Identity Manager 9.2.1 - Web Designer Web Portal User Guide

To open the Auditing - Approvals page go to Request > Auditing > Approval.

On the Auditing - Approvals page, you can show all the request approvals (see Displaying all approvals).

If you only want to display approvals for a specific identity, use the Advanced search. If you only want to display requests for a specific time period, use the filter function in the Request date column.

The following tables give you an overview of the various features and content on the Auditing – Approvals page.

Table 122: Controls
Control	Description
Advanced search	The advanced search allows you to control which approvals are displayed: Select approver: Click Assign and select the identity whose approvals you want to display. Filter by request number: Enter the request number of the request you want to display. TIP: To find out the request number of a request, open the request history (see Displaying request history) and take the request number from the Shopping Cart column in the row of the corresponding product. Pending: Select this check box to display product requests that are not yet approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed (state: Canceled, Denied, Unsubscribed). Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.

Table 123: Controls in the details pane of a product
Control	Description
Show details	Use this button to show the details of the entire request used to request this product.

Table 124: Columns
Column	Description
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 product request was successful and the product was successfully assigned. Request – The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending – The product 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 product 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. Renewal – The product has been renewed (see Renewing products with limit validity periods). Unsubscription – The product is being unsubscribed (see Unsubscribing products). Denied – The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. . Canceled – The product request was canceled or the system could not carry out the request (for example, because an identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed – The product was unsubscribed (see Unsubscribing products). 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	Shows you the request number of the total request with 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.

IT Shop escalation (page description)

NOTE: You only see the IT Shop escalation page if you are a fallback approver or member of the chief approval team.

Open the IT Shop Escalation Approval page by navigating through Request > Escalation.

If the are requests pending and 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 must make an approval decision. For more detailed information about the chief approval team, see the One Identity Manager IT Shop Administration Guide.

On the IT Shop Escalation Approvals page, you can:

Display all escalated requests that you can approve (see Displaying escalated requests)
Grant or deny requests (see Approving and denying escalated requests)
Make inquiries about requests if the information is insufficient to make an approval decision (see Submitting inquiries about escalated requests)
Add other approvers that can approve requests (see Appointing additional approvers to escalated requests)
Reroute request approvals to other identities (see Rerouting escalated requests' approvals)
Delegate request approvals to other identities (see Delegating approvals of escalated requests to other identities)
Change the priority of requests (see Changing priority of pending requests)
Add more products to existing requests (see Adding more products to escalated requests)
Cancel requests (see Canceling escalated requests)
Revoke requests' hold status (see Canceling reservations of escalated requests)

NOTE: To show requests, you must enter at least one filter option.

The following tables give you an overview of the different functions and content on the Devices page.IT Shop

Table 125: Controls
Control	Description
Approve	Use this button to approve the product request (see Approving and denying escalated requests).
Deny	Use this button to deny the product request (see Approving and denying escalated requests).
Approve all	Use this button to approve the all the product requests shown (see Approving and denying escalated requests).
Deny all	Use this button to deny the all the product requests shown (see Approving and denying escalated requests).
Next	Opens the IT Shop escalation – Approvals (see IT Shop escalation - Approvals (page description)). Use this button to show an overview of all approvals made that you still make adjustments to and then save. As long as you have not made an approval decision (by using the appropriate button), this button is disabled.

Table 126: Controls in the details pane of a product
Control	Description
Withdraw request	Use this button to approve the product request (see Canceling escalated requests).
Revoking hold status	Use this button to release the request for approval again so that it can be processed by the approvers (see Canceling reservations of escalated requests).
Withdrawing additional approval	If you have appointed an additional approver for this product request (see Appointing additional approvers to escalated requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers from escalated requests).
Recall last question	Use this button to recall the question that you asked another identity about the product request (see Submitting inquiries about escalated requests).
Display the identity's entitlements	Use this button to specify which modifications to make to the effective date of change (see Approving new manager's escalated assignments).
More > Send inquiry	Use this function to send an inquiry to an identity about the product request (see Submitting inquiries about escalated requests).
More > Show entire request	Use this action to show the entire request that was used to request this product (see Displaying and approving entire requests of escalated requests).
More > Reroute approval	Use this action to let another approval level make the approval decision about a product. For example, if approval is required by a manager in a one-off case (see Rerouting escalated requests' approvals).
More > Add approver	Use this action to add an additional approver to share the approval decision about the request (see Appointing additional approvers to escalated requests). You can revoke this action in the approval history (see Removing additional approvers from escalated requests).
More > Delegate approval	Use this action to delegate the approval decision about the request to another identity (see Delegating approvals of escalated requests to other identities).
More > Change priority	Use this action to change the priority of the product request (see Changing priority of escalated requests).

Table 127: Columns
Column	Description
Product	Shows the name of the product that was requested.
State	Shows the current status of the product.
Request date	Shows when the product was requested.
Recipient	Shows for whom the product was requested.
Priority	Shows the priority for this product request.
Approval	Use these two buttons to make an approval decision about the product request. TIP: If you have made all your approval decisions, click Next to open an overview page and save all the approvals.

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.

Requests overview (page description)

To open the Request overview page go to Request > Escalation > Details pane > More > Show entire request.

The Request overview page provides an overview of all the products from a specific request and you can approve all the pending product requests (see Displaying and approving entire requests of escalated requests).

The following tables give you an overview of the different functions and content on the Request overview page.

Table 128: Controls
Control	Description
Add items to this request	Opens the Request page (see Request (page description)). Use this button to add more products to the corresponding request (see Adding more products to escalated requests).
Approve all	Opens the IT Shop escalation – Approvals (see IT Shop escalation - Approvals (page description)). Use this button to approve all pending product requests in this request Displaying and approving entire requests of pending requests).

Table 129: Controls in the details pane of a product
Control	Description
Cancel	Use this button to cancel the product request (see Canceling escalated requests).

Table 130: Columns
Column	Description
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. Unsubscribed: The request was unsubscribed. 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	Shows 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.

IT Shop escalation - Approvals (page description)

To open the IT Shop escalation – Approvals page go to Request > Escalation > Make approval decision > Next.

After you have made your approval decisions on the IT Shop Escalation Approvals page, you can save the approval on the IT Shop Escalation – Approvals page so that they take effect (see Approving and denying escalated requests). You can also enter reason for the approval decisions here.

The following tables give you an overview of the different functions and content on the IT Shop Escalation – Approvals page.

Table 131: Controls
Control	Description
Reason for approvals	Here you can enter a reason for all approved product requests.
Standard reason	Here you can select one of the standard reasons saved in the system for all approved product requests.
Reason for denials	Here you can enter a reason for all denied product requests.
Standard reason	Here you can select one of the standard reasons saved in the system for all denied product requests.
Save	Use this button to save all the settings and approval decisions.
Back	Use this button to switch to the previous page. For example, to approve other product requests.

Table 132: Columns
Column	Description
Product	Shows the name of the product that was requested.
Recipient	Shows for whom the product was requested.
Valid from	Here you can specify from when the product is valid (see Changing priority of escalated requests).
Valid until	Here you can specify until when the product is valid (see Changing priority of escalated requests).
Reason	Here you can enter a reason for the decision. To do this, click on the link and, in the dialog, enter a reason or select one of the standard reasons.

TIP: You can show less data by using the column filters. For more information, see Filtering.

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