> For the complete documentation index, see [llms.txt](https://docs.veza.com/4yItIzMvkpAvMVFAamTf/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.veza.com/4yItIzMvkpAvMVFAamTf/features/access-reviews/how-to/manage-access-reviews.md). # Manage Access Reviews ### Overview Administrators and operators can track and manage configurations as well as individual reviews. This document addresses configuration management and actions for both active and completed reviews. * [Overview](#overview) * [Managing configurations](#managing-configurations) * [Managing active reviews](#managing-active-reviews) * [Managing completed reviews](#managing-completed-reviews) * [Completed review actions](#completed-review-actions) * [Exporting reviews to CSV](#exporting-reviews-to-csv) * [Scheduled review exports](#exporting-reviews-to-csv) ### Managing configurations Go to *Access Reviews* > *Configurations* to view and manage all configurations: 1. Search for a configuration or page through the list to review all configurations. 2. Expand the actions menu (⠇) for the configuration to choose an action: * **Details**: View and manage active and completed reviews, or edit the configuration. * **Create Schedule**: Enable review creation on a schedule. See [Schedule an Access Review](/4yItIzMvkpAvMVFAamTf/features/access-reviews/how-to/schedule-access-review.md). * **Delete**: Delete a configuration with no reviews. * **Delete Schedule**/**Edit Schedule**: Shown when a schedule is configured. You can sort the list of configurations by name, last certified date, created date, and active or completed reviews. You can also filter the list by [label or application](/4yItIzMvkpAvMVFAamTf/features/access-reviews/configuration/labels-and-applications.md) to find all configurations for a given application, compliance program, or campaign. {% hint style="info" %} **Persistent Filters**: Filter selections on the Configurations page are automatically saved in the URL. When you apply filters and return to this page later, your filter settings are automatically restored. You can also share filtered views with team members by sharing the URL, enabling easier collaboration and navigation. {% endhint %} ### Managing active reviews Go to *Access Reviews* > *Access Reviews* to track the status of all active or completed reviews, and delete them if needed. You can also clone or export a completed review: * To see active reviews for all configurations, go to the **Access Reviews** page. * Click the review name or **Open** to open the rows in the reviewer's interface. * Expand the review actions menu (⠇) to choose an action: ![Active review details and actions.](/files/IKRIdEsxyCSvQMHj4WIu) * **Settings**: Change the due date. * **Clone**: Create a new review with the same configuration. * **Delete**: Delete an active review. * **Configuration Details**: open the configuration to edit or view its associated reviews. {% hint style="info" %} If the [Action Allow List](/4yItIzMvkpAvMVFAamTf/features/access-reviews/configuration/action-allow-list.md) is enabled on your tenant, the **Delete** and **Settings** (Edit Due Date) options are only visible to users on the allow list. Users who are not permitted will not see these controls. {% endhint %} You can sort the list of reviews by publisher, publication date, description, last modified, rows completed, due date, started date, name, or status. You can also filter the list by [label or application](/4yItIzMvkpAvMVFAamTf/features/access-reviews/configuration/labels-and-applications.md) to find all reviews for a given application, compliance program, or campaign. When [multi-level approval](/4yItIzMvkpAvMVFAamTf/features/access-reviews/configuration/multi-level-approval.md) is enabled, the review list includes a **Level 1 Due Date** column showing the first-level due date. The standard **Due Date** column is renamed to **Final Due Date**. Pending reviews display color-coded indicators based on due date proximity: yellow (7 to 15 days), red (under 7 days), or red with an alert icon (overdue). Level 1 Due Date highlighting only applies while the review is on its first level. {% hint style="info" %} **Persistent Filters**: Filter selections on the Access Reviews page are automatically saved in the URL. When you apply filters and return to this page later, your filter settings are automatically restored. You can also share filtered views with team members by sharing the URL, enabling easier collaboration and navigation. {% endhint %} To view active reviews for a single configuration: 1. Open the **Configurations** page. 2. In the **Configuration Details**, scroll down to the **Active Reviews** section. ### Managing completed reviews To view completed reviews: * For a single configuration: go to the **Configuration Details** and open the **Completed Reviews** tab. * For all configurations: go to the **Access Reviews** page and open the **Completed Reviews** tab. #### Completed review actions Use the **Actions** menu to clone, export, or view stats for a completed review: ![Completed review details and actions.](/files/YrLIwb2NxdBQeuI0v5Cm) * **Clone**: Create a new review with the same configuration. * **Stats**: Inspect detailed completion statistics: * Total rows not signed-off * Rows signed-off and accepted * Rows signed-off and fixed * Rows signed-off and rejected * Review status (*completed* or *expired*) * Date of review expiration or completion. * **Export as CSV**: Save the finished review's metadata in comma-separated value (CSV) format, suitable for converting to a spreadsheet. * **Configuration Details**: View active and completed reviews or edit the configuration. #### Exporting reviews to CSV To download the full list of active, completed, and expired reviews, including review metadata, click **Export All** on the **Access Reviews** page. Administrators can use the dropdown menu to: * Export all reviews * Export only overdue reviews * Create, edit, or delete an export schedule Note that exporting review metadata is different from [exporting review rows](/4yItIzMvkpAvMVFAamTf/features/access-reviews/how-to/reviewer-interface.md#exporting-review-rows) from the reviewer's interface. Review metadata exports include high-level information about reviews but do not include individual certification results. When using the consolidated report option, each review's section reflects the default column configuration for that review's workflow. Reviews without custom column settings export with a default fixed column set. CSV export includes the following columns: * Workflow Name * Workflow Id * Certification Id * Certification Name * Started At * Created By * Published At * Published By * State * Due Date * Expired At * Description * Notes * Completed At * Completed By * Total Rows * Total Completed * Total Remaining * Total Accepted * Total Rejected * Total Fixed * Last Modified At * Last Modified By **Scheduled review exports** You can configure secure exports of review metadata on a recurring schedule. When enabled, a specified recipient will receive an email with a link to download the current reviews in CSV format. To schedule automated exports: 1. From the **Access Reviews** page, expand **Export All** > **Schedule Export** 2. Configure the schedule: * **Frequency**: Daily, Weekly, or Monthly * **Export Time**: Time of day to generate the export * **Recipient**: The email address that will receive a link 3. Click **Save** to enable the schedule Note that only one export schedule can be active at a time. To change an existing schedule: 1. Click **Export All** > **Edit Schedule** To remove any configured schedule: 1. Click **Export All** > **Delete Schedule** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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