Rejecting approval of attestation cases
If you have been added to an attestation case as an additional approver the approval of the attestation case was passed to you, you can reject the approval and return the attestation case to the original approver.
To reject an approval
-
In the menu bar, click Attestation > My Actions.
-
On the My Actions page, click Pending Attestations.
-
(Optional) On the Pending attestations page, perform one of the following actions:
-
To display a specific object, click on the corresponding tile and then the object.
-
To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
-
(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
-
On the Pending Attestations page, in the list, click the attestation case that you do not want to make an approval decision about.
-
In the details pane, click Actions > Reject approval.
-
In the dialog, enter a reason for the rejecting.
-
Click Save.
Related topics
Submitting inquiries about pending attestation cases
Before you make an approval decision about an attestation case, you can send a question to an identity about it.
NOTE: Once an inquiry has been made about a n attestation case, it is given hold status in the approval workflow. Only the originator of the inquiry (or the chief approval team) can make an approval decision about an attestation case with hold status. You can revoke hold status with the following actions:
To make an inquiry
-
In the menu bar, click Attestation > My Actions.
-
On the My Actions page, click Pending Attestations.
-
(Optional) On the Pending attestations page, perform one of the following actions:
-
To display a specific object, click on the corresponding tile and then the object.
-
To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
-
(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
-
On the Pending Attestations, in the list, click the attestation case that you want to inquire about.
-
In the details pane, click Actions > Send inquiry.
-
In the Submit an inquiry about this attestation case dialog, click the identity to which you want send the inquiry.
-
In the Submit an inquiry about this attestation case dialog box, enter your question in the Your question field.
-
Click Save.
Related topics
Deleting inquiries about pending attestation cases
If your problem with the request has become irrelevant, you can recall your question. Once the question has been deleted, the request is taken off hold and all the original approvers can approve the request again.
To delete an inquiry
-
In the menu bar, click Attestation > My Actions.
-
On the My Actions page, click Pending Attestations.
-
(Optional) On the Pending attestations page, perform one of the following actions:
-
To display a specific object, click on the corresponding tile and then the object.
-
To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
-
(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
-
On the Pending Attestations page, click the attestation case in the list that you inquired about.
-
In the details pane, click Recall last question.
-
(Optional) In the Recall last question dialog, enter a reason for recalling the question.
-
Click OK.
Related topics
Revoking the hold status of pending attestation cases
Once an inquiry has been made about an attestation case, it is given hold status in the approval workflow. Only the originator of the inquiry can make an approval decision about an attestation case with hold status.
You can cancel the hold status using the following actions:
To revoke an attestation case's hold status after the inquiry has been answered
-
In the menu bar, click Attestation > My Actions.
-
On the My Actions page, click Pending Attestations.
-
(Optional) On the Pending attestations page, perform one of the following actions:
-
To display a specific object, click on the corresponding tile and then the object.
-
To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
-
(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
-
On the Pending Attestation page, click the attestation in the list with the inquiry that was answered.
-
In the details pane, click Revoke hold status.
-
In the Revoke hold status dialog, click OK.
The request is taken off hold. This releases the request for approval and it can also be edited by other approvers.
Related topics
