Main data – Identity (page description)
To open the Main data – Identity page go to Responsibilities > Auditing > Identities > select identity > Main data.
On the Main data - Identity page, you can see and edit the identity's main data (see Displaying identity main data).
Enter the following main data:
Table 558: Identities main data
|
Personal data |
|
Last name |
Shows the identity's last name. |
|
First name |
Shows the identity's first name. |
|
Date of birth |
Shows the identity's date of birth. |
|
Personnel number |
Shows the identity's personnel number. |
|
Gender |
Shows the identity's gender |
|
Central user account |
Shows the name of the identity's central user account. |
|
Default email address |
Shows the identity's default email address. |
|
Organizational information |
|
Primary cost center |
Shows the cost center that the identity is primarily assigned to. |
|
Primary department |
Shows the department that the identity is primarily assigned to. |
|
External |
Identifies the identity as external. |
|
Employee type |
Identifies the identity as a company employee or a trainee (for example). |
|
Entry date |
Shows the date the identity started at the company. |
|
End date |
Shows the date that the identity leaves the company. |
|
Manager |
Shows the identity's manager. |
|
Temporarily disable until |
Shows whether the identity is temporarily deactivated (for example, due to leave, sickness or pregnancy). |
|
Locational information |
|
Primary location |
Shows the identity's primary location. |
|
Building |
Shows the building where the identity works. |
|
Floor |
Shows the floor the identity works on. |
|
Room |
Shows the room the identity works in. |
|
Street |
Shows the street where the identity works. |
|
Zip code |
Shows the zip code of the identity's work location. |
|
City |
Shows the city where the identity works. |
Requests - Identities ((page description))
To open the Requests – Identity page go to Responsibilities > Auditing > Identities > select identity > Requests.
On the Requests - Identity page you can see all the products an identity has requested or that have been requested for them (see Displaying identity requests).
The following tables give you an overview of the various features and content on the Requests – Identity page.
Table 559: Controls
|
Advanced search |
The advanced search allows you to control which product requests are displayed:
-
Requests submitted by the selected identity for itself: Select this check box to display product requests placed by the selected identity for themselves.
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Requests submitted by the selected identity for others: Select this check box to display product requests placed by the selected identity for other identities.
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Requests submitted by others for the selected identity: Select this check box to display product requests placed by other identities for the selected identity.
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Submitted requests in the selected identity's organization: Select this check box to display product requests placed in the selected identity's scope of responsibility.
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Filter by request number: Enter the request number of the request you want to display.
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pending: Select this check box to display product requests that are not yet approved (status: Request).
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Approved: Select this check box to display product requests that have been granted approval (status: Assigned).
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Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.
Click Search to apply the filter criteria to the request history.
Click Reset to reset the filter criteria to the default search. |
Table 560: Columns
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product.
The following status' are possible:
-
Assigned: The product request was successful and the product was successfully assigned.
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Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.
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Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.
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Renewal: The product has been renewed (see Renewing products with limit validity periods).
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Unsubscription: The product is being unsubscribed (see Unsubscribing products).
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Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .
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Canceled: The product request was canceled or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.
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Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed. |
|
Request date |
Shows when the product was requested.
TIP: If you only want to display products that were requested within a certain time period, click  Filtering: Request date next to the column header and select the appropriate options. |
|
Recipient |
Shows for whom the product was requested. |
|
Shopping cart |
Shows you the request number of the total request with which the product was requested. |
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 product in the details pane. To do this, click the product in the list:
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Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
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Workflow: Displays the life cycle chronologically as from the time of request.
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Compliance: Displays possible rule violations for this request.
Approvals – Identity (page description)
To open the Approvals – Identity page go to Responsibilities > Auditing > Identities > select identity > Approvals.
On the Approvals – identity page you can:
The information is divided into the following tabs:
-
Approvals
NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:
-
Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
-
Workflow: Displays the life cycle chronologically as from the time of request.
-
Compliance: Displays possible rule violations for this request.
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Exception approvals
TIP: On the following tabs, you can show other useful information about each rule violation in the pane. To do this, click the corresponding entry in the list.
-
Attestations
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.
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Policy violations
TIP: On the following tabs in the details pane, you can view other useful information about each rule violation. To do this, click the corresponding entry in the list.
-
Policy violation: Shows you general information about the policy violation.
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Object: Shows you general information about object that was violated the policy.
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Policy: Shows you general information about policy that was violated.
The following tables give you an overview of the various features and content on the Approvals – Identity page.
Table 561: Controls
|
Approvals tab |
|
Advanced search |
The advanced search allows you to control which product requests are displayed:
-
Filter by request number: Enter the request number of the request you want to display.
-
pending: Select this check box to display product requests that are not yet approved (status: Request).
-
Approved: Select this check box to display product requests that have been granted approval (status: Assigned).
-
Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed.
Click Search to apply the filter criteria to the request history.
Click Reset to reset the filter criteria to the default search. |
|
Attestation tab |
|
Attestation state |
The check boxes allow you to control which approvals are displayed:
-
Approved: Select this check box to display attestation cases that have been granted approval.
-
Pending: Select this check box to display attestation cases that you have made an approval decision about but have not yet been approved.
-
Not approved: Select this check box to display attestation cases that have been denied. |
|
View approvers for pending cases |
Use this button to display all identities that still have to make approval decisions about attestation cases and send them reminder mails (see Displaying attestors of identity pending attestation cases). |
Table 563: Columns
|
Approvals tab |
|
Product |
Shows the name of the product that was requested. |
|
State |
Shows the current status of the product.
The following status' are possible:
-
Assigned: The product request was successful and the product was successfully assigned.
-
Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.
-
Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.
-
Renewal: The product has been renewed (see Renewing products with limit validity periods).
-
Unsubscription: The product is being unsubscribed (see Unsubscribing products).
-
Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .
-
Canceled: The product request was canceled or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.
-
Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed. |
|
Request date |
Shows when the product was requested.
TIP: If you only want to display products that were requested within a certain time period, click Filtering: Request date next to the column header and select the appropriate options. |
|
Recipient |
Shows for whom the product was requested. |
|
Shopping cart |
Shows you the request number of the total request with which the product was requested. |
|
Exception approvals tab |
|
Rule violation |
Shows you the name of the violated rule. |
|
Approval state |
Shows you whether the exception was approved or denied.
The following status' are possible:
-
Exception granted: The exception was approved. In the details pane, on the Rule violation tab, you can see why the exception was granted approval.
-
Exception denied: The exception was denied. In the details pane, on the Rule violation tab, you can see why the exception was denied approval. |
|
Risk index (reduced) |
Shows you the risk index reduced by the mitigating control. |
|
Attestation tab |
|
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:
-
Approved: The attestation case was approved.
-
Pending: The attestation case is not closed yet and must still be approved.
-
Denied: The attestation case was denied. In the details pane, on the Workflow tab, you can see why the attestation case was denied approval. |
|
New |
Shows whether the attestation case is new. 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. |
|
Policy violations tab |
|
Violating object |
Show which object violated the policy. |
|
Policy |
Shows the name of the violated policy. |
|
State |
Shows you whether the exception was approved or denied.
The following status' are possible:
-
Exception granted: The exception was approved. In the details pane, on the Policy violation tab, you can see why the exception was granted approval.
-
Exception denied: The exception was denied. In the details pane, on the Policy violation tab, you can see why the exception was denied approval. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
Entitlements – Identity (page description)
To open the Entitlements – Identity page go to Responsibilities > Auditing > Identities > select identity > Entitlements.
On the Entitlements – Identity page, you can see the entitlements assigned to the cost center (see Displaying identity entitlements).
The following table gives you an overview of the various features and content on the Entitlements – Identity page.
Table 564: Columns
|
Entitlement |
Shows you the entitlement's name. |
|
Object type |
Shows you the entitlement type (for example, if it is a system role) |
|
Origin |
Shows you how the entitlement was assigned. For example, the entitlement might have been assigned through a dynamic role. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
