Various base data is required to construct an IT Shop:

• Processing status

  Processes statuses pass on the status of single approval steps. You can set the processing status for each approval step in the approval workflow depending on whether the approval decision was negative or positive. Depending on the result of the approval decision, the appropriate processing status is set for the request.

  For more information, see Processing status.

• Standard reasons

  Standard reasons are predefined reasons that can be selected in the Web Portal when making approval decisions.

  For more information, see Standard reason for requests.

• Approval policies

  One Identity Manager uses approval policies to determine the approver for each request process.

  For more information, see Approval policies for requests.

• Approval workflows

  Approval workflows define all the necessary steps for making approval decisions for request processes.

  For more information, see Approval workflows for requests.

• Approval procedure

  Approval procedures are used to find the approvers required for an approval step.

  For more information, see Setting up approval procedures.

• Mail templates

  Mail templates are used to send email messages to requesters and approvers.

  For more information, see Custom mail templates for notifications.

• Adaptive cards

  To allow approvers who temporarily do not have access to the One Identity Manager tools to approve requests, you can send adaptive cards.

  For more information, see Creating, editing, and deleting adaptive cards for requests.

• Role classes

  Use role classes to specify which company resources can be requested through the IT Shop. At the same time, you decide which company resources may be assigned as products to shelves and IT Shop templates.

  For more information, see Role classes for the IT Shop.

• Role types

  Role types are used to group roles into a role class. Within the IT Shop, role types can e used to group shop and to restrict the effective approval policies for a shelf.

  For more information, see Role types for the IT Shop.

• Business Partners

  In One Identity Manager, you can enter the data for external businesses that could be act as manufacturers, suppliers, or partners. You assign a manufacturer to a service item.

  For more information, see Business partners.

• Functional areas

  To analyze rule checks for different areas of your company in the context of identity audit, you can set up functional areas. Moreover, functional areas can be replaced by peer group analysis during request approvals or attestation cases. Functional areas can be assigned to service items.

  For more information, see Functional areas.

• Service categories

  Service categories are used to group service items and make them available in the Web Portal.

  For more information, see Entering service categories.

• Tags

  Product owners are able to add tags to their products. These tags can be used as search criteria by requests in the Web Portal.

  For more information, see Entering tags.

• Request properties

  Requests can be given additional information though product-specific request properties such as the specific details of a product, its size, or color. A request property gathers all additional features together that can be given when requesting a product.

  For more information, see Entering product-specific request properties.

• Chief approval team

  There is a default application role in One Identity Manager for the chief approval team. Assign employees to this application role, who are authorized to approve, deny, cancel requests, or to authorize other approvers in special cases.

  For more information, see Chief approval team.

• Product owners

  A default application role for product owners is available in One Identity Manager. Assign the employees to this application role, who are authorized to approve requests and edit the main data of service items or service categories.

  For more information, see Product owners.

• Attestors

  A default application role for attestors is available in One Identity Manager. Assign the employees to this application role, who are authorized to attest IT Shop structures.

  For more information, see Attestors.