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Identity Manager 8.2 - Web Portal User Guide

General tips and getting started Requests
Requesting products Saved for Later list Pending requests Displaying request history Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing approvals
Attestation Responsibilities Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Appointing other approvers for pending requests

You can give an another identity the task of approving a product request. To do this, you have the following options:

  • Reroute approval
    You give the task of approving to another approval level (see Rerouting approvals of pending requests).

  • Appoint additional approver
    You can give an another identity the task of approving (see Appointing additional approvers to pending requests). The additional approver must make an approval decision in addition to the other approvers.
    The additional approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw an additional approver. For example, if the other approver is not available.

  • Delegate approval
    You delegate the task of approving to another approval level (see Delegating approvals of pending requests to other identities). This identity is added as approver in the current approval step and makes approval decisions on your behalf.
    The new approver can reject the approval and return it to you (see Rejecting request approval).
    You can withdraw a delegation and delegate another identity. For example, if the other approver is not available.

Rerouting approvals of pending requests

You can let another approval level of the approval workflow make the approval decision about a product. For example, if approval is required by a manager in a one-off case.

To reroute an approval

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click Details next to the request whose approval you want to reroute.

  3. In the View Request Details pane, click Reroute approval.

  4. In the Reroute approval pane, in the Select approval level menu, select the approval level you want to reroute to.

  5. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  6. Click Save.

To reroute multiple approvals

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, select the check boxes next to the requests whose approvals you want to reroute.

  3. Click (Actions) > Reroute approval.

  4. In the Reroute Approval pane, in the Select approval level menu, select the respective approval level to reroute to.

  5. (Optional) In the Reason for your decision field, enter a reason for rerouting.

  6. Click Save.

Appointing additional approvers to pending requests

You can give another identity the task of approving a product request. The additional approver must make an approval decision in addition to the other approvers.

To add an additional approver

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, click Details next to the request to which you want to add an additional approver.

  3. In the View Request Details pane, click Add approver.

  4. In the Add Additional Approver pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  5. In the Reason for your decision field, select a standard reason for adding an additional approver.

  6. Click Save.

To add an additional approver to multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, select the check boxes next to the requests to which you want to add an additional approver.

  3. Click (Actions) > Add approver.

  4. In the Add Additional Approver pane, in the Additional approver menu, select the identity that you want to act as an additional approver.

  5. In the Reason for your decision field, select a standard reason for adding an additional approver.

  6. Click Save.

Related topics

Removing additional approvers of pending requests

If you have given the task of approving a product request to another identity, you can remove this additional approver as long as the product has the status Request. Once the additional approver has been removed, the original approvers are the only approvers for this request and you can add a new additional approver.

To withdraw a request's additional approver

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, click Details next to the request to which you added an additional approver.

  3. In the View Request Details pane, click Withdraw additional approver.

  4. In the Withdraw Additional Approver pane, in the Reason for your decision pane, enter a reason for the withdrawal.

  5. Click Save.

To withdraw additional approver from multiple requests

  1. In the menu bar, click Requests > Pending requests.

  2. On the Pending Requests page, in the list, select the check boxes next to the requests to which you added an additional approver.

  3. Click (Actions) > Withdraw additional approver.

  4. In the Withdraw Additional Approver pane, in the Reason for your decision pane, enter a reason for the withdrawal.

  5. Click Save.

Related topics
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