When an attestation case is granted approval or denied it, other employees receive notification. Notification may occur after approval or denial of a single approval step or once the entire approval process is complete. You can specify the recipient of the notification as required by the company.
Attestation cases can be automatically granted or denied approval once a specified time period has been exceeded. Notification is sent in the same way in this case.
To set up the notification procedure
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Create custom mail templates for sending notification if attestation cases have been granted or denied approval.
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Create company-specific processes for notifications.
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If notification should be sent immediately after an approval decision is made for a single approval step, enter the following data on the Mail templates tab of the approval step.
Table 36: Properties of the approval step for notification
|
Mail template approved |
Mail template to be used for email notification when an approval step is approved. |
|
Mail template denied |
Mail template to be used for email notification when an approval step is denied. |
- OR -
If notification should be sent after the entire approval procedure is complete, enter the following data in the approval policy.
Table 37: Properties of an approval policy for notifications
|
Mail template approved |
Mail template to be used for email notifications when an attestation case is approved. |
|
Mail template denied |
Mail template to be used for email notifications when an attestation case is denied. |
Detailed information about this topic
If required, a delegator can receive notifications if the recipient of the delegation has made an approval decision in an attestation case. A notification is sent once an employee has been determined as an attestor due to delegation and has made an approval decision for the attestation case.
To send a notification when the employee who was delegated an approval approves or denies the attestation.
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In the Designer, set the QER | ITShop | Delegation | MailTemplateIdents | InformDelegatorAboutDecisionAttestation configuration parameter.
By default, a notification is sent with the Delegation - inform delegator about decided attestation mail template.
TIP: To use custom mail templates for emails of this type, change the value of the configuration parameter.
Delegations are taken into account in the following default approval procedures.
Table 38: Delegation relevant default approval procedures
|
Department responsibilities |
DM, ED |
|
Cost center responsibilities |
PM |
|
Location responsibilities |
LM |
|
Business role responsibilities |
MO, OM, RM, RR |
|
Employee responsibilities |
CM, EM |
|
Memberships in business roles |
OR |
|
Memberships in application roles |
AA, AD, AL, AN, AO, AP, AR, AS, AT, AY, EN, EO, OA, SO |
Example
Jon Blogs is responsible for the R1 business role. He delegates his responsibility for the business role to Clara Harris. Clara Harris is herself responsible for R2 business role.
A member of R1 business role is to be attested. Jon Bloggs is established as an attestor through the OM - Manager of a specific role approval process. The attestation case is assigned to Clara Harris for approval through delegation. Jon Blogs is notified as soon as Clara Harris has made her approval decision for the attestation case.
A member of R2 business role is to be attested. Clara Harris is established as an attestor through the OM - Manager of a specific role approval process. No notification is sent because Clara Harris does not make the approval decision due to delegation.
For more detailed information about delegating responsibilities, see the One Identity Manager IT Shop Administration Guide.
Related topics
Email notifications can be sent to other employees when an attestation case is aborted. You can specify the recipient of the notification as required by the company.
To set up the notification procedure
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Create custom mail templates for sending notification if attestation cases have been aborted.
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Create company-specific processes for notifications.
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Enter the following data for the approval policy:
Mail template aborted: Mail template to be used for email notifications when an attestation case is aborted.
Detailed information about this topic
Email notifications can be sent to the attestation policy's owner when an attestation case is escalated.
To set up the notification procedure
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On the Mail templates tab of the approval step, enter the following data:
Mail template escalation: Attestation - Escalation
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Assign an owner to the attestation policies.
Related topics
