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Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Department history

The Web Portal allows you to display historical data of departments.

To do this, you have the following options:

Table 78: Historical data

View

Description

Events

Shows all events relating to the department, either on a timeline or in a table (see Displaying department history).

Status overview

This shows you an overview of all assignments. It also shows you how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between (see Displaying the status overview of departments).

Status comparison

You can select a date and display all the changes made from then until now. This also shows you what the value of the property was at the selected point in time and what the value is now (see Comparing statuses of departments).

Displaying department history

To track changes, you can display the history of departments either on a timeline or in a table.

To display the history

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Departments.

  3. On the Departments page, click the department whose history you want to display.

  4. In the Edit Department side panel, click on the History tab.

    This displays the timeline on the History tab.

  5. (Optional) To limit the events displayed on the timeline, you can perform the following actions:

    • To limit the events to a specific time period, use the From and To fields to specify a time period for the history to display.

    • To limit events to one specific type, click (Filter) and, next to the relevant type, select the check box.

    TIP: To select a date from the calendar, click (calendar).

    NOTE: If the From field is empty, the time at which the department was created is used. If the To field is empty, the current time is used.

  6. (Optional) To display the history in a table, click Show as table.

  7. (Optional) To reload the history, click Refresh.

Displaying the status overview of departments

You can display all the changes that affect departments. You can also display how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between.

To display the status overview

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Departments.

  3. On the Departments page, click the department whose status overview you want to display.

  4. In the Edit Department side panel, click on the History tab.

  5. On the History tab, select Status overview from the drop-down.

Comparing statuses of departments

You can compare the current state of a department with its state at another time.

To compare statuses

  1. In the menu bar click Data administration > Data Explorer.

  2. In the navigation, click Departments.

  3. On the Departments page, click the department whose status you want to compare.

  4. In the Edit Department side panel, click the History tab.

  5. On the History tab, select Status comparison in the drop-down.

  6. In the date field, select the date and time from which you want to start the comparison.

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