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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Managing inquiries about pending attestation cases

To gather information about pending attestation cases, you can send inquiries about them to any identity.

Once you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the attestation case is reserved for you, only you or the chief approval team can make an approval decision about the attestation case. You can withdraw the inquiry at any time. You can cancel the reservation at any time so that another approver can make approval decision about the attestation case.

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Detailed information about this topic

Submitting inquiries about pending attestation cases

Before you make an approval decision about an attestation case, you can send a question to an identity about it.

NOTE: Once you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the request is reserved for you, only you or the chief approval team can make an approval decision about the attestation case.

You can revoke the reservation with the following actions:

To send a inquiry about an attestation case

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case that you want to inquire about.

  4. In the View Attestation Case Details side panel, click Send inquiry.

  5. In the Send Inquiry side panel, in the Recipient of the inquiry drop-down, select the identity to which you want to send the inquiry.

  6. In the Inquiry field, enter your inquiry.

  7. Click Save.

To send a inquiry about multiple attestation cases

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation cases that want to inquire about, select the check box.

  4. Click Actions > Send inquiry.

  5. In the Send Inquiry side panel, in the Recipient of the inquiry menu, select the identity to which you want to send the inquiry.

  6. In the Inquiry field, enter your inquiry.

  7. Click Save.

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Withdrawing inquiries about pending attestation cases

If your issue with an attestation case has become irrelevant, you can withdraw your inquiry again. Once you have withdrawn the inquiry, the attestation case reservation is also revoked and all the original approvers can approve the attestation case again.

To withdraw and inquiry

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case that you inquired about.

  4. In the View Attestation Case Details side panel, click Withdraw inquiry.

  5. (Optional) In the Withdraw Inquiry side panel, in the Reason for your decision field, enter why you are withdrawing the inquiry.

  6. Click Save.

To withdraw multiple inquiries

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation cases that you have inquired about, select the check box.

  4. Click Actions > Withdraw inquiry.

  5. (Optional) In the Withdraw Inquiry side panel, in the Reason for your decision field, enter why you are withdrawing the inquiry.

  6. Click Save.

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Revoking reserved attestation cases

Once you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the attestation case is reserved for you, only you or the chief approval team can make an approval decision about the attestation case.

To release the attestation case again for attestation and to allow other approvers to edit it, you can revoke the reservation with the following actions:

To cancel an attestation case reservation

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Click the attestation case that you inquired about.

  4. In the View Attestation Case Details side panel, click Cancel reservation.

  5. (Optional) In the Cancel Reservation side panel, in the Reason for your decision, enter a reason for canceling the reservation.

  6. Click Save.

To cancel multiple attestation case reservations

  1. In the menu bar, click Attestation > Pending Attestations.

  2. (Optional) To control which attestations to display, on the Pending Attestations page, click (Filter) (see Using filters).

  3. Next to the attestation cases that you have inquired about, select the check box.

  4. Click Actions > Cancel reservation.

  5. (Optional) In the Cancel Reservation side panel, in the Reason for your decision, enter a reason for canceling the reservation.

  6. Click Save.

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