Submitting inquiries about pending attestation cases
Before you make an approval decision about an attestation case, you can send a question to an identity about it.
NOTE: Once an inquiry has been made about a n attestation case, it is given hold status in the approval workflow. Only the originator of the inquiry (or the chief approval team) can make an approval decision about an attestation case with hold status. You can revoke hold status with the following actions:
To make an inquiry
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In the menu bar, click Attestation > My Actions.
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On the My Actions page, click Pending Attestations.
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(Optional) On the Pending attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestations, in the list, click the attestation case that you want to inquire about.
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In the details pane, click Actions > Send inquiry.
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In the Submit an inquiry about this attestation case dialog, click the identity to which you want send the inquiry.
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In the Submit an inquiry about this attestation case dialog box, enter your question in the Your question field.
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Click Save.
Related topics
Deleting inquiries about pending attestation cases
If your problem with the request has become irrelevant, you can recall your question. Once the question has been deleted, the request is taken off hold and all the original approvers can approve the request again.
To delete an inquiry
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In the menu bar, click Attestation > My Actions.
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On the My Actions page, click Pending Attestations.
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(Optional) On the Pending attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestations page, click the attestation case in the list that you inquired about.
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In the details pane, click Recall last question.
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(Optional) In the Recall last question dialog, enter a reason for recalling the question.
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Click OK.
Related topics
Revoking the hold status of pending attestation cases
Once an inquiry has been made about an attestation case, it is given hold status in the approval workflow. Only the originator of the inquiry can make an approval decision about an attestation case with hold status.
You can cancel the hold status using the following actions:
To revoke an attestation case's hold status after the inquiry has been answered
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In the menu bar, click Attestation > My Actions.
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On the My Actions page, click Pending Attestations.
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(Optional) On the Pending attestations page, perform one of the following actions:
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To display a specific object, click on the corresponding tile and then the object.
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To display attestation cases by attestation policies, click Switch to policy view and then the attestation policy.
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(Optional) On the Pending Attestations page, click on a tab to display the corresponding attestation cases.
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On the Pending Attestation page, click the attestation in the list with the inquiry that was answered.
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In the details pane, click Revoke hold status.
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In the Revoke hold status dialog, click OK.
The request is taken off hold. This releases the request for approval and it can also be edited by other approvers.
Related topics
Displaying attestation history
You can obtain an overview of all the attestation cases relevant to you or identities that report to you, by displaying the attestation history.
To display the attestation history
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In the menu bar, click Attestation > My Actions.
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On the My Actions page, click Attestation History.
This opens the Attestation History page (see Attestation history (page description)).
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(Optional) To filter which attestation cases are displayed, select or deselect the check boxes next to Attestation state. For example, this allows you to show just pending attestation cases (no approval decision yet made).
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(Optional) To display details of an attestation case, click the attestation case whose details you want to display.
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(Optional) To show an object involved in an attestation case in detail, perform the following actions:
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In the list, click the attestation case.
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In the details pane, click Show details.
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In the Attested object dialog, select an object in the Object menu.
This shows information about the object.
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(Optional) Click View current state of the object
This opens an overview of the attestation.
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(Optional) To display all the identities that can approve the attestation case, perform the following actions:
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In the list, click the attestation case.
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In the details pane, click the Workflow tab.
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(Optional) To show previous attestation cases for the selected object, perform the following actions:
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In the list, click the attestation case.
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In the details pane, click the History tab.
This displays a list of the attestation cases that have already taken place for the selected object. You can get more information about each attestation case.
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