#All Recertification Reports

All Recertification Reports centralize all of the recertification tasks assigned to any users, providing you with one interface to process all recertification tasks.

To access All Recertification Reports, click All Recertification Reports in the Monitoring Reports group within Settings. To exit out of All Recertification Reports, click Back.

At the top of the All Recertification Reports interface, a message appears to remind you that AvePoint Cloud Governance will keep one year of historical information for the tasks. If you want to store the tasks older than one year, click the select an export location link in the message to store the tasks in an export location. When the tasks older than one year have been successfully archived to the export location, a notification email will be sent to your Tenant Owner.

#Permission Recertification Tasks

When a recertification profile with permission recertification enabled is selected in a site collection policy and the site collection policy is applied to an AvePoint Cloud Governance managed site collection, a permission recertification task will be generated for the site collection. This task contains the searched permissions of users and groups for this site collection. Approvers can then modify the permissions in AvePoint Cloud Governance and the permission changes will be updated to SharePoint Online.

When a recertification profile with permission recertification enabled is selected in a group/team policy and the group/team policy is applied to an AvePoint Cloud Governance managed Microsoft 365 Group/Microsoft Team, a permission recertification task will be generated for the group/team. This task contains the searched user permissions and SharePoint group permissions to the corresponding group team site. Approvers can then modify the permissions in AvePoint Cloud Governance and permission changes will be updated to Microsoft 365.

You can perform the following actions on the permission recertification task:

• View Task – Click a request summary to see detailed information. On the task details page, you have the following options:

  • Filter Records – Select User Based or Object Based from the drop-down list in the top left-hand corner. By default, All Results is selected.

  • Back – Click Back on the ribbon to return to the All Recertification Reports page.

  • Submit – Click Submit on the ribbon to submit the changes and apply all of your configurations to SharePoint Online or Microsoft 365.

  • Reassign – Click Reassign on the ribbon to reassign the permission recertification task to another user.

  • Reject – Click Reject on the ribbon to finish the permission recertification task without making any changes.

  • Reset – Click Reset on the ribbon to select Reset My Changes or Reset All Changes.

    • Reset My Changes – Your changes on the task will be cleared.

    • Reset All Changes – All users’ changes on the task will be cleared.

  • Export Report (for site collection permission recertification tasks only) – Click Export Report on the ribbon to export the permission recertification report. In the Export Report window, choose to export the report to local machine or export the report to an export location, and select a report format (CSV or XLSX). Click Export to Datasheet to export the report.

  • View History – Click View History to view the previous versions of the task.

  • Delete User – Select a user and click Delete User. A pop-up window appears which asks you to confirm your deletion. Click OK to delete the selected user, or click Cancel to not make any changes.

  • Edit User Permissions – Select a user and click Edit User Permissions on the ribbon. In the Edit Permissions interface, modify the permission levels in the Permissions section. Then, click Save on the ribbon to save your changes and go back to the View Details page. The edited record is highlighted.

  • Remove User Permissions – Select a user and click Remove User Permissions. A pop-up window appears which asks you to confirm your operation. Click OK to remove the user’s permissions, or click Cancel to not make any changes.

  • Edit Group Permissions (for site collection permission recertification tasks only) – Select a group and click Edit Group Permissions on the ribbon. In the Edit Permissions interface, modify the permission levels in the Permissions section. Then, click Save to save your changes and go back to the View Details page. The edited record is highlighted.

  • Remove Group Permissions (for site collection permission recertification tasks only) – Select a group and click Remove Group Permissions. A pop-up window appears which asks you to confirm your operation. Click OK to remove the group’s permissions and go back to the View Details page.

  • Delete User – Click the display name of a group and you are brought to a new window. Select one or more group users and click Delete User on the ribbon. A pop-up window appears which asks you to confirm your deletion. Click OK to delete the selected users, or click Cancel to not make any changes.

