To open the Attestation Escalation Approval – Attestation policy page go to Attestation > Escalation > select attestation policy.
On the Attestation Escalation Approval – Attestation policy page, you can:
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Display escalated attestation cases (see Displaying escalated attestation cases)
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Display attestors for escalated attestation cases (see Displaying attestors of escalated attestation cases)
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Display object details to attest (see Displaying escalated attestation cases)
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Generate reports about objects to attest
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Send reminders to approvers (see Sending reminders about escalated attestation cases)
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Grant or deny attestation cases (see Granting or denying escalated attestation cases)
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Make inquiries about attestation cases if the information is insufficient to make an approval decision (see Submitting inquiries about escalated attestation cases)
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Reroute attestation case approvals to other identities (see Rerouting approvals of escalated attestation cases)
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Add other approvers that can approve attestation cases (see Appointing additional approvers to escalated attestation cases)
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Delegate attestation case approvals to other identities (see Delegating approvals of escalated attestation cases to other identities)
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Revoke attestation cases' hold status (see Revoking the hold status of escalated attestation cases)
The following tables give you an overview of the various features and content on the Attestations Escalation Approval – attestation policy page.
Control |
Description |
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Approve |
Use this button to grant the attestation approval (see Granting or denying escalated attestation cases). |
Deny |
Use this button to deny the attestation approval (see Granting or denying escalated attestation cases). |
Approve all |
Use this button to grant all attestations approval (see Granting or denying escalated attestation cases). |
Deny all |
Use this button to deny all attestations approval (see Granting or denying escalated attestation cases). |
View attestors for pending attestation cases |
Use this button to display all identities that still have to make approval decisions about attestation cases (see Displaying attestors of escalated attestation cases) and send them reminder mails (see Sending reminders about escalated attestation cases). |
Send reminder |
You can use this button to send reminder mails to all identities that still have attestation cases to approve on the current tab (see Sending reminders about escalated attestation cases). |
Next |
This opens the Attestation Escalation Approval – Approvals. Use this button to display an overview of all approvals made and set further options (see Granting or denying escalated attestation cases). As long as you have not made a decision (with the help of the previous buttons) this button is disabled. |
Control |
Description |
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Actions > Go to attested object |
Use this action to switch to an overview of the object to be attested (see Displaying escalated attestation cases). |
Actions > Send inquiry |
Use this action to send an inquiry to an identity about the attestation case (see Submitting inquiries about escalated attestation cases). |
Actions > Reroute approval |
Use this action to let another approval level make the approval decision about the attestation case. For example, if approval is required by a manager in a one-off case (see Rerouting approvals of escalated attestation cases). |
Actions > Add approver |
Use this action to add an additional approver to share the approval decision about the attestation case (see Appointing additional approvers to escalated attestation cases). |
Actions > Delegate approval |
Use this action to delegate the approval decision about the attestation case to another identity (see Delegating approvals of escalated attestation cases to other identities). You can revoke this action in the attestation history (see Withdrawing delegations from escalated attestation case approvals). |
Actions > Send a reminder mail |
Use this action to display all identities that can make approval decisions about the attestation case (see Displaying attestors of escalated attestation cases). Then you can send them reminder mails (see Sending reminders about escalated attestation cases). |
Withdraw additional approval |
If you have appointed an additional approver for this attestation case (see Appointing additional approvers to escalated attestation cases), use this button to revoke the action. Then you are the only approver of this attestation case again (see Removing additional approvers from escalated attestation cases). |
Revoking hold status |
Use this button to release the attestation case for approval again so that it can be processed by the approvers (see Revoking the hold status of escalated attestation cases). |
Report |
Use this button to generate a report about the object to attest. |
Show details |
You can use this button to display details about all the objects that are included in this attestation case (see Displaying escalated attestation cases). |
Column |
Description |
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Display name |
Shows the name of the object included in the attestation case. |
Attestation policy |
Shows the name of the attestation policy in use. |
State |
Shows the current status of the attestation case. The following status' are possible:
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New |
Shows whether the attestation case is new. It is possible that some of the attestation cases have existed for a while and have been approved several times. New cases have not been granted approval yet but might have been denied approval before. |
Due date |
Shows by when the attestation case must be completed. |
Risk index |
Show the attestation case's risk index. |
Approval |
Use these two buttons to make an approval decision about the attestation (see Granting or denying escalated attestation cases). TIP: If you have made all your approval decisions, click Next to open an overview page and save all the approvals. |
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 instance in the details pane. To do this, click the appropriate instance in the list.
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Information: Displays general information about the attestations case.
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Workflow: Shows the chronological lifecycle of the attestation case.
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Attestation policy: Shows further information about the attestation policy used.
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History: Shows the object's attestation history.