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Managing Time Restrictions and Just-In-Time Access: Organizations can enforce time restrictions on approvals to ensure that access is granted for a limited duration. Just-in-time access allows users to activate permissions only when needed.
Module Title: Advanced Business Request Types and Workflows
Understanding Business Request Types and Workflows
Overview of Business Request Types: Business request types are templates or categories used to automate and streamline various organizational requests. These requests can encompass actions such as user onboarding, access permissions, or resource provisioning.
Benefits of Business Request Types:
Workflow Streamlining: Business request types simplify and automate processes, reducing manual effort.
Consistency: They ensure standardized handling of requests and compliance with predefined approval processes.
Efficiency Gains: Automation of routine tasks saves time and resources.
Role of Approval Workflows: Approval workflows define the steps required for request approval, ensuring proper review by relevant stakeholders while maintaining security and compliance.
Purpose and Benefits of Business Request Types:
Tracking and Auditing: Business request types provide a structured way to track and audit requests, improving accountability.
Efficiency: By automating routine tasks, organizations can save time and resources.
Role of Approval Workflows in Request Processing: Approval workflows define the sequence of steps that a request must go through before it is approved or rejected. These workflows ensure that the appropriate stakeholders review and approve requests, maintaining security and compliance.
Configuring Business Request Types
Creating Custom Business Request Types: Organizations can create custom business request types tailored to their specific needs. These types define the nature of the request and the associated workflows.
Setting Up Approval Policies for Request Types: Approval policies determine the approval process for each request type. This includes specifying who needs to approve requests and the conditions under which approval is granted.
Differentiating Between Global and Item-Specific Approvals: Global approvals apply to all requests of a certain type, while item-specific approvals allow for variations in the approval process based on individual requests.
Advanced Workflow Configuration and Business Request Management
Approval Workflow Basics: Approval workflows define the steps and conditions required for request approval, ensuring compliance and proper review.
Business Request Generation: Exploring the options for generating business requests from workflows, including the "generate business request item" setting.