Approval processes for attestation cases
All attestation procedures are subject to a defined approval process. During this approval process, authorized employees grant or deny approval for attestation objects. You can configure this approval process in various ways, and therefore customize it to meet your company policies.
You define approval policies and approval workflows for approval processes. Specify the approval workflows to apply to the attestation cases in the approval policies. Use approval workflows to find out, which employees in which order, can grant or deny attestation. An approval workflow can contain several approval levels and several approval steps. A special approval procedure is used to determine the attestors in each approval step.
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Approval policies for attestations
One Identity Manager uses approval policies to determine the attestor for each attestation case.
To edit an approval policy
-
Select the Attestation > Basic configuration data > Approval policies category.
-
Select an approval policy in the result list and run the Change main data task.
- OR -
Click 
in the result list.
-
Edit the approval policy main data.
- Save the changes.
General main data of approval policies
Enter the following main data of an approval policy. If you add a new approval step, you must fill out the compulsory fields.
Table 18: General main data of approval policies
|
Approval policies |
Approval step name. |
|
Approval workflow |
Workflow for finding attestors.
Select any approval workflow from the menu or click to set up a new approval workflow. |
|
Mail templates |
Mail template used to create email notifications for granting, denying, extending, unsubscribing, or canceling an attestation or for giving notice of its expiry. |
|
Description |
Text field for additional explanation. |
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Default approval policies
One Identity Manager provides a default approval policy for default attestation of new users and recertification of all employees stored in the One Identity Manager database. Moreover, default approval policies are supplied through which different roles and system entitlements mapped in the Unified Namespace can be attested. You can use default approval policies for creating attestation policies in the Web Portal.
To edit default approval policies
- In the Manager, select the Attestation > Basic configuration data > Approval policies > Predefined category.
For detailed information about using default approval policies, see the One Identity Manager Web Designer Web Portal User Guide.
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