Managing inquiries about pending attestation cases
To gather information about pending attestation cases, you can send inquiries about them to any identity.
Once you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the attestation case is reserved for you, only you or the chief approval team can make an approval decision about the attestation case. You can withdraw the inquiry at any time. You can cancel the reservation at any time so that another approver can make approval decision about the attestation case.
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Detailed information about this topic
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 you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the request is reserved for you, only you or the chief approval team can make an approval decision about the attestation case.
You can revoke the reservation with the following actions:
To make an inquiry
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In the menu bar, click Attestation > My Actions.
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In the menu bar, click Attestation > Pending Attestations.
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(Optional) On the Pending Attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestations, click the attestation case in the list that you want to inquire about.
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In the details pane, click Actions > Send inquiry.
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In the Submit an inquiry about this attestation case dialog, click the identity to which you want send the inquiry.
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In the Submit an inquiry about this attestation case dialog, enter your question in the Your question field.
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Click Save.
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Withdrawing inquiries about pending attestation cases
If your issue with an attestation case has become irrelevant, you can withdraw your inquiry again. Once you have withdrawn the inquiry, the attestation case reservation is also revoked and all the original approvers can approve the attestation case again.
To withdraw and inquiry
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In the menu bar, click Attestation > My Actions.
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In the menu bar, click Attestation > Pending Attestations.
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(Optional) On the Pending Attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestations page, click the attestation case in the list that you inquired about.
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In the details pane, click Recall last question.
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(Optional) In the Recall last question dialog, enter a reason for recalling the question.
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Click OK.
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Revoking reserved attestation cases
Once you have sent an inquiry about an attestation case, the attestation case is reserved for you (Hold status). As long as the attestation case is reserved for you, only you or the chief approval team can make an approval decision about the attestation case.
To release the attestation case again for attestation and to allow other approvers to edit it, you can revoke the reservation with the following actions:
To cancel a reservation
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In the menu bar, click Attestation > My Actions.
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In the menu bar, click Attestation > Pending Attestations.
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(Optional) On the Pending Attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestations page, click the attestation in the list with the inquiry that was answered.
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In the details pane, click Revoke hold status.
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In the Revoke hold status dialog, click OK.
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