Identity Manager 8.2.1 - Web Designer Web Portal User Guide

To open the Saved for Later page go to Request > My Requests > Shopping Cart > Actions > View Saved for Later list (see Displaying Saved for Later list)

On the Saved for Later list, you can:

Display all products that you have saved for requesting later (see Displaying Saved for Later list)
Move products from the Saved for Later list to the shopping cart to request them (see Requesting products on the Saved for Later list)
Remove products from the Saved for Later list (see Removing products from the Saved for Later list)
Delete the entire Saved for Later list (see Deleting the Saved for Later list)

TIP: To find out how to save a product for later, see Saving products for later.

The following tables give you an overview of the various features and content on the Saved for Later page.

Table 95: Controls
Control	Description
Deleting the Saved for Later list	Use this button to delete the entire Saved for Later list (see Deleting the Saved for Later list).
Delete selected	Use this button to remove all the products from shopping cart you selected using the check box next to the product in the Select column (see Removing products from the Saved for Later list).
Move to shopping cart	Use this button to move to the shopping cart all the products you have selected using the check box next to the product in the Select column (see Requesting products on the Saved for Later list).

Table 96: Controls in the details pane of a product
Control	Description
Delete	Use this button to delete the product from the Saved for Later list (see Removing products from the Saved for Later list).
Save	Use this button to save additional information about the product in the details pane.
Actions > Move to shopping cart	Use this action to move request from the Saved for Later list to the shopping cart and request them there (see Requesting products on the Saved for Later list).

Table 97: Columns
Column	Description
Select	Select the check box next to the products you want to move to the shopping cart or delete from the Saved for Later list. Then, using the Move to shopping cart or Delete selected buttons, you can move these products to the shopping cart or delete them from the Saved for Later list.
Request	Shows you the name of the product you want to request
Recipient	Shows you for whom the product is requested.

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:

Details (page description)

Table 98: Controls
Control	Description
Apply to all	Use this button to apply changes made in the field next to it to all other products of the same type (see Editing multiple products in the shopping cart).
Save	Use this button to save all the changes.

Table 98: Controls

Control

Description

Apply to all

Use this button to apply changes made in the field next to it to all other products of the same type (see Editing multiple products in the shopping cart).

Save

Use this button to save all the changes.

Table 99: Columns
Column	Description
Recipient	Shows you for whom the product is requested.
Settings	Shows you all the data you can change.

Table 99: Columns

Column

Description

Recipient

Shows you for whom the product is requested.

Settings

Shows you all the data you can change.

My actions (page description)

To open the My Actions page go to Request > My Actions.

On the My Actions page, you can perform various actions for requests in which you are involved as an approver.

To do this, click on one of the tiles:

Table 100: Tiles
Tile	Description
Pending requests	You select the following actions: Display all requests that you can approve (see Displaying pending requests) Grant or deny requests (see Approving and denying requests) Make inquiries about requests if the information is insufficient to make an approval decision (see Sending inquiries about pending requests) Add other approvers that can approve requests (see Appointing additional approvers to pending requests) Reroute request approvals to other identities (see Rerouting approvals of pending requests) Delegate request approvals to other identities (see Delegating approvals of pending requests to other identities) Pass request approvals to the fallback approver or the chief approval team (see Escalating approvals of pending requests) Change the priority of requests (see Changing priority of pending requests) Confirm terms of use of products requested for you (see Confirming terms of use) Add more products to existing requests (see Adding more products to pending requests) Cancel requests (see Canceling pending requests) Revoke requests' hold status (see Revoking hold status of pending requests)
Approval history	You select the following actions: Display all approvals of product requests that you, or the identities that report to you, decided upon (see Displaying approvals) Cancel requests (see Canceling requests) Revoke approval delegations (see Withdrawing delegations from pending requests) Release requests for approval (see Revoking hold status of pending requests) Withdraw additional approval (see Removing additional approvers of pending requests)
Request inquiries	You select the following actions: Display questions that you were asked about certain requests (see Displaying request inquiries) Answer questions that you were asked about certain requests (see Answering inquiries about requests)

Pending attestations (page description)

Open the Pending Request page, by navigating through to Request > My actions > Pending requests.

Many requests go through a manual approval process in order to ensure the correct assignment of products. For more information about requests, see Pending requests.

On the Pending Attestations page, you can:

Display all requests that you can approve (see Displaying pending requests)
Grant or deny requests (see Approving and denying requests)
Make inquiries about requests if the information is insufficient to make an approval decision (see Sending inquiries about pending requests)
Add other approvers that can approve requests (see Appointing additional approvers to pending requests)
Reroute request approvals to other identities (see Rerouting approvals of pending requests)
Delegate request approvals to other identities (see Delegating approvals of pending requests to other identities)
Pass request approvals to the fallback approver or the chief approval team (see Escalating approvals of pending requests)
Change the priority of requests (see Changing priority of pending requests)
Confirm terms of use of products requested for you (see Confirming terms of use)
Add more products to existing requests (see Adding more products to pending requests)
Cancel requests (see Canceling pending requests)
Revoke requests' hold status (see Revoking hold status of pending requests)

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

Table 101: Controls
Control	Description
Approve	Use this button to approve the product request (see Approving and denying requests).
Deny	Use this button to deny the product request (see Approving and denying requests).
Approve all	Use this button to approve the all the product requests shown (see Approving and denying requests).
Deny all	Use this button to deny the all the product requests shown (see Approving and denying requests).
Next	Opens the Pending Requests – Approvals (see Pending requests – Approvals). 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 102: Controls in the details pane of a product
Control	Description
Withdraw request	Use this button to approve the product request (see Canceling pending requests.
Revoking hold status	Use this button to release the request for approval again so that it can be processed by the approvers (see Revoking hold status of pending requests).
Withdrawing additional approval	If you have appointed an additional approver for this product request (see Appointing additional approvers to pending requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers of pending requests).
Recall last question	Use this button to recall the question that you asked another identity about the product request (see Deleting inquiries about pending requests).
Display the identity's entitlements	Use this button to specify which modifications to make to the effective date of change (see Approving new managers' pending requests).
more > Send inquiry	Use this function to send an inquiry to an identity about the product request (see Sending inquiries about pending 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 pending 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 approvals of pending requests).
more > Add approver	Use this action to add an additional approver to share the approval decision about the request (see Appointing additional approvers to pending requests). You can revoke this action in the approval history (see Removing additional approvers of pending requests).
more > Delegate approval	Use this action to delegate the approval decision about the request to another identity (see Delegating approvals of pending requests to other identities)(see Delegating approvals of escalated requests to other identities).
more > Reject approval	Use this action to reject the product request (see Rejecting request approval). The approval decision is returned to the original approver.
more > Escalate approval	Use this action to escalate the approval of this product request such that a fallback approver or member of the chief approval team can make the approval decision for this request (see Escalating approvals of pending requests).
more > Change priority	Use this action to change the priority of the product request (see Changing priority of pending requests).

Table 103: 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.
Compliance: Displays possible rule violations for this request.

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Identity Manager 8.2.1 - Web Designer Web Portal User Guide

Saved for Later list (page description)

Details (page description)

My actions (page description)

Pending attestations (page description)