Renewing or unsubscribing (page description)
To open the Renew or renew page go to Request > My Requests > Edit Requests.
On the Renew or Unsubscribe page, you can:
The following tables give you an overview of the various features and content on the Renew or Unsubscribe page.
Table 86: Controls
|
Requests for |
Shows you the identity whose products you are displaying.
Use the Change button to select whose products you want to display. |
|
Unsubscribe |
Use this button to unsubscribe the selected product (see Unsubscribing products). |
|
Renew |
Use this button to renew the validity period of the selected product (see Renewing products with limit validity periods). |
Table 87: Controls in the details pane of a product
|
Escalate request |
Use this button to escalate the product request. If the approver responsible is not available for an extended period or has no access to Web Portal, then the fallback approver or member of the chief approval team can make an approval decision. The button is only displayed if the product can be escalated. For more information, see Escalated requests. |
|
Show request |
Opens the Request overview page (see Request overview ((page description))).
Use this button to display the entire request used to request this product. |
|
Withdraw request |
Use this button to withdraw the selected product request (see Canceling requests). The button is only displayed if the product has the status Request. |
Table 88: Columns
|
Valid until |
Shows you when product expires. |
|
Product |
Shows you the product's name. |
|
State |
Shows the current status of the product.
The following status' are possible:
-
Assigned: The request was successful and the product was successfully assigned to you.
-
Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Unsubscription: The product is being unsubscribed. In the details pane, on the Workflow tab, you can see the current position in the workflow. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:
-
Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
-
Workflow: Displays the life cycle chronologically as from the time of request.
-
Compliance: Displays possible rule violations for this request.
Request overview ((page description))
To open the Request Overview page go to Request > My Requests > Edit Requests > Details pane > Show request (see Displaying and approving entire requests of pending requests).
The Request overview page provides an overview of all the products from a specific request.
The following table gives you an overview of the different functions on the Request overview page.
Table 89: Columns
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product.
The following status' are possible:
-
Assigned: The request was successful and the product was successfully assigned.
-
Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Pending: The request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.
-
Approved: The request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Renew: The product was just renewed.
-
Unsubscription: The product is being unsubscribed.
-
Deny: The request was denied. In the details pane, on the Workflow tab, you can see when and why the request was denied.
-
Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was canceled.
-
Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed. |
|
Request date |
Shows when the product was requested. |
|
Recipient |
Shows for whom the product was requested. |
|
Shopping cart |
Show the request shopping cart from which the product was requested. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:
-
Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
-
Workflow: Displays the life cycle chronologically as from the time of request.
-
Compliance: Displays possible rule violations for this request.
Shopping Cart Templates (page description)
To open the Cart Templates page go to Request > My Requests > Maintain Templates (see Displaying request templates).
On the Cart Templates page you can perform the following actions for your own or system-wide request templates:
For more information about requesting from an request template, see Requesting from templates.
The following table gives you an overview of the various features on the Cart Templates page.
Table 91: Templates – status
|
|
This template has not been approved yet. A decision about publishing it still pending. |
|
|
The template is marked for public use but was not published yet. |
|
|
The template has been released for publication and can be used by other identities. |
My shopping cart (page description)
To open the My shopping cart page go to Request > My requests > Shopping cart (see Displaying the shopping cart).
When you select products for a request, first they are added to the shopping cart and displayed on the My Shopping Cart page. Once you have placed all the products in the shopping cart, you can send the requests. If you want request products at a later date, you can move them from here to the Saved for later list (see Saving products for later).
To find out how to manage products in the shopping cart, see Managing products in the shopping cart.
NOTE: In certain circumstances, you may cause a compliance violation when you grant approval to a request, which allocates a specific entitlement to a business role. For example, this might occur if an identity obtains an unauthorized entitlement through this business role. In this case, the compliance violation is displayed in the details pane of the shopping cart.
On the My Shopping Cart page, you can:
The following tables give you an overview of the various features and content on the My Shopping Cart page.
Table 93: Controls in the details pane of a product
|
|
This symbol shows the current information about the product.
In some cases, this icon is available as an action on the product if a request with dependent products cannot be sent. |
|
Delete |
Use this button to delete the product from the shopping cart (see Removing products from the shopping cart). |
|
Save |
Use this button to save information that you have edited in the product's details pane. |
|
Actions > Request for multiple identities |
Use this action to duplicate requests in the shopping cart for other identities (see Requesting products in the shopping cart for multiple identities). |
|
Actions > Save for later |
Use this action to move requests from the shopping car to the Saved for Later list (see Saving products for later). |
Table 94: Columns
|
Request |
Shows you the name of the product you want to request |
|
Recipient |
Shows for whom the product is requested. |
|
Status |
Shows you if the product can be requested or if there are problems. The status is displayed only after the request has been checked for validity (see Checking the shopping cart and removing invalid products). |
TIP: You can show less data by using the column filters. For more information, see Filtering.
TIP: You can make further settings for each product in the details pane. To do this, click the product in the list:
Expand
Edit
Delete