Chat now with support
Chat with Support

Identity Manager 9.3 - Web Portal User Guide

General tips and getting started Managing background processes Managing reports Managing security keys (WebAuthn) Requests
Setting up and configuring request functions Requesting products Managing the Saved for Later list Pending requests Displaying request history Displaying archived requests Sharing products with others Resubmitting requests Canceling requests Renewing products with limit validity periods Unsubscribing products Displaying approvals Undoing request approvals Managing request inquiries directed at you
Attestation
Managing attestations Managing attestation inquiries directed at you Displaying attestation history Managing your own attestation cases Managing pending attestations Revoking attestation case approvals
Compliance Managing risk index functions Responsibilities
Managing task delegations Ownerships Managing my responsibilities
Managing my departments Managing my application roles Managing my devices Managing my business roles Managing my identities Managing my cost centers Managing my multi-request resources Managing my multi requestable/unsubscribable resources Managing my resources Managing my software applications Managing my locations Managing my system entitlements Managing my system roles Managing my assignment resources Managing my team role
Managing responsibilities of my reports
Managing data
Managing departments Managing application roles Managing user accounts Managing business roles Managing identities Managing cost centers Managing multi-request resources Managing multi requestable/unsubscribable resources Managing resources Managing locations Managing system entitlements Managing system roles Managing assignment resources
Opening other web applications Managing tickets Statistics Appendix: Attestation conditions and approval policies from attestation procedures

Adding/removing recommended entitlements for my cost centers

To support the maintenance process, you can display suggestions for adding or removing cost center entitlements that you are responsible for and then implement the recommendations.

To display and implement entitlement recommendations for a cost center

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Cost centers.

  3. On the Cost Centers page, click the cost center whose entitlement recommendations you want to display.

  4. In the Edit Cost Center side panel, click the Entitlements tab.

  5. On the Entitlements tab, click Show recommended entitlements.

    This opens the View Recommended Entitlements side panel showing the recommended actions for the entitlements and the associated reasons.

  6. This opens the View Recommended Entitlements side panel, select the check box next to the recommendation that you want to implement.

  7. Click Perform recommended actions.

  8. In the Perform Recommended Actions dialog, confirm the prompt with Yes.

  9. If entitlements are to be added, perform the following actions:

    1. Close the Edit Cost Center side panel.

    2. In the menu bar, click Requests > Shopping cart.

    3. On the Shopping Cart page, click Submit.

      After the request has been granted approval, the entitlement is added to the cost center.

Related topics

Displaying my cost center rule violations

You can display the rule violations of cost centers for which you are responsible.

To display rule violations

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Cost centers.

  3. On the Cost Centers page, click the cost center whose rule violations you want to display.

  4. On the Edit Cost Center side panel, click the Rule Violations tab.

My cost center history

The Web Portal allows you to display historical data of cots centers for which you are responsible.

To do this, you have the following options:

Table 55: Historical data

View

Description

Events

Shows all events relating to the cost center, either on a timeline or in a table (see Displaying my cost center history).

Status overview

This shows you an overview of all assignments. It also shows you how long each change was valid for. Use the status overview to track when changes were made and by whom. This way, you not only see the initial and current status but you also see all the steps in between (see Displaying the status overview of my cost centers).

Status comparison

You can select a date and display all the changes made from then until now. This also shows you what the value of the property was at the selected point in time and what the value is now (see Comparing statuses of my cost centers).

Displaying my cost center history

To track changes, you can display the history of cost centers for which you are responsible either on a timeline or in a table.

To display the history

  1. In the menu bar, click Responsibilities > My Responsibilities.

  2. In the navigation, click Cost centers.

  3. On the Cost Centers page, click the cost center whose history you want to display.

  4. In the Edit Cost Center side panel, click the History tab.

    This displays the timeline on the History tab.

  5. (Optional) To limit the events displayed on the timeline, use the From and To fields to specify a time period for displaying the history.

    TIP: To select a date from the calendar, click (calendar).

    NOTE: If the From field is empty, the time at which the cost center was created is used. If the To field is empty, the current time is used.

  6. (Optional) To display the history in a table, click Show as table.

  7. (Optional) To reload the history, click Refresh.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating