Attestors can be regularly notified of attestation cases that are pending. These regular notifications replace the individual prompts and attestation reminders that are configured in the approval step.
To send regular notifications about pending attestations
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Enable the QER | Attestation | MailTemplateIdents | RequestApproverByCollection configuration parameter in the Designer.
By default, a notification is sent with the Attestation - pending requests for approver mail template.
TIP: To use something other than the default mail template for these notifications, change the value of the configuration parameter in the Designer.
-
In the Designer, configure and enable the Inform approver about pending attestations schedule.
For detailed information, see One Identity Manager Operational Guide.
The hierarchical role manager and those responsible for system entitlements or system roles can view all pending attestation cases for this object in the Web Portal. If necessary, they can also send reminders to attestors of selected attestation objects.
To send notification about a specific attestation object
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In the Designer, set the QER | Attestation | MailTemplateIdents | RemindApproverByObject configuration parameter.
By default, notification is sent using the Attestation - remind approver of all open object attestations template.
TIP: To use something other than the default mail template for these notifications, change the value of the configuration parameter in the Designer.
Use the Web Portal to send notifications. For detailed information, see One Identity Manager Web Designer Web Portal User Guide.
When an attestation case is granted approval or denied it, other employees receive notification. Notification may occur after approval or denial of a single approval step or once the entire approval process is complete. You can specify the recipient of the notification as required by the company.
Attestation cases can be automatically granted or denied approval once a specified time period has been exceeded. Notification is sent in the same way in this case.
To set up the notification procedure
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Create custom mail templates for sending notification if attestation cases have been granted or denied approval.
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Create company-specific processes for notifications.
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If notification should be sent immediately after an approval decision is made for a single approval step, enter the following data on the Mail templates tab of the approval step.
Table 35: Properties of the approval step for notification
|
Mail template approved |
Mail template to be used for email notification when an approval step is approved. |
|
Mail template denied |
Mail template to be used for email notification when an approval step is denied. |
- OR -
If notification should be sent after the entire approval procedure is complete, enter the following data in the approval policy.
Table 36: Properties of an approval policy for notifications
|
Mail template approved |
Mail template to be used for email notifications when an attestation case is approved. |
|
Mail template denied |
Mail template to be used for email notifications when an attestation case is denied. |
Detailed information about this topic
If required, a delegator can receive notifications if the deputy or recipient of the single delegation has made an approval decision in an attestation case. A notification is sent once an employee has been determined as an attestor due to delegation and has made an approval decision for the attestation case.
To send a notification when the employee who was delegated an approval approves or denies the attestation.
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In the Designer, set the QER | ITShop | Delegation | MailTemplateIdents | InformDelegatorAboutDecisionAttestation configuration parameter.
By default, a notification is sent with the Delegation - inform delegator about decided attestation mail template.
TIP: To use custom mail templates for emails of this type, change the value of the configuration parameter.
Delegations are taken into account in the following default approval procedures.
Table 37: Delegation relevant default approval procedures
|
Department responsibilities |
DM, ED |
|
Cost center responsibilities |
PM |
|
Location responsibilities |
LM |
|
Business role responsibilities |
MO, OM, RM, RR |
|
Employee responsibilities |
CM, EM |
|
Memberships in business roles |
OR |
|
Memberships in application roles |
AA, AD, AL, AN, AO, AP, AR, AS, AT, AY, EN, EO, OA, SO |
Example
Jon Blogs is responsible for the R1 business role. He delegates his responsibility for the business role to Clara Harris. Clara Harris is herself responsible for R2 business role.
A member of R1 business role is to be attested. Jon Bloggs is established as an attestor through the OM - Manager of a specific role approval process. The attestation case is assigned to Clara Harris for approval through delegation. Jon Blogs is notified as soon as Clara Harris has made her approval decision for the attestation case.
A member of R2 business role is to be attested. Clara Harris is established as an attestor through the OM - Manager of a specific role approval process. No notification is sent because Clara Harris does not make the approval decision due to delegation.
For more information about delegating responsibilities, see the One Identity Manager IT Shop Administration Guide.
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