All IT Shop requests are subject to a defined approval process. During this approval process, authorized employees grant or deny approval for the product assignments. You can configure this approval process in various ways and therefore customize it to meet your company policies.
You define approval policies and approval workflows for approval processes. Specify which approval workflows are going to be used for the request in the approval policies. Use approval workflows to specify which employee is authorized to grant or deny approval for the request at the time it was placed. An approval workflow can contain a number of approval levels, and this can, in turn, contain several approval steps, for example, when several management hierarchy layers need to give approval for a request. A special approval procedure is used to determine the approvers in each approval procedure.
In the default installation, different default approval policies are assigned to the Identity & Access Lifecycle shop. Therefore, requests from this shop are run through predefined approval processes. Assign an approval policy to the shop, the shelf or the service item of the Identity & Access Lifecycle shelf if requests from this shop should go through customized approval process.
Detailed information about this topic
One Identity Manager uses approval policies to determine the approver for each request process.
To edit an approval policy
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Select the IT Shop | Basic configuration data | Approval policies category.
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Select an approval policy in the result list and run the Change master data task.
- OR -
Click 
in the result list.
-
Edit the approval policy master data.
- Save the changes.
Enter the following master data for an approval policy. If you add a new approval step, you must fill out the compulsory fields.
Table 22: General master data for approval policies
|
Approval policies |
Approval policy name. |
|
Role type |
Role type to determine inheritance of approval policies within an IT Shop solution. Add the required role types in IT Shop | Basic configuration data | Roles types category. |
|
Priority |
An integral number with a maximum of one digit.
A priority is used to decided which approval policy should be used if several approval policies are found to be valid following the given rules. The highest priority has the largest number. |
|
Approval workflow |
Workflow for determining approvers when a product is requested.
Select any approval workflow from the menu or click to set up a new workflow. |
|
Renewal workflow |
Approval workflow for determining approvers when a product is renewed.
Select any approval workflow from the menu or click to set up a new workflow.
If no renewal workflow is specified, the approval workflow of the request is used when the request is renewed (UID_SubMethodOrderProduct). |
|
Cancellation workflow |
Approval workflow for determining approvers when a requested product is canceled.
Select any approval workflow from the menu or click to set up a new workflow.
If there is no cancellation workflow given, cancellation is approved immediately. |
|
Mail templates |
Mail template used for creating email notifications for granting or denying approval for a request and extended, expired, or canceled requests. |
|
Description |
Text field for additional explanation. |
Detailed information about this topic
One Identity Manager supplies service items by default. These approval policies are used in the Identity & Access Lifecycle shop approval processes. You can store mail templates with default approval policies for sending notifications during the request process and specifying a priority.
To edit default approval policies