  • Remove User From Group – Click the display name of a group and you are brought to a new window. Select one or more group users and click Remove User From Group on the ribbon. A pop-up window appears which asks you to confirm your operation. Click OK to remove the selected users from the group, or click Cancel to not make any changes.

  • Change Group – Click the display name of a group and you are brought to a new window. Select one or more group users and click Change Group on the ribbon.

    In the Change Group interface, select the group that you wish to change to and select the method for changing group, Copy or Move. Copy will copy the users to the new group. Move will remove the users from the previous group and then add the users to the new group. Click Save to save your changes and go back to the View Details page. The edited record is highlighted.

  • Remove File Group (for Microsoft 365 Group/Microsoft Team permission recertification tasks only) – If a Microsoft 365 Group team site has any file that is shared with other users via the Get a link function, the permission recertification task will contain a SharePoint group, which is used for sharing the file via a link. Users that only have the permission to view the file are placed to the group whose name follows the format of View File Group – [File Name]. Users that have permission to edit the file are placed in the group whose name follows the format of Edit File Group – [File Name]. You can select one of the groups and click Remove File Group on the ribbon. A pop-up window appears asking for your confirmation. If you click OK, the file is not shared with the group members anymore, and the group is also removed from the permission recertification task.

• Submit – Select a task and click Submit on the ribbon to submit the changes of the task. Enter comments for this task for further reference in the pop-up window. Click OK to finish this task or click Cancel to return to the All Recertification Report interface.

• Reassign – Select a task and click Reassign on the ribbon to reassign the permission recertification task to another user.

• Reject – Select a task and click Reject on the ribbon to finish the permission recertification task without making any changes.

• Refresh – Click Refresh on the ribbon to refresh the recertification task page.

#Metadata Recertification Tasks

When a recertification profile with metadata recertification enabled is selected in a site collection policy and the site collection policy is applied to an AvePoint Cloud Governance managed site collection, a metadata recertification task will be generated. This task contains the searched metadata of this site collection. Approvers can then modify the metadata values in AvePoint Cloud Governance and the metadata value changes will be updated to SharePoint Online.

You can perform the following actions on the metadata recertification task:

• View Task – Click a request summary to see detailed information. On the task details page, you have the following options:

  • Edit – Select a metadata name and click Edit on the ribbon. In the Edit window, modify the metadata value, then click Save to save your changes.

  • Add – If you are allowed to add metadata to the site collection, click Add on the ribbon. The Add Metadata window appears. Select a metadata name and click Add to List to add the new metadata.

  • Delete – If you are allowed to delete metadata from the site collection, select a metadata name and click Delete on the ribbon.

  • Submit – Click Submit on the ribbon to submit the changes and apply all of your configurations to SharePoint Online.

  • Reassign – Click Reassign on the ribbon to reassign the metadata recertification task to another user.

  • Reject – Click Reject on the ribbon to finish the metadata recertification task without making any changes.

  • Reset – Click Reset on the ribbon to select Reset My Changes or Reset All Changes.

    • Reset My Changes – Your changes on the task will be cleared.

    • Reset All Changes – All users’ changes on the task will be cleared.

  • View History – Click View History on the ribbon to view the version history of the metadata recertification task.

  • Review All Metadata – Click Review All Metadata on the ribbon. A pop-up window appears displaying all searched metadata. Review the metadata and modify the metadata value if necessary. Then, click Save to save all changes.

    NOTE

    If you have changed metadata values and you navigate to the Review All Metadata window again before you submit the task, the metadata that had value changes will be marked with the Edited label.

• Submit – Select a task and click Submit on the ribbon to submit the changes of the task. Enter comments for this task for further reference in the pop-up window. Click OK to finish this task or click Cancel to return to the All Recertification Reports interface.

• Reassign – Select a task and click Reassign on the ribbon to reassign the task to another user.

• Reject – Select a task and click Reject on the ribbon to reject the metadata recertification task.

