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Identity Manager 9.3 - Attestation Administration Guide

Attestation and recertification
One Identity Manager users for attestation Attestation base data Attestation types Attestation procedure Attestation schedules Compliance frameworks Chief approval team Attestation policy owners Standard reasons for attestation Providing terms of use for attestation Attestation policies Sample attestation Grouping attestation policies Custom mail templates for notifications Suspending attestation Automatic attestation of policy violations
Approval processes for attestation cases
Approval policies for attestations Approval workflow for attestations Selecting attestors Setting up multi-factor authentication for attestation Prevent attestation by identity awaiting attestation Automatic acceptance of attestation approvals Phases of attestation Attestation by peer group analysis Approval recommendations for attestations Managing attestation cases
Attestation sequence Default attestations Mitigating controls for attestation policies Setting up attestation in a separate database Configuration parameters for attestation

Connecting approval levels

When you set up an approval workflow with several approval levels, you have to connect each level with another. You may create the following links.

Table 26: Links to approval levels

Link

Description

Approve

Link to next approval level if the current approval level was granted approval.

Deny

Link to next approval level if the current approval level was not granted approval.

Reroute

Link to another approval level to bypass the current approval.

Attestors can pass the approval decision through another approval level, for example, if approval is required by a manager in an individual case. To do this, create a connection to the approval levels to which the approval can be rerouted. This way, approvals can also be rerouted to a previous approval level, for example, if an approval decision is considered not to be well-founded. Starting from one approval level, more than one reroute can lead to different approval levels. The attestors select, in the Web Portal, which of these approval levels to reroute the approval to.

It is not possible to reroute approval steps with the approval procedures EX, CD, SB, or WC.

Escalation

Link to another approval level when the current approval level is escalated after timing out.

If there are no further approval levels after the current approval level, the attestation case is considered approved if the approval decision was to grant approval. If approval is not granted, the attestation case is considered to be finally denied. The attestation procedure is closed in both cases.

Copying approval workflows

You can copy default approval workflows in order to customize them.

To copy an approval workflow

  1. In the Manager, select the Attestation > Basic configuration data > Approval workflows category.

  2. Select an approval workflow in the result list and run the Change main data task.

  3. Select the Copy workflow task.

  4. Enter a name for the copy.

  5. Click OK to start copying.

    - OR -

    Click Cancel to cancel copying.

  6. To edit the copy immediately, click Yes.

    - OR -

    To edit the copy later, click No.

Deleting approval workflows

The approval workflow can only be deleted if it is not assigned to an approval policy.

To delete an approval workflow

  1. Remove all assignments to approval policies.

    1. Check to which approval policies the approval workflow is assigned.

    2. Go to the main data form for the approval policy and assign a different approval workflow.

  2. In the Manager, select the Attestation > Basic configuration data > Approval workflows category.

  3. Select an approval workflow in the result list.

  4. Click .

  5. Confirm the security prompt with Yes.
Detailed information about this topic

The approval workflow overview

To obtain an overview of an approval workflow

  1. In the Manager, select the Attestation > Basic configuration data > Approval workflows category.

  2. Select the approval workflow in the result list.

  3. Select Approval workflow overview.

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