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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

Editing service categories

You can edit service items.

To edit a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, in the list, click the service category you want to edit.

  3. In the details pane, edit the service category's main data.

    Table 18: Service category main data

    Property

    Description

    Service category

    Enter a full, descriptive name for the service category.

    Description

    Enter a description for the service category.

    Parent service category

    To structure service categories hierarchically, click Assign/Change and then select the parent service category.

    Attestors

    Click Assign/Change and then select an application role. Members of this application role can approve attestation cases that affect the service category.

    Product owners

    Click Assign/Change and then select an application role. Members of this application role can edit the service category's main data. They can also be used as approvers in approval processes when requests for service items assigned to this service category.

    Approval policies

    Select the approval policy used to determine the approver when the service item is requested in the Web Portal.

    NOTE: The approval policy specified for a service category is inherited by all associated service items and all child service categories where this is not specified.

    Sort order

    Enter the way you want the service category's service items to be sorted.

    Picture

    Add a picture of the service category. Users see this picture when they make a request.

    NOTE: The service category's picture is inherited by all associated service categories and service items that do not have one themselves.

    Perform the following actions to do this:

    1. Click Add/Change.

    2. In the Picture dialog box, click Select Image.

    3. Select an image from your medium.

    4. Click Save.

    Service items

    Specify the products can be requested through the service category.

    Perform the following actions to do this:

    1. Click Assign/Change.

    2. Select the check box in front of the service item you want to assign to the service category.

      TIP: To remove a service item, deselect the relevant check box in front of the service item. To remove all service items, click Clear selection.

    3. Click Apply.

  4. Click Save.

Deleting service categories

You can delete existing service categories.

Before you can delete a service category, the following requirements must be met:

  • The service category is not predefined. Whether a service category is predefined, you can see from the description (see Displaying service categories).

  • Service items are no longer assigned to the service category. To remove service items, edit the service category and remove the assigned service items (see Editing service categories).

  • There are no longer child service categories under the service category. To assign child service categories under another service category or to remove them again, edit the corresponding child service category and remove or change the parent service category (see Editing service categories).

To delete a service category

  1. On the menu bar, click Setup > Service categories.

  2. On the Service Categories page, in the list, click the service category you want to delete.

  3. Click Delete service category.

  4. In the Delete Service Category dialog, confirm the prompt with OK.

Appendix: Attestation conditions and approval policies from attestation procedures

When attestation policies are created or edited (see Setting up attestation policies or Editing attestation policies), you specify attestation conditions and approval policies:

  • Attestation procedures specify which objects to attest. They define the properties of the attestation objects to attest.

  • There are different attestation conditions for each attestation procedure that you use to specify which objects to attest.

  • Attestors for each attestation case are determined by approval policies.

In the following chapter, you will find more information about the various attestation procedures and associated approval policies and attestation conditions.

Application role attestation

Application role properties are attested using the Application role attestation attestation procedure.

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