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Understanding the access review dashboard

Roles and permissions

The following roles can view the dashboard:

  • Administrators

  • Compliance managers

  • Users

Each access review you add to your organization has an overview or dashboard. The dashboard is available to Administrators and anyone who is a member of the access review. The facepile in the top right corner indicates who is a current member of this access review and allows you to add new members.

On the dashboard, several panels provide high-level information about the contents and the percentage of completion for the access review. Use the dashboard for complete visibility into the progress of an access review from setup to completion. Track progress on each stage of the process, each person doing access reviews, and each application being reviewed.

Additional tabs across the top of the dashboard allow you to manage your access review.

Viewing the access review dashboard

  1. From the left menu, select Access reviews.

  2. Select the access review you want to view.

    Hyperproof opens the dashboard.

ar-single-review-dashboard.png

Field

Definition

Access review title

User-configured title for the access review. The name can be edited at any time on the Details tab.

Access review status

Statuses include:

  • In setup - During setup, you add your company directory and the application user lists to be reviewed to your access review. An access review is in the Setup status until the Launch review button is clicked or the status is set to In progress on the Details tab.

  • X% Complete - Indicates that the review is in progress and shows the percent complete based on the total number of user records to be reviewed versus the number of completed reviews.

  • Completed - Indicates that all user records have been reviewed and the required updates to access are complete. To mark the access review as Completed, go to the Review tab and click the Complete review button.

See Setting access review status.

Facepile

These user icons indicate who is a member of this access review. The key icon indicates the owner.

Additional access review tabs

Details

Edit your access review name, description, status, due dates, task delivery methods, and linked objects, such as controls and labels.

Setup

Add one or more directories of people in your company or organization and one or more application user lists to be reviewed.

Review

View a card for each application user list included in the access review. Cards are grouped by Applications to review and Completed applications. Each card includes the following information.

  • Number of records left to review.

  • People doing the review.

  • Number of pending updates to user access.

  • People doing the updates.

Depending on the current status of the access review, the following options are available in the banner:

  • Launch review button - Available when setup is complete. Setup is complete when one or more application user lists have been imported. Importing a directory is optional but also part of the Setup.

  • Complete review button - Available when all reviews are completed and the people doing access updates have attested that the updates to user access have been completed.

Proof

Add or remove proof for this access review. See Adding or removing proof for an access review and Generating proof for an access review.

Tasks

Manage tasks for the selected access review. See Access review tasks.

More options (...)

From the More options menu, you can access the following options:

Archive access review - Archive a review you no longer need. It is removed from view but can be restored if necessary.

Dashboard panels

Summary

Contains the completion totals and percentage for the selected access review, including:

  • People - Number of people in the people directory or directories imported on the Setup tab.

  • Applications - Number of application user lists being reviewed.

  • Access reviews - Number of individual user access records being reviewed.

  • Access updates - Number of individual user access records that have been updated.

    Note

    A user access record is considered updated when the person responsible for updating that record attests in Hyperproof that the update has been done in the corresponding application.

Access reviews by status

Displays the number of records being reviewed sorted by review status:

  • Complete - Number of user access records reviewed. This includes both those that didn't require changes and those where the requested change has been completed.

  • Pending update - Number of user access records that have been reviewed and are waiting for the change request to be completed.

  • Not started - Number of user access records that haven't been reviewed yet.

By application

Displays the number of user access records to be reviewed for each application. In the colored bar for each application, hover over each color segment to see the number of user access records by review status. The percentage complete is shown at the end of the bar.

By assignee

Displays the number of user access records to be reviewed for each person reviewing records. The percentage complete is shown at the end of the colored bar.

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