M972 - Attestation Campaign Lifecycle

3-Day Course

Course History and Future Events

• São Paulo, Brazil - 21-23 January 2026 - M972 - Attestation Campaign Lifecycle
• London, U.K. - 10-12 December 2025 - M972 - Attestation Campaign Lifecycle
• Dallas, TX, U.S. - 22-24 October 2025 - M972 - Attestation Campaign Lifecycle
• Dublin, I.E. - 24-26 September 2025 - M972 - Attestation Campaign Lifecycle

Description

This course is designed for professionals responsible for gathering Access Panel requirements, designing processes, and planning successful project implementations, with a focus on single- or multi-system projects involving compliance, user access, and system integration.

Prerequisites

1. Must have attended A971 - Access Panel Prerequisite Knowledge or M970 - Access Panel and Service Panel Developer.
2. Own a subscription to the Knowledge Package for Developers or the Knowledge Package for Administrators.

Who Should Attend

• Internal IT staff overseeing single- or multi-system projects
• Professionals involved in compliance and user access management
• Professionals involved in system integration

What You Will Learn

• Scope and plan single- and multi-system Access Panel projects with compliance and licensing considerations
• Manage stakeholders and design detailed request policies with escalations and controls
• Oversee campaign lifecycles, including batch responses, delegation, and versioning
• Conduct thorough testing covering functionality, communications, and audit readiness
• Generate advanced reports to monitor campaign progress and data integrity

Session 1 - Project Planning

• Project Scoping
  • Single vs. Multi-System Projects
  • Project Timelines
  • Connector Licensing
• Identifying and Working with Stakeholders
  • Application Owners
  • Application Users and Line Managers
  • Compliance Teams and Auditors (Internal and External)
• Identifying Priority Applications
  • ERP
  • Financial Systems
  • Privileged IT Management
  • Apps handling business critical processes
  • Apps handling confidential data
• Planning Campaign Scope and Frequency
  • Compliance Requirements
  • User Fatigue
  • Use of additional signals (Job changes, Account status changes, Past decisions)
  • Change triggered attestation (vNext)
• System Replacement
  • Identifying connectivity replacement
  • Scoping like-for-like vs enhancement
  • History reporting/migration
• Testing

Session 2 - Request Policy Design

• Request Policies
  • Timing, Escalation, Reminders
  • Time zone alignment
  • Recipient Chains
  • Controls (batch, self-escalate, multi-reponse, justification forms)
• Messaging
  • Aggregation
  • Multi-request templates
  • Communications channels (vNext)
  • Notification events (send, escalate, remind...)
• Activity Policies
• Request UI Customization
• Lab 5: Request policies and approval workflows
• Lab 6: Attestation campaign
• Lab 7: Message templates

Session 3 - Campaign and Request Lifecycle

• Steps of Campaign Lifecycle
• Steps of Request Lifecycle
• Request actions (pause, reset, etc.)
• Overrides and Delegation
• Batch response
• Multi-request assertions (chained recipients)
• Lab 8: Request configuration and testing

Session 4 - Campaign Design

• Campaign Types
  • Survey Campaigns
  • Entitlement Campaigns
  • Ongoing Campaigns (vNext)
• Campaign Scoping
  • Application, Resource, and Rule scoping
  • Date and Job filters (vNext)
  • Campaign Ownership
  • Communications controls
• Campaign Lifecycle
  • One-off vs recurring vs ongoing
  • Campaign timing lifecycle
  • Pausing and delay start
• Campaign Promotion and Version Management
  • Upload/download
  • Settings history
  • Resetting a campaign
  • Campaign Deletion (if permitted)

Session 5 - Testing

• Automated functionality testing
• Communications testing
• Scope testing
• Audit and reporting testing
• Pilot campaigns
• Initial campaigns

Session 6 - Reporting

• Campaign Progress Summary
• Campaign Request Details
• Expiring Requests
• Request Data Integrity
• Previewing Requests
• Recipient Reporting
• Messaging History
• Request Redundancy
• Scheduled Report Delivery
• Lab 10: Reports