> For the complete documentation index, see [llms.txt](https://help.sentinelsoftware.com/sentinel-help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sentinelsoftware.com/sentinel-help-center/audit-review/role-changes.md).

# Role Changes

Environments - \[Select Environment] - Audit Review - Role Changes

**The** **Role Changes** **Report** allows Supervisors and Managers to view and review Employee Role Changes and Roles for periodic reviews.

* **Changes Only -** Review recently added or removed Roles.&#x20;
* **All Users -**  View and review all Roles for all Users. &#x20;

{% tabs %}
{% tab title="Changes Only" %}
Review and record audit decisions for Employees with recently added or removed Roles.

#### How To Review Role Changes Only:&#x20;

1. Navigate to **Environments** and select an **Environment.**&#x20;
2. Select '**Audit Review'** and click the **Role Changes Report.**&#x20;
3. On the **Changes Only** tab, select an existing **Audit Project** or **Create New**.\
   *\*Search by* *Name, UserID, EMPLID, or Account Status to customize the report view.*&#x20;
4. Under the Decision Column, click **Approve** or **Deny.**&#x20;

{% hint style="info" %}
If a Role Change is marked as **'Deny,'** it will display under the **'Remediate'** column until a security administrator *removes* the access.&#x20;
{% endhint %}

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FHxv4ng0JsFwvTgU5B0Di%2FRole%20Changes%20-%20Only%20.png?alt=media&amp;token=7fe4dc8a-4fe7-4b47-b4ea-bcb32dc02ad0" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="All Users" %}
Review and record audit decisions for all Roles for All Users. Track reviewal progress using percentages.&#x20;

#### How To Review Roles for All Users:&#x20;

1. Navigate to **Environments** and select an **Environment.**&#x20;
2. Select '**Audit Review'** and click the **Role Changes Report.** &#x20;
3. On the **All Users** tab, search for a User. \
   *\*Filter using the various menus to customize the report view.\**&#x20;
4. Click the **'View'** icon to display the User's Access. &#x20;
5. Under the **'Roles'** tab, click **Approve** or **Deny.**&#x20;

{% hint style="info" %}
If Roles are marked as **'Deny,'** it will display under the **'Remediate'** column until a security administrator *removes* the access.&#x20;
{% endhint %}

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2F9fjpmkBDBfOGHlw4k2l5%2FRole%20Changes%20-%20All%20Users%201.png?alt=media&amp;token=5431ed95-2183-441c-a4bd-4aa112b82cde" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FI3t6E2fSbQ8HMyGEAGTQ%2FRole%20Changes%20-%20All%20Users%202.png?alt=media&amp;token=d2d6abbb-e9c3-4540-81ec-13d3a088e028" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Reports" %}
Role Changes (Employee Review) Reports can be created and shared with any user.  *\*A Sentinel account **is not*** ***required** to view or download the report.\**

* Generate On-Demand Reports for immediate use.
* Schedule Reports to automatically create and distribute at a set interval.

{% hint style="info" %}
Audit Reports are available to View Online (URL), Save as PDF, or Download as CSV. &#x20;
{% endhint %}

#### Generate On-Demand Employee Review Reports:

1. Navigate to **Environments** and select an **Environment.**&#x20;
2. Select '**Audit Review'** and click the **Role Changes Report.**&#x20;
3. Click **'Schedule.'**
4. Select an existing **Audit Project** or enter a **Custom Period.** \
   *\*The report will only include Audit Review decisions within the selected period.* &#x20;
5. Enter a **Report Title (Name).**
6. Click **'Generate Report'** and then click **'View Report.'** <br>

   <figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FnkFy99mXLB3PZhcfgCh3%2FOn-Demand%20Employee%20Review%20Report.png?alt=media&amp;token=c7a1d636-bd76-45b6-8a1c-d63f14147e3c" alt=""><figcaption></figcaption></figure>

#### Schedule Employee Review Reports:&#x20;

1. Navigate to **Environments** and select an **Environment.**&#x20;
2. Select '**Audit Review'** and click the **Role Changes Report.**&#x20;
3. Click **'Schedule'** and select the **'Add New Schedule'** tab.&#x20;
4. Enter one or more **Recipient Emails**, separated by a comma.
5. Select an existing **Audit Project.**   \
   *\*The report will only include Audit Review decisions within the selected period.*&#x20;
6. Select the **Interval** (distribution frequency) and enter a **Time/Day.**&#x20;
7. Click **'Save.'**\
   *\*Scheduled reports will appear under the 'Scheduled' tab.* <br>

   <figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2F8LeL8myPHhBDJfvPBSiP%2FSchedule%20Employee%20Review%20Report.png?alt=media&amp;token=ee755fa4-f7d3-4742-9a8b-bf503f44df96" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}
