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Active Roles 7.4.3 - Web Interface User Guide

Getting Started Web Interface Basics Performing Management Tasks Using Approval Workflow

Completed tasks

The Completed view contains a list of your approval tasks that are completed and do not require approver action. Each task in the list is identified by a header area that provides basic information about the task such as a unique ID number of the task, who requested the operation that is subject to approval, when the task was created, and the target object of the operation. In the middle of a task’s header area is a section that contains the title of the task (Approve operation by default), a label indicating the status of the task, and summary information about the operation that was subject to approval. The header area also identifies the approver action that was applied to complete the task and the completion reason, if any, specified by the approver who completed the task.

The task’s header area contains the Examine task button allowing you to get detailed information about the task and review the object properties that were submitted for approval or changed by the approver who completed the task. Clicking the Examine task button displays a page containing a replica of the task’s header area and the following information sections:

  • Object properties 

    The contents of this section heavily depends upon configuration of the approval rule. Thus the approval rule may request the approver to enter additional information that must be added to the operation request. For example, when you approve the operation of creating a user account, you may have to supply certain properties of the user account in addition to those supplied by the administrator who requested creation of that user account. The values of the properties supplied by the approver are displayed in the fields under Supply or change the following properties.

    Normally, the approval rule is configured so that the approver is allowed to review the values of the object properties that were supplied or changed by the operation that is subject to approval. The approval rule may also be configured to allow the approver to change those property values. In either case, you can view them in the fields under Review the properties submitted for approval.

  • Approvers 

    This section displays a list of the user accounts or groups to which the approval task was assigned.

  • Approval progress 

    This section provides information on the date and time that the task was created, and whether the task was escalated to a higher approver level or reassigned (delegated) to other persons. If the task was escalated, you can view when escalation occurred and what caused escalation. If the task was reassigned (delegated), you can view who and when delegated the task and to whom the task was delegated.

    The Task completed sub-section indicates the date and time that the task was completed, identifies the approver who completed the task and the approver action that was applied to complete the task, and lists the values of the object properties that were supplied or changed by the approver.

  • Details 

    In this section you can view aggregated information about the approval task properties and configuration, and some details of the operation that was allowed or denied by the completed task. The Operation ID filed provides a link to a page where you can examine the operation in more detail.

Using “My Operations”

In the My Operations area, the Recent view lists your operation requests that are waiting for approval from other individuals, as well as those allowed (approved) or denied (rejected) by the approver. You can use this view to monitor the status of your requests. You also have the option to cancel any of your requests that are not yet approved or rejected.

Each operation listed in the Recent view is identified by a header area that provides basic information about the operation such as a unique ID number of the operation, when and by whom the operation was requested, and the target object of the operation. A section in the middle of the operation header contains a summary of the operation, operation status and an operation reason that was supplied when the operation was submitted for approval.

The operation summary identifies the operation type (such as Create user or Change user) and may provide information about the changes to the object properties that result from the operation. From the operation status you can tell whether the operation is waiting for approval (pending), allowed (completed), denied (rejected) or canceled. If a given operation is waiting for approval, you can remove the operation request by clicking the Cancel operation button.

The operation header contains the View operation details button allowing you to get detailed information about the operation and review the object properties that were submitted for approval or changed by the approver who allowed the operation. Clicking the Examine task button displays a page that contains a replica of the operation header and the following information sections under the operation header:

  • Properties changed during this operation 

    This section lists the object property values that were changed as a result of the operation, new values assigned to the properties, and identifies who made the changes.

  • Workflow activities and policy actions 

    This section provides detailed information about all policies and workflows that Active Roles performed when processing the operation request, including information about the approval tasks created as a result of approval workflow activities. For each approval task, you can view the status of the task along with aggregated information about the properties and configuration of the task.

    From the task status you can tell whether the task is waiting for completion (pending), completed to allow the operation or rejected to deny the operation. From the additional information about a task, you can identify, for instance, the approvers to whom the task is assigned, the due date of the task, the approver who allowed or denied the operation and what changes, if any, the approver made to the original operation request.

  • Operation details 

    This section contains additional information about the operation, including when and by whom the operation was requested, the target object of the operation, the current status of the operation, and the date and time that the record of the operation was last updated.

 

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