Requests overview (page description)
To open the Request overview page go to Request > My Actions > Pending Requests > Details pane > more > Show entire request.
The Request overview page provides an overview of all the products from a specific request and you can approve all the pending product requests (see Displaying and approving entire requests of pending requests).
The following tables give you an overview of the different functions and content on the Request overview page.
Table 105: Controls in the details pane of a product
|
Cancel |
Use this button to cancel the product request (see Canceling pending requests). |
Table 106: Columns
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product.
The following status' are possible:
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Assigned: The request was successful and the product was successfully assigned.
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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.
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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.
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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.
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Renew: The product was just renewed.
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Unsubscription: The product is being unsubscribed.
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Deny: The request was denied. In the details pane, on the Workflow tab, you can see when and why the request was denied.
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Canceled: The request was canceled. In the details pane, on the Workflow tab, you can see when and why the request was canceled.
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Unsubscribed: The request was unsubscribed. 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 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:
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Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
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Workflow: Displays the life cycle chronologically as from the time of request.
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Compliance: Displays possible rule violations for this request.
Pending requests – Approvals
To open the Pending Requests – Approvals page go to Request > My Actions > Pending Requests > Make approval decision > Next.
After you have made your approval decisions on the Pending Requests page, you can save the approval on the Pending Requests – Approvals page so that they take effect (see Approving and denying requests). You can also enter reason for the approval decisions here.
The following tables give you an overview of the different functions and content on the Pending Requests – Approvals page.
Table 107: Controls
|
Reason for approvals |
Here you can enter a reason for all approved product requests. |
|
Standard reason |
Here you can select one of the standard reasons saved in the system for all approved product requests. |
|
Reason for denials |
Here you can enter a reason for all denied product requests. |
|
Standard reason |
Here you can select one of the standard reasons saved in the system for all denied product requests. |
|
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 product requests. |
Table 108: Columns
|
Product |
Shows the name of the product that was requested. |
|
Recipient |
Shows for whom the product was requested. |
|
Valid from |
Here you can specify from when the product is valid (see Changing priority of pending requests). |
|
Valid until |
Here you can specify until when the product is valid (see Changing priority of pending requests). |
|
Reason |
Here you can enter a reason for the decision. To do this, click on the link 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.
Approval history (page description)
To open the Approval history page go to Request > My actions > Pending requests (see Displaying approvals).
On the Approval History page, you can:
If you only want to display approvals for a specific time period, use the filter function in the Request date column.
The following tables give you an overview of the various features and content on the Approval History page.
Table 109: Controls
|
Advanced search |
The advanced search allows you to control which approvals are displayed:
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Approved by: Click Assign and select the identity whose approvals you want to display.
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Filter by request number: Enter the request number of the request you want to display.
TIP: To find out the request number of a request, open the request history (see Displaying request history) and take the request number from the Shopping Cart column in the row of the corresponding product.
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Pending: Select this check box to display product requests that you have made an approval decision about but have not yet been approved (status: Request).
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Approved: Select this check box to display product requests that have been granted approval (status: Assigned).
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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 111: Columns
|
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 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.
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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.
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Renewal: The product has been renewed (see Renewing products with limit validity periods).
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Unsubscription: The product is being unsubscribed (see Unsubscribing products).
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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.
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Canceled: The product request was canceled 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.
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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.
Request inquiries (page description)
To open the Request Inquiries page go to Request > My Actions > Request Inquiries (see Displaying request inquiries).
On the Request Inquiries page, you can:
The following tables give you an overview of the various features and content on the Request Inquiries page.
Table 113: Columns
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product. |
|
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.
Revoke last decision