In EmpowerID routes , business requests submitted by users within your organization to you if you are a managerare directed to managers, resource ownerowners, or have been those delegated with the authority to respond to such requests. This creates generates a task for you to completerequiring your action. As a delegated responder, you have the ability capability to approve or reject business requests or delegate the decision-making to another authorized person individual within your organization. , ensuring a streamlined and efficient approval process.
Respond to business requests
Navigate to the My Tasks App portal for your organization.
In My Tasks, select To Do from the dropdown menu and search for the request you want to respond to.
Click the Pending Item link.
This opens the Card view for the task. From here, you can view details about the pending request and perform tasks, including:
View general information about the task, including where the task is in the approval process and functional access that would be granted if approved
View any potential functional access that would be granted by the request
Delegate the task View any current delegations associated with the request and delegate the approval to other people
View any potential risk violations that would occur if the request is approved
Approve the request
Reject the request
Image Removed
Image AddedViewing Risk Violations
If users submit business requests that
| Insert excerpt |
|---|
| IL:External Stylesheet |
|---|
| IL:External Stylesheet |
|---|
| nopanel | true |
|---|
|
| Easy html macro |
|---|
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|
| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n<style>\r\n .bd-example{\r\n border: none;\r\n }\r\n</style>\r\n<div class =\"bd-example\">\r\n<div class=\"accordion\" id=\"accordionExample\">\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingOne\">\r\n <button class=\"accordion-button\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseOne\" aria-expanded=\"true\" aria-controls=\"collapseOne\">\r\n Delegate Approval\r\n </button>\r\n </h2>\r\n <div id=\"collapseOne\" class=\"accordion-collapse collapse show\" aria-labelledby=\"headingOne\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To delegate approval tasks to other people, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Delegations</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Delegate</b> icon and select <b>Add Additional Approvers</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_Delegations_AddAditionalApprovers.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter the name of the person to whom you want to assign the task and then click the tile for that person.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_DelegationsPickpersonNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Click <b>Add Addtional Approvers</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_DelegationsPickPerson_AssignTaskNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Expand the <b>Plus (+)</b> symbol beside the delegation type you just made.\r\n <p>You should see the new delegation.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_Delegations_DelegationsDetailsNew.png\" style=\"padding: 10px;max-height: 600px\"/></p> </ol>\r\n <p class = \"bd-callout bd-callout-info\">You can view and assign delegations from the <b>Overview</b>\r\n and <b>Process Steps</b> tabs as well.</p>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingTwo\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseTwo\" aria-expanded=\"false\" aria-controls=\"collapseTwo\">\r\n Approve Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseTwo\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To approve requests, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Process Steps</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Decision</b> drop-down beside the request you want to approve and then select <b>Approve</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveSingleRequestNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter a comment in the <b>Add a decision comment</b> field and then click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveSingleRequest_SubmitNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <div class = \"bd-callout bd-callout-info\">\r\n <p>Before submitting a decision, you can clear it for any task by clicking the <b>Clear</b> button.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveRequest_ClearDecisionNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n </div>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingThree\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseThree\" aria-expanded=\"false\" aria-controls=\"collapseThree\">\r\n Reject Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseThree\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To reject requests, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Process Steps</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Decision</b> drop-down beside the request you want to reject and then select <b>Reject</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectSingleRequestNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter a comment in the <b>Add a decision comment</b> field and then click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectSingleRequest_SubmitNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <div class = \"bd-callout bd-callout-info\">\r\n <p>Before submitting a decision, you can clear it for any task by clicking the <b>Clear</b> button.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectRequest_ClearDecisionNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n </div>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n","javascript":"","css":""} |
|---|
|
|
| Insert excerpt |
|---|
| IL:External Stylesheet |
|---|
| IL:External Stylesheet |
|---|
| nopanel | true |
|---|
|