Define a confirmation process scheduler

You can define confirmation process schedulers on factsheets of objects and models (ARIS items). For detailed information, refer to What is a confirmation process.

Alternatively, you can automatically generate activated confirmation schedulers.

Prerequisite

Procedure

  1. Open the Confirmations fact sheet of the relevant object or model.

  2. Click Create confirmation schedule Create confirmation process scheduler. The dialog opens.

  3. Under Overview, you can change the suggested name and optionally enter a description.

  4. Change the suggested start date, if required.

  5. Specify the number of days for the addressees to accept the confirmation.

  6. If you want to generate confirmations only once, keep the frequency default One-off. In the case of a recurring event, specify the frequency and the recurrence end date.

  7. Assign addressees. To do so, select the relevant users or user groups from the Suggested items list, then click Add.

    It is recommended to use groups instead of users, because the maximum number of items that can be assigned is 100 by default.

    If the Suggested items list contains many items, so that you cannot see the relevant items, start entering the name of the relevant user or user group into the search box above the box of suggested items. The search results are displayed during your input. Continue entering characters until the relevant users or user groups are displayed. Then, enable the check box of the relevant items and click Add. The selected users/user groups are displayed under Assigned items. Repeat this until all addressees are assigned. To remove users or user groups from the Assigned items box, enable the check boxes of the relevant items in this box, and click Left arrow Remove.

  8. If you want to change the confirmation text, the button label, or add a document, click Content. The default values of the confirmation content are specified in ARIS Risk and Compliance (ARIS Risk and Compliance Administration Administration > System management > Basic setting > Confirmation Management). For detailed information, refer to the online help of ARIS Risk and Compliance, chapter Change default content.

    1. Change the default confirmation text, if required.

    2. If the content that the addressees must confirm is provided on a website, add a link.

    3. Change the default button label, if required.

    4. Optionally, assign documents from ARIS document storage (Create assignment) that provide the addressees with detailed information. If the relevant documents are not yet available in ARIS document storage, upload them first (Upload Upload new document).

  9. Click Save and Close. Your changes are saved.

  10. You are prompted to decide whether or not you want to activate the confirmation process scheduler.

    Click Yes to activate it now. The confirmations are then generated on the specified start date.

    Click No to activate the scheduler later.

The confirmation process scheduler is specified. You can change it at any time. After the confirmation process scheduler is activated and the start date has been reached, the confirmation process and the confirmations are automatically generated. The users responsible are notified automatically by e-mail.

You can still edit the confirmation process scheduler, assign/remove addressees, or extend the due date.