Rules dialog and enter reasons for the decertification.
  • Select all: Click to select all the rules displayed in the rules table.
  • Remove selection: Removes the selected rules from the workflow step. At least one rule must remain in the table. If all rules are selected the Remove selection button is disabled.
  • Filter: Displays rules marked as certified, decertified, rules that do not have a status or all rules.
  • Update metadata: Click when you have completed all the recertification changes and are ready to populate the rule metadata fields in SecureTrack. This action is irreversible. However to change the metadata, you can either select the ticket and redo the step or create a new recertification ticket containing the same rules.

In the SecureTrack Rule Viewer, the following rule recertification metadata fields are populated after you click Update metadata:

  • Certification Status: The status of the rule (certify, decertify, or blank)
  • Certification Date: The date that the certification decision was implemented
  • Certification Expiration: The date the rule certification expires, after which, it must be reviewed and recertified

These columns do not appear in SecureChange.

Certify Rules

  1. From the rules table select the rules you want to certify and click Certify.

  2. In the Certify Rules dialog enter the person/group responsible for the business needs for the selected rules and the length of time before the certification will expire.
  3. Click OK, the certify icon appears in the rows of the selected rules.
  4. Click to open the Update Metadata dialog. Click Yes to implement the certification details. Note that once approved this information cannot be edited.
  5. A dialog box appears stating if the metadata was updated successfully or not. Click Close to return to the rule table and edit the rules, if required. Each rule will display an icon to show if the metadata was updated successfully or not.
  6. Click Save Draft when you have completed editing this step in the ticket and want to save the changes of your request.

The rule recertification changes made in SecureChange appear in the SecureTrack Rule Viewer.

Decertify Rules

  1. From the rules table select the rules you want to decertify and click Decertify.

  2. In the Decertify Rules dialog enter comments that specify a business justification why this rule is no longer required.
  3. Click OK, the decertify icon appears in the rows of the selected rules.
  4. Click to open the Update Metadata dialog. Click Yes to implement the certification details. Note that once approved this information cannot be edited.
  5. A dialog box appears stating if the metadata was updated successfully or not. Click Close to return to the rule table and edit the rules, if required. Each rule will display an icon to show if the metadata was updated successfully or not.
  6. Click Save Draft when you have completed editing this step in the ticket and want to save the changes of your request.

The rule recertification changes made in SecureChange appear in the SecureTrack Rule Viewer.