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Identity Manager 8.1.4 - Web Portal User Guide

Getting started Security keys (WebAuthn) Requests Attestation Compliance Responsibilities
My responsibilities
Employees System entitlements Business roles System roles Departments Cost centers Locations Application roles Resources Assignment resources Multi-request resources Multi-requestable/unsubscribable resources Software Devices Adding tags for service items
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My requests

In My requests, you can execute various actions to do with the requests you manage.

Detailed information about this topic

Making requests

A request process is triggered when you request a product. Whether you are authorized to request a product depends on your role and your permissions. Managers or other authorized users can make request for other employees in their name.

There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.

Table 22: Request status

Icon

Status

The product was requested and has already been assigned. You cannot make another request at the moment.

The product was already requested or it is not currently available. It cannot be requested at the moment.

A pending request already exists for this product. You cannot repeat the request at the moment.

The product was already assigned to the user.

NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested.

To request products

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, do the following:

    • In the Find a service item field, enter the name of the required product and click .

      - OR -

    • Click the required service category.

    The relevant products are displayed.

    TIP: If you want to change the selected service categories, click Change service category and then click the service category you require.

  4. (Optional) If the service category contains subcategories, click the selection list followed by the subcategory.

    The products contained in the subcategory are listed.

  5. (Optional) To summarize the main and subcategories in a list, enable the option Include child categories.

  6. Perform one of the following tasks:

    • Right-click Add to cart next to the required product.

      - OR -

    • Enable the checkbox next to the required products and click Add to cart below the list.

    TIP: If you have selected a product upon which other products are dependent, a dialog opens to allow you to request these products along with the others.

  7. (Optional) Perform the following steps on the My shopping cart page.

    1. Click a request.

    2. Enter further details on the request in the area to the right.

    3. Click .

    4. Repeat these steps where necessary for other orders.

  8. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  9. On the My Shopping Cart page, click Submit.

  10. In the Submit shopping cart dialog, click Yes.

Detailed information about this topic

Requesting from templates

You can create requests from your own templates or system templates. This helps simplify proper provisioning for a particular job or function. For example, a template may contain all the products a new employee needs to get started. If you use a template for a request, you are not obliged to request all the products in the template. You only have to select the products you want from the template. For more information, see Maintaining templates.

To request products using a template

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, on the bottom right, click Actions | Select a request template.

  4. In the Choose a template dialog, next to the required request template, click Add to cart.

    TIP: If you want to display all of the content of the request templates, click next to the request template.

  5. (Optional) Perform the following steps on the My Shopping Cart page.

    1. Click a request.

    2. Enter further details on the request in the area to the right.

    3. Click .

    4. Repeat these steps where necessary for other orders.

  6. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  7. On the My Shopping Cart page, click Submit.

  8. In the Submit shopping cart dialog, click Yes.

Requesting through a reference user

Use this option to request products that are currently being requested for a selected employee (reference user).

Products you cannot request are marked with a red cross in the product view.

  1. In the toolbar, click Request | My Requests.

  2. On the My requests page, click Start a new request.

  3. On the Request page, below right click Actions | Select a reference user.

  4. In the Select an employee dialog, click the listed employee whose requests you would like to reproduce.

    NOTE: More information can be added to the list of employees. Click View settings | Additional columns and select the information you require from the dialog.

    A new page lists requests, memberships, and entitlements for the selected employee.

  5. In the Requests for <Employee name> window, enable the products that you would also like to request.

  6. Click Add to cart.

  7. (Optional) Perform the following steps on the My shopping cart page.

    1. Click a request.

    2. Enter further details on the request in the section to the right.

    3. Click .

    4. Repeat these steps where necessary for other orders.

  8. (Optional) On the My Shopping Cart page, click Edit.

    A dialog for the shopping cart opens. You can enter a comment and other information about your shopping cart. This data applies to all items in the shopping cart. For more information, see Edit shopping cart.

  9. On the My Shopping Cart page, click Submit.

  10. In the Submit shopping cart dialog, click Yes.

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