Relocating a customer or product to another shop
If a customer requests a product from a shop or shopping center and then changes to another at a later date, the product request is closed and the product is canceled. The same applies if a requested product is moved to another shelf.
You can label product service items with Retain service item assignment on relocation to retain their requests when they relocate. All pending or approved requests in the shop are transferred to any shop in which the employee is a customer and that contains the requested products. In connection with this, pending requests are reset, which means the requests have to go through the approval process from the beginning again.
Detailed information about this topic
Related topics
Changing approval workflows of pending requests
When approval workflows are changed, a decision must be made as to whether these changes should be applied to pending requests. Configuration parameters are used to define the desired procedure.
Scenario: Another approval workflow was stored with the approval policy
If changes have been made to the approval, renewal, or cancellation workflow in an approval policy, any pending approval processes are continued by default with the original workflow. The newly stored workflow is only used in new requests. You can configure different behavior.
To specify how to handle pending requests
A working copy of the originally applicable workflow is saved. The working copy is retained as long as it is used in ongoing approval processes. All unused working copies are regularly deleted using the Maintenance approval workflows schedule.
If the assigned renewal or cancellation workflow is deleted, any ongoing approval processes are stopped.
Scenario: A change was made to an approval workflow in use
If changes have been made to an approval workflow that is being used in pending requests, any pending approval processes are continued by default with the original workflow. The changes to the approval workflow are only implemented for new requests. You can configure different behavior.
To specify how to handle pending requests
A working copy of the approval workflow that contains the original version is saved. This working copy is retained as long as it is used in ongoing approval processes. All unused working copies are regularly deleted using the Maintenance approval workflows schedule.
Related topics
Requests for employees
In the Web Portal default installation, approvers can request and cancel products for other users. Approvers can only request products for users of shops they manage and where the user is an customer. Furthermore, department managers and their deputies may edit the data for employees belonging to their department.
The responsibilities are evaluated through the following database view (View).
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QER_VEditEmployee |
This view displays the department manager, their deputies, and employees whose data can be edited. |
Requesting change of manager for an employee
Managers can edit main data of their employees in the Web Portal. In the same context, it is possible to define a new manager for an employee. To do this, the previous manager requests assignment of another manager. If the other manager agrees to the assignment, they are assigned to the employee as manager.
Prerequisites
The following objects are made available in the One Identity Manager database by default:
Table 57: Default objects for the change of manager
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New manager assignment multi-request resource |
Is used to request the other manager in the IT Shop. The product is canceled the moment the new manager has been assigned.
The New manager assignment service item is assigned. |
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New manager assignment service item |
Product that is ordered when another manager is assigned.
The New manager assignment approval policy is assigned. |
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Identity & Access Lifecycle | Identity Lifecycle IT Shop structure |
The service item is assigned by default to the Identity Lifecycle shelf in the Identity & Access Lifecycle shop. |
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New manager assignment approval policy |
This specifies the approval workflow by which the change of manager is approved.
It is assigned to the approval workflow, New manager assignment. |
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New manager assignment approval workflow |
This determines the other manager as an approver.
If this is denied, the request is returned to the previous manager. |
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VI_ESS_PersonWantsOrg_Set_New_Person.Manager process |
Allocates the other manager to the employee as manager as soon as the change of manager was approved and the validity period of the request is reached. |
Procedure for changing managers
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The previous manager edits the main data of the employee the other manager is going to take on. They select an employee as manager and specify a date from which the changes take effect.
Table 58: Changes that are requested
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New manager |
Employee to be assigned as a new manager for the employee. |
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Effective date |
The date on which the change takes effect. |
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Changes to be run after approval is granted |
Changes that should be run after approval has been granted and the new manager has been assigned, for example, deleting user accounts or removing memberships in system entitlements.
The previous manager can decide which of the changes listed should be run. |
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A request with the following properties is triggered.
Table 59: Properties of the manager change request
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Requester |
Previous manager. |
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Recipient |
Employee. |
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Additional request data |
New manager. |
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Approver |
New manager. |
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Valid from |
The date on which the change takes effect. |
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Additional data |
Additional changes to be run. |
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The request is assigned for approval to the new manager, who can also specify what other changes should be made after the manager has been replaced.
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If the manager denies approval, the request is returned to the previous manager.
This manager can select another manager and approve the request. The request is assigned to this other manager for approval.
The previous manager can deny request approval. The change of manager is closed. The employee’s manager is not changed.
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If the new manager grants approval to the request, they are assigned as manager to the employee from the validity date of the request. All selected additional changes are also run on the validity date.
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Product is unsubscribed. The request is closed.
For more information about assigning a new manager, see the One Identity Manager Web Designer Web Portal User Guide.