• Refresh – Click Refresh on the ribbon to refresh the recertification task page.

#Ownership Recertification Tasks

When a recertification profile with ownership recertification enabled is selected in a site collection policy and the site collection policy is applied to an AvePoint Cloud Governance managed site collection, an ownership recertification task will be generated. This task is an election task. Approvers can claim or decline to become the primary site collection contact.

You can perform the following actions on the ownership recertification task:

• View Task – Click a request summary to see detailed information. On the task details page, you have the following options:

  • Back – Click Back to return to the All Recertification Reports page.

  • Claim – Click Claim to become the primary site collection contact. In the pop-up window, define a user as the secondary site collection contact by entering a username in the text box. Then, click OK to save your configurations.

  • Decline – Click Decline to decline to become the primary site collection contact. A pop-up window appears to ask for your confirmation. Click OK to confirm your action.

• Claim – Select a report and click Claim to become the primary site collection contact. In the pop-up window, define a user as the secondary site collection contact by entering a username in the text box. Then, click OK to save your configurations.

• Decline – Select a report and click Decline to decline to become the primary site collection contact. A pop-up window appears to ask for your confirmation. Click OK to confirm your action.

• Refresh – Click Refresh to refresh the recertification reports page.

#Membership Recertification Tasks

When a recertification profile with membership recertification enabled is selected in a group/team policy and the group/team policy is applied to an AvePoint Cloud Governance managed Microsoft 365 Group/Microsoft Team, a membership recertification task will be generated. This task contains the searched members and/or owners of the group/team. Approvers can add members and owners to the group/team, remove members and owners from the group/team, promote group/team members to group/team owners, or demote group/team owners to group/team members. The membership changes will be updated to Microsoft 365.

You can perform the following actions on the membership recertification task:

• View Task – Click a request summary to see detailed information on the task details page. You have the following options:

  • Back – Click Back on the ribbon to return to the All Recertification Reports page.

  • Submit – Click Submit on the ribbon to submit the changes and apply all of your configurations to Microsoft 365.

  • Reassign – Click Reassign on the ribbon to reassign the membership recertification task to another user.

  • Reject – Click Reject on the ribbon to finish the membership recertification task without making any changes.

  • Reset – Click Reset on the ribbon to select Reset My Changes or Reset All Changes.

    • Reset My Changes – Your changes on the task will be cleared.

    • Reset All Changes – All users’ changes on the task will be cleared.

  • View History – Click View History on the ribbon to view the previous versions of the task.

  • Add Member – Click Add Member on the ribbon and the Add Member window appears. Enter the username in the text box. Press Enter to check if the name is valid. Click Add to add the member to the group or click Cancel to not make any changes.

  • Add Owner – Click Add Owner on the ribbon and the Add Owner window appears. Enter the username in the text box. Press Enter to check if the name is valid. Click Add to add the owner to the group or click Cancel to not make any changes.

  • Promote to Owner – Select a group/team member and click Promote to Owner on the ribbon to promote the member to the group/team owner. The promoted users are highlighted.

  • Demote to Member – Select a group/team owner and click Demote to Member on the ribbon to demote the owner to the group/team member. The demoted users are highlighted.

  • Remove from Group – Select a group/team member or a group/team owner and click Remove from Group on the ribbon to remove the user from the group/team. The removed users are strike through with a red line.

• Submit – Select a task and click Submit on the ribbon to submit changes to the task. Enter comments for this task for further reference in the pop-up window. Click OK to finish this task or click Cancel to return to the All Recertification Report interface.

• Reassign – Select a task and click Reassign on the ribbon to reassign the membership recertification task to another user.

• Reject – Select a task and click Reject on the ribbon to finish the membership recertification task without making any changes.

• Back – Click Back on the ribbon to return to the Settings page.

• Refresh – Click Refresh on the ribbon to refresh the recertification task page.