Adding attestations to your policies will make it easy for users to attest to policies and re-attest regularly. Users who are assigned a policy with an attestation will have a deadline date and therefore be included in any mandatory notification emails sent to the user and any reminders to complete or escalation emails.
You will need access to the Management Console and the domain where the policy is located. Go to Policy Management. Using the search options, locate and select the policy to assign to selected users with an attestation.
Under the Attestation tab, you will need to complete the following fields and then select Add attestation or update attestation:
|Initial release date||This is the date the policy is released or rolled out and will default to the date you uploaded the policy. You can pick a date in the future or past; however, picking a date in the future will not delay your release to your chosen audience. The date entered will work as a reference for who should be considered a new joiner (those with a start date after the initial release date) and those who get the initial deadline period (those with a start date before the initial release date). To make the policy visible to users, you will need to select an audience (see below)|
|Initial deadline period||The deadline given to all current users needing to attest to the policy|
|New joiner deadline period||The deadline given to any new joiner needing to attest to the policy|
Using the drop select you can select the period for reattesttion (in Months/Years and whether users are required to reattest X number of Months/Years [after previous deadline] or when the users last attested to the policy [after previous completion].
|Re-attestation deadline period||
If you have selected a re-attestation date, you can now set a different deadline for all current users
Select the audience group who are required to attest to the policy by selecting the relevant items from the Non-Selected Items and click on Add to Selected items button which will move the relevant audience group to the Selected Items area. Click on update or Add attestation and
Policies can have more than one audience group who may need to attest to a policy.
You will notice that there is an ability to customise the attestation question; if you would like to make changes to the attestation question - please get in touch with your Customer Success Manager(CSM): firstname.lastname@example.org