Create or modify a template
Templates define the data to review, who is responsible for the review, and when the data needs to be reviewed (on a periodic or ad hoc basis). Often, organizations need to review the same data multiple times a year to ensure access is accurate. Templates make this process easier by providing saved templates.
You can run templates on an ad-hoc or scheduled basis.
Administrators manage (create, duplicate, edit, or delete) templates on the Templates tab and schedule each campaign to run at a specific interval (if desired).
View saved templates
To view saved templates, from the Identity Cloud admin UI, click Certification > Templates tab. The page displays all saved templates.
| Field | Description |
|---|---|
Name |
The name of the template. |
Next run date |
A date displays when the template is configured to run according to a schedule. If the template runs ad-hoc, then (None Scheduled) displays. |
Status |
A template can be in one of the following states:
The general sequence of states are Creating → Unused → Active. |
Create template
To create a template:
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Navigate to the Certification > Templates tab.
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Click + New Template.
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Select the template type.
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The currently available template type is an identity certification. With an identity certification, certify user accounts on some or all applications.
To continue setting up the identity certification campaign type, follow the preceding link.
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Modify a template
You can modify various template items:
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From the Identity Cloud admin UI, go to Certification > Template tab.
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Locate the template and click the ellipses (…) to perform various actions:
To view additional templates, click the caret icons at the bottom of the table. Field Description Duplicate
Duplicate the template details to create a new template, and edit/modify as needed. The characters (copy) are appended to the newly duplicated template.
View Details
This option displays if the template has been run at least once. It provides a read-only view into the configurations on the template. After you run a template, you can’t change the configuration settings.
Edit Template
This option displays if you create the template, but never run it to create a campaign. In this case, you can edit/modify the template configuration.
Run a template
You can run a template by:
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Creating a schedule when you define the template.
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Adding a schedule to the template after you define the template.
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Running the template on an ad-hoc basis.
To run a template:
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From the Identity Cloud admin UI, go to Certification > Template tab.
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Locate the template and click the ellipses (…) to perform various actions:
To view additional templates, click the caret icons at the bottom of the table. Action Field Run Now
This runs the template and starts a campaign. When selected, the active campaign displays in the Campaigns tab.
When you create a template, if you select Run on a schedule under the When to Certify section. The campaign runs on the set schedule and display on the Campaigns tab at the specified interval. Schedule Campaign
This option displays if you did not configure a schedule when creating the template. This creates a run schedule for the template.
Edit Schedule
This option displays if you did configure a schedule when creating the template, but you would like to modify the existing schedule.