Identity Manager 8.2 - Web Designer Web Portal User Guide

To open the Request History page go to Request > My Requests > Request History (see Displaying request history).

On the Request History page, you can:

Display products that you have requested or other identities have requested for you (see Displaying request history)
Resubmit requests (see Resubmitting requests)
Cancel requests (see Canceling requests)
Revoke approval delegations (see Withdrawing delegations from pending requests)
Release requests for approval (see Revoking hold status of pending requests)
Withdraw additional approval (see Removing additional approvers of pending requests)
Recall last question asked (see Deleting inquiries about pending requests)

The following tables give you an overview of the various features and content on the Request History page.

Table 83: Controls
Control	Description
Advanced search	The advanced search allows you to control which product requests are displayed (see Displaying request history): Requests submitted by you for yourself: Select this check box to display product requests you placed yourself. Requests submitted by you for others: Select this check box to display product requests you placed for other identities. Requests submitted by others for you: Select this check box to display product requests other identities placed for you. Requests submitted by other users: Select this check box to display product requests placed by other identities that report to you. Filter by request number: Enter the request number of the request you want to display. pending: Select this check box to display product requests that are not yet approved (status: Request). Approved: Select this check box to display product requests that have been granted approval (status: Assigned). Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed (state: Canceled, Denied, Unsubscribed). Click Search to apply the filter criteria to the request history. Click Reset to reset the filter criteria to the default search.

Table 84: Controls in the details pane of a product
Control	Description
Submit again	Use this button to request the product again (see Resubmitting requests). After you enter a reason, the product will be added to your shopping cart and you can submit the request (see Submitting requests).
Cancel	Use this button to withdraw the selected product request (see Canceling requests). The button is only displayed if the product has the status Request.
Recall last question	Use this button to recall the question that you asked another identity about the product request (see Deleting inquiries about pending requests).
Withdrawing delegation	Use this button to withdraw the delegation of the approval (see Withdrawing delegations from pending requests). To do this, the request approval must have been transferred to another identity beforehand (see Delegating approvals of pending requests to other identities).
Withdrawing additional approval	If you have appointed an additional approver for this product request (see Appointing additional approvers to pending requests), use this button to revoke the action. Then you are the only approver of this product request (see Removing additional approvers of pending requests).
Revoking hold status	Use this button to release the request for approval again so that it can be processed by the approvers (see Revoking hold status of pending requests).

Table 85: Columns
Column	Description
Product	Shows the name of the product that was requested.
State	Shows the current status of the product request (see Approving and denying requests). The following status' are possible: Assigned: The product request was successful and the product was successfully assigned. Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for. Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow. Renewal: The product has been renewed (see Renewing products with limit validity periods). Unsubscription: The product is being unsubscribed (see Unsubscribing products). Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. . Canceled: The product request was canceled (see Canceling requests) or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled. Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.
Request date	Shows when the product was requested.
Recipient	Shows for whom the product was requested.
Shopping cart	Shows you the request number of the total request with which the product was requested.

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 product in the details pane. To do this, click the product in the list:

Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
Workflow: Displays the life cycle chronologically as from the time of request.
Compliance: Displays possible rule violations for this request.

Renewing or unsubscribing (page description)

To open the Renew or renew page go to Request > My Requests > Edit Requests.

On the Renew or Unsubscribe page, you can:

Extend the validity period of products (see Renewing products with limit validity periods)
Unsubscribe products (see Unsubscribing products)
Cancel active requests (see Canceling requests)
Escalate request approvals

The following tables give you an overview of the various features and content on the Renew or Unsubscribe page.

Table 86: Controls
Control	Description
Requests for	Shows you the identity whose products you are displaying. Use the Change button to select whose products you want to display.
Unsubscribe	Use this button to unsubscribe the selected product (see Unsubscribing products).
Renew	Use this button to renew the validity period of the selected product (see Renewing products with limit validity periods).

Table 87: Controls in the details pane of a product
Control	Description
Escalate request	Use this button to escalate the product request. If the approver responsible is not available for an extended period or has no access to Web Portal, then the fallback approver or member of the chief approval team can make an approval decision. The button is only displayed if the product can be escalated. For more information, see Escalated requests.
Show request	Opens the Request overview page (see Request overview ((page description))). Use this button to display the entire request used to request this product.
Withdraw request	Use this button to withdraw the selected product request (see Canceling requests). The button is only displayed if the product has the status Request.

Table 88: Columns
Column	Description
Valid until	Shows you when product expires.
Product	Shows you the product's name.
State	Shows the current status of the product. The following status' are possible: Assigned: The request was successful and the product was successfully assigned to you. Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Unsubscription: The product is being unsubscribed. In the details pane, on the Workflow tab, you can see the current position in the workflow.

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 product in the details pane. To do this, click the product in the list:

Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
Workflow: Displays the life cycle chronologically as from the time of request.
Compliance: Displays possible rule violations for this request.

Request overview ((page description))

To open the Request Overview page go to Request > My Requests > Edit Requests > Details pane > Show request (see Displaying and approving entire requests of pending requests).

The Request overview page provides an overview of all the products from a specific request.

The following table gives you an overview of the different functions on the Request overview page.

Table 89: Columns
Column	Description
Product	Shows the name of the product that was requested.
State	Shows the current status of the product. The following status' are possible: Assigned: The request was successful and the product was successfully assigned. Request: The request is still awaiting an approval decision (it is still in the workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow. Pending: The request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for. Approved: The request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow. Renew: The product was just renewed. Unsubscription: The product is being unsubscribed. Deny: The request was denied. In the details pane, on the Workflow tab, you can see when and why the request was denied. Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was canceled. Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed.
Request date	Shows when the product was requested.
Recipient	Shows for whom the product was requested.
Shopping cart	Show the request shopping cart from which the product was requested.

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 product in the details pane. To do this, click the product in the list:

Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
Workflow: Displays the life cycle chronologically as from the time of request.
Compliance: Displays possible rule violations for this request.

Shopping Cart Templates (page description)

To open the Cart Templates page go to Request > My Requests > Maintain Templates (see Displaying request templates).

On the Cart Templates page you can perform the following actions for your own or system-wide request templates:

Show request templates (see Displaying request templates)
Create request templates (see Creating request templates)
Share request templates with other identities (see Publishing request templates)
Edit request templates (see Editing request templates)
Delete request templates (see Deleting request templates)

For more information about requesting from an request template, see Requesting from templates.

The following table gives you an overview of the various features on the Cart Templates page.

Table 90: Controls
Control	Description
Expand	Use this button to display the contents of the request template.
Edit	You can use this button to add additional information to the request template (see Adding additional information to request templates) or share the request template with other identities (see Publishing request templates).
Delete	You can use this button to delete the request template (see Deleting request templates) or remove individual products from the template (see Removing products from request templates).

Table 91: Templates – status
Status	Meaning
	This template has not been approved yet. A decision about publishing it still pending.
	The template is marked for public use but was not published yet.
	The template has been released for publication and can be used by other identities.

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Identity Manager 8.2 - Web Designer Web Portal User Guide

Request history (page description)

Renewing or unsubscribing (page description)

Request overview ((page description))

Shopping Cart Templates (page description)