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Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Rerouting approvals of pending attestation cases

You can let another approval level of the approval workflow make the approval decision about an attestation case. For example, if approval is required by a manager in a one-off case.

To reroute an approval

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, click Details next to the attestation case whose approval you want to reroute.

  4. In the View Attestation Case Details pane, click Reroute approval.

  5. In the Reroute approval pane, in the Select approval level menu, select the approval level you want to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

To reroute multiple approvals

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases whose approvals you want to reroute.

  4. Click (Actions) > Reroute approval.

  5. In the Reroute Approval pane, in the Select approval level menu, select the respective approval level to reroute to.

  6. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  7. Click Save.

Appointing additional approvers to pending attestation cases

You can give an another identity the task of approving an attestation case. The additional approver must make an approval decision in addition to the other approvers.

To add an additional approver

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, in the list, click Details next to the attestation case to which you want to add an additional approver.

  4. In the View Attestation Case Details pane, click Add attestor.

  5. In the Add Additional Attestor pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

To add an additional approver to multiple attestation cases

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases to which you want to add an additional approver.

  4. Click (Actions) > Add attestor.

  5. In the Add Additional Attestor pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  6. In the Reason for your decision field, select a standard reason for adding an additional approver.

  7. Click Save.

Related topics

Removing additional approvers from pending attestation cases

If you have given the task of approving an attestation case to another identity, you can remove this additional approver as long as the attestation case has pending status. Once the additional approver has been removed, the original approvers are the only approvers for this attestation case and you can add a new additional approver.

To withdraw an attestation case's additional approver

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, click Details next to the attestation case to which you added an additional approver.

  4. In the View Attestation Case Details pane, click Withdraw additional attestor.

  5. In the Withdraw Additional Attestor pane, in the Reason for your decision pane, enter a reason for the withdrawal.

  6. Click Save.

To withdraw an additional approver from multiple attestation cases

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases to which you added an additional approver.

  4. Click (Actions) > Withdraw additional attestor.

  5. In the Withdraw Additional Attestor pane, in the Reason for your decision pane, enter a reason for the withdrawal.

  6. Click Save.

Related topics

Delegating approvals of pending attestation cases to other identities

You can delegate an approval decision about an attestation case to another identity.

To delegate an approval

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, click Details next to the attestation case whose approval decision you want to delegate to another identity.

  4. In the View Attestation Case Details pane, click Delegate approval.

  5. In the Delegate approval, in the Delegate to menu, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

To delegate approval of multiple attestation cases

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

  2. On the Pending Attestations page, perform one of the following actions:

    • To display attestation cases of a specific object, click (Filter) and in the context menu, select the corresponding object under Object type.

    • To display attestation cases of a specific attestation policy, click (Filter) and in the context menu, select the corresponding object under Attestation policy.

  3. On the Pending Attestations page, in the list, select the check boxes next to the attestation cases whose approval you want to delegate to another identity.

  4. Click (Actions) > Delegate approval.

  5. In the Delegate approval, in the Delegate to menu, select the identity to which you want to delegate the approval.

  6. In the Reason for your decision field, enter a reason for the delegation.

  7. Click Save.

Related topics
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