Pending attestations – approvals (page description)
To open the Pending Attestations – Approvals page go to Attestation > My Actions > Pending Attestations > Make decision > Next.
After you have made your approval decisions on the Pending Attestations page, you can save the approval decisions on the Pending Attestations – Approvals page so that they take effect. You can also enter reason for the approval decisions here.
The following tables give you an overview of the various features and content on the Pending Attestations – Approvals page.
Table 210: Controls
|
Reason for approvals |
Enter a reason for all approved attestations here. |
|
Standard reason |
Here you can select one of the standard reasons saved in the system for all approved attestations. |
|
Reason for denials |
Enter a reason for all denied attestations here. |
|
Standard reason |
Here you can select one of the standard reasons saved in the system for all denied attestations. |
|
Save |
Use this button to save all the settings and approval decisions. |
|
Back |
Use this button to switch to the previous page. For example, to approve other attestations. |
Table 211: Columns
|
Display name |
Shows you the name of the object to be attested. |
|
Attestation policy |
Shows the name of the attestation policy in use. |
|
Due date |
Shows by when the attestation case must be completed. |
|
Risk index |
Show the attestation case's risk index. |
|
Reason |
Here you can enter a reason for the decision. To do this, click on the button and, in the dialog, enter a reason or select one of the standard reasons. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
Attestation history (page description)
To open the Attestation History page go to Attestation > My actions > Attestation History.
On the Attestation History page, you can display all the attestation approval decisions that you or identities for which you are responsible have made (see Displaying attestation history).
The following tables give you an overview of the various features and content on the Attestation History page.
Table 212: Controls
|
Attestation Status |
The check boxes allow you to control which approvals are displayed:
-
Approved: Select this check box to display attestation cases that have been granted approval.
-
Pending: Select this check box to display attestation cases that you have made an approval decision about but have not yet been approved.
-
Not approved: Select this check box to display attestation cases that have been denied. |
|
View approvers for pending cases |
Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of pending attestation cases through the attestation history) and send them reminder mails. |
Table 214: Columns
|
Display name |
Shows the name of the object included in the attestation case. |
|
Attestation policy |
Shows the name of the attestation policy in use. |
|
State |
Shows the current status of the attestation case.
The following status' are possible:
-
Approved: The attestation case was approved.
-
Pending: The attestation case is not closed yet and must still be approved.
-
Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval. |
|
New |
Shows whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before. |
|
Due date |
Shows by when the attestation case must be completed. |
|
Risk index |
Show the attestation case's risk index. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.
-
Information: Displays general information about the attestations case.
-
Workflow: Shows the chronological lifecycle of the attestation case.
-
Attestation policy: Shows further information about the attestation policy used.
-
History: Shows the object's attestation history.
Attestation inquiries (page description)
To open the Attestation Inquiries page go to Attestation > My actions > Attestation Inquiries.
On the Attestation Inquiries page, you can perform the following actions in response to questions you have been asked about specific attestation cases:
The following tables give you an overview of the various features and content on the Attestation Inquiries page.
Table 216: Columns
|
Display name |
Shows the name of the object included in the attestation case. |
|
Attestation policy |
Shows the name of the attestation policy in use. |
|
State |
Shows the current status of the attestation case. |
|
New |
Shows whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before. |
|
Due date |
Shows by when the attestation case must be completed. |
|
Risk index |
Show the attestation case's risk index. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.
-
Information: Displays general information about the attestations case.
-
Workflow: Shows the chronological lifecycle of the attestation case.
-
Attestation policy: Shows further information about the attestation policy used.
-
History: Shows the object's attestation history.
Auditing (page description)
To open the Auditing page go to Attestation > Auditing.
On the Auditing page, you can display all the attestation cases in the system.
The following tables give you an overview of the various features and content on the Auditing page.
Table 217: Controls
|
Attestors |
Click Assign and select the identity whose attestation cases you want to display. |
|
Attestation state |
The check boxes allow you to control which approvals are displayed:
-
Approved: Select this check box to display attestation cases that have been granted approval.
-
Pending: Select this check box to display attestation cases that have not yet been approved.
-
Not approved: Select this check box to display attestation cases that have been denied. |
|
View attestors for pending attestation cases |
Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of pending auditing attestation cases) and send them reminder mails. |
Table 218: Controls in the attestation case's details pane
|
Actions > Go to attested object |
Use this action to switch to an overview of the object to be attested. |
|
Actions > Send a reminder mail |
Use this action to display all identities that can make approval decisions about the attestation case (see Displaying attestors of pending auditing attestation cases). send them reminder mails. |
|
 Viewing details
|
Use this button to show the details of the entire request used to request this product. |
|
Report |
Use this button to generate a report about the object to attest. |
Table 219: Columns
|
Display name |
Shows you the name of the object included in the attestation case. |
|
Attestation policy |
Shows you the name of the attestation policy in use. |
|
State |
Shows you the current status of the attestation case.
The following status' are possible:
-
Approved: The attestation case was approved.
-
Pending: The attestation case is not closed yet and must still be approved.
-
Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval. |
|
New |
Shows you whether the attestation case is new. New cases have not been granted approval yet but might have been denied approval before. |
|
Due date |
Shows you by when the attestation case must be completed. |
|
Risk index |
Shows you the attestation case's risk index. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each instance in the details pane. To do this, click the appropriate instance in the list.
-
Information: Displays general information about the attestations case.
-
Workflow: Shows the chronological lifecycle of the attestation case.
-
Attestation policy: Shows further information about the attestation policy used.
-
History: Shows the object's attestation history.
