When users log in to My Tasks, the first view or page they see is the My Requests page, shown below in Figure 1.
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My Requests Page
The "My Requests" page contains displays a comprehensive list of access requests (EmpowerID Operations) executed within that have been processed through a workflow by either the currently logged-in user – or by another person requesting resources for the current user – including operations for which the person is authorized to execute (when someone else requesting access on their behalf. The list includes operations that the user is authorized to perform without needing further approval (when the "Never Send for Approval" setting is set to false disabled on relevant workflows linked to the requests) and those requiring further ), as well as those that require review by a designated approver. Requests can include those requested The requests can be initiated by the user for themself or for another person (when that user is a manager of the person or has another delegation that gives them the right to do so). Users can view themselves or by someone else on their behalf, provided that person has the necessary delegation rights, such as being the user's manager. On this page, users can check the status of their requests, see identify who can approve them, add comments, and view how far along in track their progress through the approval process they are. Each request can be further drilled into to view the specific items . By clicking on each request, users can also access specific details about the items included in the request.
The My Requests page includes the following elements:
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| Allows users to seamlessly navigate from the My Tasks application to other EmpowerID applications |
Filter |
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Pane | The Filter pane provides filters to allow users to selectively filter the requests they see. |
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Myself – Displays all requests that the user initiated, including those initiated for other users.
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current user, or made by anyone Requested For – View requests the current user requested for themselves, requests they made for everyone, or requests they made for a specific person Approver – View requests where the approver is themselves, a specific person, or anybody, and where there is no approver. Show Only Pre-Approved – View requests that were automatically approved by the system based on the delegations granted to the user or specified by policy. Only shows requests when all items of the request meet the criteria for pre-approval. Filter By Status – Provides a filtered view of user requests based on their approval status
Request View Status Items: ▪ Not Ready – The business request has been submitted, but the engine has not completed processing for the request. ▪ Pending – The business request is pending approval at the global request level. ▪ Pending Item – The business request contains an item pending approval. ▪ Error – An error occurred in the request process. ▪ Approved – The business request has been approved, and all process steps have been completed for all request items. ▪ Rejected – The business request has been rejected. ▪ Canceled ▪ Completed – The business request has been processed through all approval and fulfillment stages. ▪ Expired – The timeframe for responding to the business request has passed, and the request is no longer valid. Item View Status Items: ▪ Not Ready – The business request item has been submitted, but the engine has not completed processing the request. ▪ Open – The business request item is open; it has not been acted upon by an approver. ▪ Approved – The business request item has been approved. ▪ Rejected – The business request item has been rejected. ▪ Completed – The business request item has been processed through all approval stages. Filter By Item Type – View requests by specific request item types, such as adding an account to a group Advanced Search – View requests by name or Business Request Number
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Grid and Card buttons | Allows users to change the view from the default grid view to a card view and vice versa. |
Request View |
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| Provides Search and Date filters as well as a grid view of |
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access requests (Business Requests) for which the user is an approver. Search – Allows users to filter tasks in the view by the name of the Business Request. Users can enter several letters beginning with the first letter of the Business Request to filter results. Created Between – Allows users to filter tasks in the view by Start Date or End Date. Entering a Start Date filters tasks to those created on or after the specified date. Entering an End Date filters tasks to those created on or before the specified date. The grid (or each card when using that display option) displays records with the following information:
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The Business Request Number The status of the request For whom the request was submitted By whom the request was submitted The created date
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Each record can be clicked to open a pane that contains an Overview of the request and a Process Steps view from which users can see how far along in the approval process the request is. Users can view and add comments here as well.
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Item View | Provides Search and Date filters as well as a grid view of the items in user access requests (Business Requests) for which the current user is an approver. Search – Allows users to filter tasks in the view by the name of the item. Users can enter several letters beginning with the first letter of the item to filter results. Created Between – Allows users to filter items in the view by Start Date or End Date. Entering a Start Date filters tasks to those created on or after the specified date. Entering an End Date filters tasks to those created on or before the specified date. Grid and Card buttons – Allows users to change the view from the default grid view to a card view and vice versa. The grid (or each card when using that display option) displays records with the following information: Status of the item The name of the item, such as "Add Person to Business Role and Location for Person: Hal Jordan in OrgRoleOrgZone: UI Developer in Columbus" The target resource For whom the request was submitted By whom the request was submitted The Business Request Name to which the item belongs The Business Request Number The date the request was created
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Each record can be clicked to open a pane that contains an Overview of the request and a Process Steps view from which users can see how far along in the approval process the request is. Users can view and add comments here as well.
To Do Page
Users navigate from the My Requests page to the To Do page by clicking My Requests and selecting To Do from the drop-down menu.
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The To Do page contains features a grid with that shows records of access requests (EmpowerID Operations) executed within processed through a workflow for which the current person is authorized to user has approval authorization. The grid displays a comprehensive list of all requests for which the person is an approverthat require the user's approval, regardless of who else whether other users can also approve the tasks. Each person with the ability to approve the request will see that approver of a request can see the request as a record in the Request View of the grid. Each request can be further drilled into to view the specific items By clicking on each request, users can access specific details about the items included in the request.
The To Do page includes the following elements:
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| Allows users to seamlessly navigate from the My Tasks application to other EmpowerID applications |
Filter |
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Pane | The Filter pane provides filters to allow users to selectively filter the requests they see. Show My Filters – Show or hide the Filter pane Requested By – View requests made by the current user, made by a specific person on behalf of the current user, or made by anyone Requested For – View requests the current user requested for themselves, requests they made for everyone, or requests they made for a specific person Filter By Item Type – View requests by specific request item types, such as adding an account to a group Advanced Search – View requests by name or Business Request Number
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Grid and Card buttons |
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| Allows users to change the view from the default grid view to a card view and vice versa. |
Request View |
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| Provides Search and Date filters as well as a grid view of access requests (Business Requests) for which the user is an approver. Search – Allows users to filter tasks in the view by the name of the Business Request. Users can enter several letters beginning with the first letter of the Business Request to filter results. Created Between – Allows users to filter tasks in the view by Start Date or End Date. Entering a Start Date filters tasks to those created on or after the specified date. Entering an End Date filters tasks to those created on or before the specified date. The grid (or each card when using that display option) displays records with the following information: The name of the request The Business Request Number The status of the request For whom the request was submitted By whom the request was submitted The created date
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Each record can be clicked to open a pane that contains an Overview of the request and a Process Steps view from which users can see how far along in the approval process the request is. Users can view and add comments here as well.
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Item View | Provides Search and Date filters as well as a grid view of the items in user access requests (Business Requests) for which the current user is an approver. Search – Allows users to filter tasks in the view by the name of the item. Users can enter several letters beginning with the first letter of the item to filter results. Created Between – Allows users to filter items in the view by Start Date or End Date. Entering a Start Date filters tasks to those created on or after the specified date. Entering an End Date filters tasks to those created on or before the specified date. Grid and Card buttons – Allows users to change the view from the default grid view to a card view and vice versa. The grid (or each card when using that display option) displays records with the following information: Status of the item The name of the item, such as "Add Person to Business Role and Location for Person: Hal Jordan in OrgRoleOrgZone: UI Developer in Columbus" The target resource For whom the request was submitted By whom the request was submitted The Business Request Name to which the item belongs The Business Request Number The date the request was created
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All Page
Users with the appropriate access will be able to navigate to the All page of the application. This page is an admin view that The All page displays all business requests and business request items processed by the system.
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. Depending on the access of the user viewing the page, the scope of business requests and business request items may be scoped to those relative to their person.
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