Generating an access review summary

2023-02-07Last updated

You can generate an access review summary for any completed access review to share with an auditor or other members of your organization.

Before you begin

Complete your access reviews.

What you should know

You can only generate an access review summary for a single completed access review.

Procedure

  1. From the Home page, click Reports > Access reviews .
  2. Configure report column filters to narrow report results as required.
    1. Click the Status filter and select Completed.
    2. In the Review item column, click the review item for the completed access review that you require.
  3. Click Print.
    Note: The layout Portrait option and the Background graphics checkbox option are not supported.
  4. In the Print section, select an option from the Destination list.
    Typically the report is either sent to a printer for a hardcopy output, or saved as a PDF so that it can be sent to auditors or shared by email. Other destination options are also available.
    Best Practice: In the Layout list, select Landscape for the best viewing experience.
    Access review summary generated from a completed access review in Genetec ClearID™.
    Important: The options displayed in the Print dialog vary depending on your browser, your local computer and attached peripherals, and your organizations setup.
  5. (Optional) In the More settings section, select the Headers and footers option if you want to include the Date and the report Filename in the heading of the report.
  6. If you selected a printer, click Print and follow the on-screen prompts.
  7. If you selected Save as PDF, click Save and follow the on-screen prompts.
    Tip: Use a file name that makes your access review reports easy to find during an audit or organization review. Include all useful information: area, role or group, and date. For example, Data Center - Access Review July 2020, Server Room - Access Review August 2020, or IT Department - Access Review Sept 2020. The default file name is <Area or Role name> - Access Review YYYY-MM-DD.pdf.
Your report has now been printed or saved as a PDF for reference later.

After you finish

You can now share the access review report with an auditor or other members of your organization.