Re-assign self certification back to manager

[ManparTDC (Manoj Parashar)]

Which IIQ version are you inquiring about?

Using IIQ 8.3

Please share any images or screenshots, if relevant.

Pic1 - Manager with forwarding user setup

Pic2 - Users reporting to manager

Pic3 - manager certification

Pic4 - Both access reviews assigned to forwarding user

Please share any other relevant files that may be required (for example, logs).

Rule written to re-assign certifications back to manager
Rule-ForwardCertification.xml (3.2 KB)

Share all details about your problem, including any error messages you may have received.

We are working with a manager certification scenario where the manager(Kevin Mourgos) has setup a reportee(Donald OConnell) as forwarding user. As per OOTB functionality, the forwarding user does not have access to manually re-assign certifications back to the manager/certification owner. We are trying to schedule a run rule task which can automatically take care of this situation. Through the rule, I have tried setting the manager as the owner of the certification and workitem but it does not seem to be working. Please let me know what I am missing and assitance with the code is greatly appreciated.

Thanks in advance,
Manoj

[enistri_devo (Emanuele Nistri)]

Hi @ManparTDC,

try to add/change the certifiers of certication object

[ashutosh08 (Ashutosh Singh)]

Hi @ManparTDC,

Have you tried using “Self-certification work item forwarding rule” present in global configuration?

If you need further input, then let us know.

Thanks

[ManparTDC (Manoj Parashar)]

Hi @ashutosh08,
Using the “Self-Certification work item forwarding rule” re-assigns all certification items back to the manager, I am trying to assign only the self certification items. Please advise.

Thanks

[ManparTDC (Manoj Parashar)]

Hi @enistri_devo ,
Thank you for your suggestion. Unfortunately, setting a different certifier to the certification object is redirecting the entire certification to the new owner. I am trying to set the new owner only to the certification entity where the delegate is the target and allow the delegate to action on certification items for other users who report to the manager.

Thanks

[ashutosh08 (Ashutosh Singh)]

Hi @ManparTDC,

Is it possible for you to share you rule by removing sensitive information?

Thanks

[ManparTDC (Manoj Parashar)]

Hi @ashutosh08 ,

The attached file(Rule-ForwardCertification.xml) does not have any sensitive information.