Main data – Identity (page description)
To open the Main data – Identity page go to Responsibilities > My Responsibilities > Identity > select identity > Main data.
On the Main data – Identity page, you can:
The following tables give you an overview of the different functions and content on the Main data – Identity page.
Table 277: Controls
|
Assign to new manager |
Opens the Assign to New Manager page (see An neuen Manager übergeben ).
Use this button to transfer the identity's responsibilities from themself to another manager (see Assigning other managers to my identities). |
|
Generate report |
Use this button to generate a report about the identity's data (see Creating reports about my identities). |
|
Save |
Use this button to save the changes to the main data. |
You can change the following main data.
Table 278: Identities main data
|
Personal data |
|
Last name |
Enter the identity's last name. |
|
First name |
Enter the identity's first name. |
|
Middle name |
Enter the identity's middle name. |
|
Date of birth |
Enter the identity's date of birth. Click the  (Calendar) to do this and use the date picker to select the date of birth. |
|
Personnel number |
Enter the identity's personnel number. |
|
Gender |
In the menu, select the identity's gender. |
|
Central user account |
Enter the name of the identity's central user account. |
|
Default email address |
Enter the identity's default email address. |
|
Organizational information |
|
Primary cost center |
Click Assign/Change and select the identity's primary cost center. |
|
Primary department |
Click Assign/Change and select the identity's primary department. |
|
External |
Select the check box if this is an external identity. |
|
Employee type |
In the menu, select what type of identity this is. For example, an identity of this company or a trainee. |
|
Entry date |
Enter the date the identity started at the company. Click the (Calendar) and use the date picker to select the starting date. |
|
Leaving date |
Enter the date that the identity leaves the company. Click the (Calendar) to do this and use the date picker to select the leaving date. |
|
Manager |
Shows you the identity's manager.
|
|
Temporarily disable until |
Select the check box to activate the identity at a later date then click the (Calendar) and use the date picker to select the date to activate the identity. |
|
Locational information |
|
Primary location |
Click Assign/Change and select the identity's primary location. |
|
Building |
Enter the building where the identity works. |
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Floor |
Enter which floor the identity works on. |
|
Room |
Enter the room the identity works in. |
|
Street |
Enter the road where the identity works. |
|
Zip code |
Enter the zip code of the identity's work location. |
|
City |
Enter the city where the identity works. |
Requests - Identity ((page description))
To open the Requests – Identity page go to Responsibilities > My Responsibilities > Identities > select identity > Requests.
On the Requests - Identity page you can view all the requests an identity has requested itself or that have been requested for them (see Displaying my identity requests).
The following tables give you an overview of the various features and content on the Requests – Identity page.
Table 279: Controls
|
Advanced search |
The advanced search allows you to control which product requests are displayed:
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Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves.
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Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities.
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Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity.
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Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility.
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Filter by request number: Enter the request number of the request you want to display.
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pending: Select this check box to display product requests that are not yet approved (status: Request).
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Approved: Select this check box to display product requests that have been granted approval (status: Assigned).
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Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.
Click Search to apply the filter criteria to the request history.
Click Reset to reset the filter criteria to the default search. |
Table 280: Columns
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product.
The following status' are possible:
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Assigned: The product request was successful and the product was successfully assigned.
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Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
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Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.
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Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.
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Renewal: The product has been renewed (see Renewing products with limit validity periods).
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Unsubscription: The product is in the process of being unsubscribed (see Unsubscribing products).
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Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .
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Canceled: The product request was canceled or the system could not carry out the request (for example, because an identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.
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Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed. |
|
Request date |
Shows when the product was requested.
TIP: If you only want to display products that were requested within a certain time period, click  Filtering: Request date next to the column header and select the appropriate options. |
|
Recipient |
Shows for whom the product was requested. |
|
Shopping cart |
Shows you the request number of the total request with which the product was requested. |
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:
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Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
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Workflow: Displays the life cycle chronologically as from the time of request.
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Compliance: Displays possible rule violations for this request.
Entitlements – Identity (page description)
To open the Entitlements – Identity page go to Responsibilities > My Responsibilities > Identities > select identity > Entitlements.
On the Entitlements – Identity page, you can:
The following tables give you an overview of the various features and content on the Entitlements – Identity page.
Table 281: Controls
|
Deleting memberships |
Use this button to delete selected entitlements (such as, membership in groups) (see Deleting my identities' entitlements). To do this, select the check box in front of the entitlement and click the button. |
Table 282: Columns
|
Entitlement |
Shows the entitlement's name. |
|
Object type |
Shows the entitlement type (for example, if it is a system role) |
|
Origin |
Shows how the entitlement was assigned. For example, the entitlement might have been assigned through a dynamic role. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
Delegations – Identity (page description)
To open the Delegations – Identity page go to Responsibilities > My Responsibilities > Identities > select identity > Delegations.
On the Delegations – Identity page, you can:
The following tables give you an overview of the various features and content on the Delegations – Identity page.
Table 285: Columns
|
Name |
Shows you the name of the object whose responsibility has been delegated. |
|
Delegator |
Shows you the name of the identity that created the delegation. |
|
Delegation recipient |
Shows you the name of the identity to which the responsibility was delegated. |
|
Assignment Method |
Shows you what type of delegated responsibility it is. For example, if you delegate responsibility through an identity, the criteria is Employee manager. |
|
Delete |
Use the buttons to select delegations that you want to delete later using Actions > Delete delegation (see Deleting my identities' delegations). |
TIP: You can show less data by using the column filters. For more information, see Filtering.
TIP: You can see more information about each action in the details pane.
Select button (see