Identity Manager 8.0 - Web Portal User Guide

Adding Approvers

In the Pending Attestations view, you can add approvers to attestations.

To add an approver

1. Mark an attestation case in the Pending attestations menu and select the action in the detailed content view, Add approver.
2. Select an approver from the dialog box and enter a reason.
3. Save your data.

Attestations for a Specific Object Type

You can view attestation cases for a specific object type in the Pending attestations menu.

To view attestation for a specific object type

1. Open Pending Attestations and click on an object type.

   This displays all the matching attestation policies for this object type.

   NOTE: How you proceed, depends on the object type you select.

2. Perform one of the following tasks.
   1. Proceed as follows, if you selected the object type Cost center.

      A list of your selected object types appears in the view.

      • Select your cost center.

        This displays the pending attestations for the selected cost center with the views Object attestation and All attestation cases.

   2. Proceeds as follows, if you select the object types People or Business Roles.

      A list of your selected object types appears in the view.

      • Select the object type for which you want to view the attestation, for example, "employee".

        The views Group memberships and All attestation cases are available from the Pending Attestations view.

3. Select the view you want.

   This displays a list of attestation for the selected view.

4. Mark the attestation you want to view in detail.

   In the detailed content view you see several tabs containing detailed information about attestation.

Viewing Authorized Employee

In the Pending Attestations, you can view the employees authorized to make approvals for an attestation case.

To view employees with approval authorization for an attestation case

1. Open the menu Pending Attestations and select one the following actions.
   1. Click on an object type.

      This displays all the matching attestation policies for this object type.

   2. Click View attestation policies.

      This displays all attestation policies.

2. Mark the desired case.

   This displays details of the selected case in the detailed content view.

3. Select the Workflow tab.

   This displays the current authorized approvers and approval authorized employees who have already made approvals.

Object Attestations History

In the Pending Attestations menu you can view previous attestations of an object.

To view previous attestation cases for an object

1. Open the menu Pending Attestations and select one the following actions.
   1. Click on an object type.

      This displays all the matching attestation policies for this object type.

   2. Click View attestation policies.

      This displays all attestation policies.

2. Mark the desired case.

   This displays details of the selected case in the detailed content view.

3. Select the History tab.

   This displays a list of the attestation cases that have already taken place for the selected object. You can get more information about each attestation case.