For convenience, your system’s formal permission Reviews can be accessed from three locations:
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View a Scheduled Permissions Review from Activ’s Home Page
All scheduled permissions Reviews that are assigned to you are listed on your Home Page Dashboard, allowing you to quickly identify your upcoming reviews upon signing into your Activ system. To do so, click on one of the corresponding numbers for the User Permission Reviews item within the Dashboard’s Action Tracker.
This will filter your To Do List so that it only displays permissions Reviews. Each review will be recorded on its own line within the register alongside its due date, enabling you to plan your workload quickly and easily. In addition, you can shortcut directly to the corresponding user’s record from this page by clicking on the Review’s Due Date or on the user’s name within the Summary column.
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View a Scheduled Permissions Review from your Notifications Email
If you have the appropriate settings configured within My Details – Notifications, Activ will include your upcoming user permissions Reviews within your regular notifications, helping you to track your workload. These notifications include the key details of each review, and can be used to shortcut to the user’s record by clicking on each record’s Due Date.
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View a Scheduled Permissions Review from the Permissions Review Page
Activ’s Permissions Review tab provides a full list of all upcoming (and incomplete) permissions Reviews that have been scheduled against the users within your system, along with key details about each Review. It includes both Employees and Third Party users, and is available to any user who has ‘Admin’ permissions to the System Administration: Administrator permission area.
To view a Review from this area, open the System Administration area on its main Login Permissions tab, and then click on the Permissions Reviews button in the banner along the top of the tab.
Activ will open on a register displaying all open permissions Reviews that are currently assigned to you.
By default, permissions Reviews are displayed chronologically by their Scheduled Date, but you can also sort them by Last Review Date or the Name of the user by clicking on the appropriate column headings.
In addition, you can narrow the results shown within the register, or view the Reviews that are assigned to other System Administrators, using the search options at the top of the screen.
To open a scheduled review, click on the Name of the user the Review is for. This will shortcut you to the user’s record, from which you can edit or complete the Review.
