Identity Manager 9.2.1 - Attestation Administration Guide

Approval step name.

Procedure to use for determining the attestors.

Hierarchical role from which to determine the attestors.

The role is used in the OM and OR default approval procedures. Additionally, you can use the role if you use a custom approval procedure in the approval step.

Application role whose members are authorized to approve attestation cases if an attestor cannot be determined through the approval procedure. Assign an application from the menu.

To create a new application role, click . Enter the application role name and assign a parent application role. For more information, see the One Identity Manager Authorization and Authentication Guide.

Condition for calculating the approval decision. The condition is used in the CD, EX, or WC default approval procedures. Additionally, you can use the role if you use a custom approval procedure in the approval step.

Number of attestors required to approve an attestation case. Use this number to further restrict the maximum number of approvers of the implemented approval procedure.

If there are several identities allocated as attestors, then this number specifies how many identities from this group have to approve an attestation case. A request can only be passed up to next level afterward.

If you want approval decisions to be made by all the identities found using the applicable approval procedure, for example, all members of a role (default approval procedure OR), enter the value -1. This overrides the maximum number of attestors defined in the approval procedure.

If not enough attestors can be found, the approval step is presented to the fallback approvers. The approval step is considered approved as soon as one fallback approver has approved the attestation case.

If an approval decision is made by the chief approval team, it overrides the approval decision of just one regular attestor. This means, if three attestors must approve an approval step and the chief approval team one of the decision, two more are still required.

The number of approvers defined in an approval step is not taken into account in the approval procedures CD, EX, or WC.

Text field for additional explanation.

Reason entered in the attestation case if approval is automatically granted.

This field is only shown for the approval procedures CD, EX, and WC.

Reason entered in the attestation case and the attestation history, if approval is automatically denied.

This field is only shown for the approval procedures CD, EX, and WC.

Number of minutes to elapse after which the attestor is notified by mail that there are still pending attestation cases for attestation. The input is converted into working hours and displayed additionally.

The reminder interval is set to 30 minutes, by default. To change this interval, modify the Checks reminder interval and timeout of attestation cases schedule.

If more than one attestor was found, each attestor will be notified. The same applies if an additional attestor has been assigned.

If an attestor delegated the approval, the time point for reminding the delegation recipient is recalculated. The delegation recipient and all the other attestors are notified. The original attestor is not notified.

If an attestor has made an inquiry, the time point for reminding the queried identity is recalculated. As long as the inquiry has not been answered, only this identity is notified.

Number of minutes to elapse after which the approval step is automatically granted or denied approval. The input is converted into working hours and displayed additionally.

The timeout is check every 30 minutes, by default. To change this interval, modify the Checks reminder interval and timeout of attestation cases schedule.

The working hours of the respective approver are taken into account when the time is calculated.

If more than one approver was found, then an approval decision for the approval step is not automatically made until the timeout for all approvers has been exceeded. The same applies if an additional approver has been assigned.

If an approver delegated approval, the time point for automatic approval is recalculated for the new approver. If this approval is rejected, the time point for automatic approval is recalculated for the original approver.

If an approver is queried, the approval decision must be made within the defined timeout anyway. The time point for automatic approval is not recalculated.

If additional approvers are determined by recalculating the current approvers, then the automatic approval deadline is not extended. The additional approvers must approve within the time frame that applies to the current approver.

Action that is run if the timeout expires.

• Approved: The attestation case is approved in this approval step. The next approval level is called.

• Deny: The attestation case is denied in this approval step. The approval level for denying is called.

• Escalation: The attestation case is escalated. The escalation approval level is called.

• Cancel: The approval step and, therefore, the entire attestation procedure, is canceled.

Specifies which type of reason is required when granting approval to this approval step.

• Optional: A reason can be provided if required.

• Reason required (standard or free): A standard reason must be selected or a reason given with any text.

• Free text required: A reason must be given with freely selected text.

Specifies which type of reason is required when denying approval to this approval step.

• Optional: A reason can be provided if required.

• Reason required (standard or free): A standard reason must be selected or a reason given with any text.

• Free text required: A reason must be given with freely selected text.

Specifies whether a current attestor is allowed to instruct another identity as an attestor. This additional attestor has parallel authorization to make approvals for the current attestation case. The attestation case is not passed on to the next approval level until both attestors have made a decision.

This option can only be set for approval levels with a single, manual approval step.

Specifies whether a current attestor can delegate the attestation to another identity. This identity is added to the current approval step as the attestor and then makes the approval decision instead of the attestor who delegated.

This option can only be set for approval levels with a single, manual approval step.

Specifies whether the identity who is affected by the approval decision can also approve it. If this option is set, identities to be attested can attest themselves.

If this option is not set, use the QER | Attestation | PersonToAttestNoDecide configuration parameter to define whether the identities to be attested can attest themselves.

Specifies whether or not the approval step should be displayed in the attestation history. For example, this behavior can be applied to approval steps with the CD - calculated approval procedure, which are used only for branching in the approval workflow. It It makes it easier to follow the attestation history.