Identity Manager 8.2 - Web Designer Web Portal User Guide

NOTE: You only see the IT Shop escalation page if you are a fallback approver or member of the chief approval team.

Open the IT Shop Escalation Approval page by navigating through Request > Escalation.

If the are requests pending and the approver responsible is not available for an extended period or has no access to Web Portal, then the fallback approver or member of the chief approval team must make an approval decision. For more detailed information about the chief approval team, see the One Identity Manager IT Shop Administration Guide.

On the IT Shop Escalation Approvals page, you can:

Display all escalated requests that you can approve (see Displaying escalated requests)
Grant or deny requests (see Approving and denying escalated requests)
Make inquiries about requests if the information is insufficient to make an approval decision (see Submitting inquiries about escalated requests)
Add other approvers that can approve requests (see Appointing additional approvers to escalated requests)
Reroute request approvals to other identities (see Rerouting escalated requests' approvals)
Delegate request approvals to other identities (see Delegating approvals of escalated requests to other identities)
Change the priority of requests (see Changing priority of pending requests)
Add more products to existing requests (see Adding more products to escalated requests)
Cancel requests (see Canceling escalated requests)
Revoke requests' hold status (see Revoking hold status of escalated requests)

NOTE: To show requests, you must enter at least one filter option.

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

Table 121: Controls
Control	Description
Approve	Use this button to approve the product request (see Approving and denying escalated requests).
Deny	Use this button to deny the product request (see Approving and denying escalated requests).
Approve all	Use this button to approve the all the product requests shown (see Approving and denying escalated requests).
Deny all	Use this button to deny the all the product requests shown (see Approving and denying escalated requests).
Next	Opens the IT Shop escalation – Approvals (see IT Shop escalation - 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 122: Controls in the details pane of a product
Control	Description
Withdraw request	Use this button to approve the product request (see Canceling escalated 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 escalated requests).
Withdrawing additional approval	If you have appointed an additional approver for this product request (see Appointing additional approvers to escalated requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers from escalated requests).
Recall last question	Use this button to recall the question that you asked another identity about the product request (see Submitting inquiries about escalated requests).
Display the identity's entitlements	Use this button to specify which modifications to make to the effective date of change (see Approving new manager's escalated assignments).
more > Send inquiry	Use this function to send an inquiry to an identity about the product request (see Submitting inquiries about escalated 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 escalated 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 escalated requests' approvals).
more > Add approver	Use this action to add an additional approver to share the approval decision about the request (see Appointing additional approvers to escalated requests). You can revoke this action in the approval history (see Removing additional approvers from escalated requests).
more > Delegate approval	Use this action to delegate the approval decision about the request to another identity (see Delegating approvals of escalated requests to other identities).
more > Change priority	Use this action to change the priority of the product request (see Changing priority of escalated requests).

Table 123: 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.

Requests overview (page description)

To open the Request overview page go to Request > Escalation > 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 escalated requests).

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

Table 124: 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 escalated requests).
Approve all	Opens the IT Shop escalation – Approvals (see IT Shop escalation - Approvals). Use this button to approve all pending product requests in this request Displaying and approving entire requests of pending requests).

Table 125: Controls in the details pane of a product
Control	Description
Cancel	Use this button to cancel the product request (see Canceling escalated requests).

Table 126: 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.

IT Shop escalation - Approvals

To open the IT Shop escalation – Approvals page go to Request > Escalation > Make approval decision > Next.

After you have made your approval decisions on the IT Shop Escalation Approvals page, you can save the approval on the IT Shop Escalation – Approvals page so that they take effect (see Approving and denying escalated 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 IT Shop Escalation – Approvals page.

Table 127: 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 128: 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 escalated requests).
Valid until	Here you can specify until when the product is valid (see Changing priority of escalated 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.

Attestation (Menu description)

You can use attestation to test the balance between security and compliance within your company. Managers or others responsible for compliance can use the One Identity Manager attestation functionality to certify correctness of permissions, requests, or exception approvals either scheduled or on demand. Recertification is the term generally used to describe regular certification of permissions. One Identity Manager uses the same workflows for recertification and attestation.

There are attestation policies defined in One Identity Manager for carrying out attestations. Attestation policies specify which objects are attested when, how often, and by whom. Once an attestation is performed, One Identity Manager creates attestation cases that contain all the necessary information about the attestation objects and the attestor responsible. The attestor checks the attestation objects. They verify the correctness of the data and initiate any changes that need to be made if the data conflicts with internal rules.

Attestation cases record the entire attestation sequence. Each attestation step in an attestation case can be audit-proof reconstructed. Attestations are run regularly using scheduled tasks. You can also trigger single attestations manually.

Attestation is complete when the attestation case has been granted or denied approval. You specify how to deal with granted or denied attestations on a company basis.

You can use items on the Attestation menu to perform various actions and collect information. The following tables provide you with an overview of the menu items and actions that can be run here.

Table 129: Menu items
Menu	Menu item		Description
Attestation
	My attestation status		You can select the following actions: Display attestation cases that affect you (see Displaying your attestation cases) Display attestors for pending attestation cases (see Displaying attestors of my attestation cases) Send reminders to approvers (see Sending reminders for your own attestation cases)
	My actions
		Pending attestations	Make approval decisions about pending attestations.
		Attestation history	View all the approvals that you made about attestations.
		Attestation inquiries	Display and answer attestation inquiries submitted within the scope of an approval workflow.
	Auditing		Display all attestations.
	Governance administration
		Attestation runs	Display an attestation prediction and an overview of pending attestation cases.
		Attestation policy settings	Display or create attestation policies.
	Escalation		Make decisions about escalating attestations.

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