Identity Manager 8.2 - Web Designer Web Portal User Guide

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.

Requests overview (page description)

To open the Request overview page go to Request > My Actions > Pending Requests > Details pane > more > Show entire request.

The Request overview page provides an overview of all the products from a specific request and you can approve all the pending product requests (see Displaying and approving entire requests of pending requests).

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

Table 104: Controls
Control	Description
Add items to this request	Opens the Request page (see Request (page description)). Use this button to add more products to the corresponding request (see Adding more products to pending requests).
Approve all	Opens the Pending Requests – Approvals (see Pending requests – Approvals). Use this button to approve all pending product requests in this request (see Displaying and approving entire requests of pending requests.

Table 105: Controls in the details pane of a product
Control	Description
Cancel	Use this button to cancel the product request (see Canceling pending requests).

Table 106: Columns
Column	Description
Product	Shows the name of the product that was requested.
State	Shows the current status of the product. The following status' are possible: Assigned: The request was successful and the product was successfully assigned. Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The 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. Approved: The 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. Renew: The product was just renewed. Unsubscription: The product is being unsubscribed. Deny: The request was denied. In the details pane, on the Workflow tab, you can see when and why the request was denied. Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed: The request was unsubscribed. 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.
Recipient	Shows for whom the product was requested.
Shopping cart	Shows the request shopping cart from 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:

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.

Pending requests – Approvals

To open the Pending Requests – Approvals page go to Request > My Actions > Pending Requests > Make approval decision > Next.

After you have made your approval decisions on the Pending Requests page, you can save the approval on the Pending Requests – Approvals page so that they take effect (see Approving and denying requests). You can also enter reason for the approval decisions here.

The following tables give you an overview of the different functions and content on the Pending Requests – Approvals page.

Table 107: Controls
Control	Description
Reason for approvals	Here you can enter a reason for all approved product requests.
Standard reason	Here you can select one of the standard reasons saved in the system for all approved product requests.
Reason for denials	Here you can enter a reason for all denied product requests.
Standard reason	Here you can select one of the standard reasons saved in the system for all denied product requests.
Save	Use this button to save all the settings and approval decisions.
Back	Use this button to switch to the previous page. For example, to approve other product requests.

Table 108: Columns
Column	Description
Product	Shows the name of the product that was requested.
Recipient	Shows for whom the product was requested.
Valid from	Here you can specify from when the product is valid (see Changing priority of pending requests).
Valid until	Here you can specify until when the product is valid (see Changing priority of pending requests).
Reason	Here you can enter a reason for the decision. To do this, click on the link and, in the dialog, enter a reason or select one of the standard reasons.

TIP: You can show less data by using the column filters. For more information, see Filtering.

Approval history (page description)

To open the Approval history page go to Request > My actions > Pending requests (see Displaying approvals).

On the Approval History page, you can:

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)

If you only want to display approvals for a specific time period, use the filter function in the Request date column.

The following tables give you an overview of the various features and content on the Approval History page.

Table 109: Controls
Control	Description
Advanced search	The advanced search allows you to control which approvals are displayed: Approved by: Click Assign and select the identity whose approvals you want to display. Filter by request number: Enter the request number of the request you want to display. TIP: To find out the request number of a request, open the request history (see Displaying request history) and take the request number from the Shopping Cart column in the row of the corresponding product. Pending: Select this check box to display product requests that you have made an approval decision about but have not yet been approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed (state: Canceled, Denied, Unsubscribed). Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.

Table 110: Controls in the details pane of a product
Control	Description
Withdraw request	Use this button to withdraw the product request Canceling requests.
Withdrawing delegation	Use this button to withdraw the delegation of the approval (see Withdrawing delegations from pending requests). To do this, the request approval must have been transferred to another identity beforehand (see Delegating approvals of pending requests to other identities).
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).
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).
Revoke last decision	Use this option to undo the last approval decision you made about this request.

Table 111: Columns
Column	Description
Product	Shows the name of the product that was requested.
State	Shows the current status of the product. The following status' are possible: Assigned: The product request was successful and the product was successfully assigned. 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. 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. 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. Renewal: The product has been renewed (see Renewing products with limit validity periods). Unsubscription: The product is being unsubscribed (see Unsubscribing products). 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. Canceled: The product request was canceled or the system could not carry out the request (for example, because a 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. 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.
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:

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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