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IDMWORKS Blog

Automatic Delegation for Certification using Core Compliance Portal


This is a custom solution that will auto-delegate a review once a Certification round is activated using the Core Compliance product. Reviewers do not need to manually login to the Certification portal each time a review cycle is initiated in order to assign a delegate for their review.

This solution caters to executive management who have a designated delegate who performs some of their routine tasks. Delegating helps the whole review process move along quickly without delays.

For compliance audit, there should be documentation and sign-offs of all the approved delegates for Managers or Reviewers who will be profiled for auto-delegation

Supported AAS version
This solution is tested and adapted for AAS 8.4

Solution Components
A reference table (Reference_Table_Certification_AutoDelegation)
Holding the names and employeeID of Reviewer and assigned delegate (Table will be manually managed by Compliance Administrator)

A custom stored procedure (Certification_AutoDelegation)
Will perform a lookup of the reference table above in order to create the auto-delegation setting

Standard stored procedure (sp_ActivateReviewCycle)
Will be modified to process the auto-delegation task by executing the stored procedure “Certification_AutoDelegation”  just before the “Commit Transaction” statement.

A custom function (GetProfileUIDByEmployeeNo)
Function retrieves the ProfileUID of both delegate and delegator using their employeeID.

Database Schema

 

Questions, comments or concerns? Feel free to reach out to us below, or email us at IDMWORKS to learn more about how you can protect your organization and customers.

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