Additional Tasks for Attestation Procedures

After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.

The Attestation Procedure Overview

The Attestation Procedure Overview

You can see the most important information about an attestation procedure on the overview form.

To obtain an overview of an attestation procedure

1. Select the category Attestation | Basic configuration data | Attestation procedures.
2. Select the attestation procedure in the result list.
3. Select Attestation procedure overview in the task view.

Assigning Approval Policies

Assigning Approval Policies

Use this task to assign the selected attestation procedure to the approval policies that should be used in this attestation procedure. All approval policies permitted for the attestation base object are listed.

To assign approval policies to attestation procedures

1. Select the category Attestation | Basic configuration data | Attestation procedures.
2. Select the attestation procedure in the result list.
3. Select Assign approval policies in the task view.
4. Double-click on the approval policy in Add assignments to assign it.

   – OR –

   Double-click on the approval policy in Remove assignments to remove the assignment.

5. Save the changes.

Which approval policies are permitted, depends on the approval procedures in use. Approval procedures dictate to which tables an approval procedure can be assigned.

Related Topics

• Specifying Permitted Approval Procedures for Tables

Creating a Copy

You can make copies of attestation procedures and those copies allow you to modify default attestation procedures.

To copy an attestation procedure

1. Select the category Attestation | Basic configuration data | Attestation procedures.
2. Select the attestation procedure in the result list.
3. Select Create copy in the task view.
4. Confirm the security prompt with Yes.

5. Decide whether the condition types should be copied for the attestation wizard in the Web Portal as well.

   Condition types are required if attestation policies are created and edited with the attestation wizard in the Web Portal. For more detailed information, see the .One Identity Manager Web Portal User Guide

6. Edit the attestation procedure copy and save the changes.

   The attestation procedure copy is displayed on the master data form with the name "<Name of original attestation procedure>(copy)". You can rename and edit this attestation policy.