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Navigate My Tasks

When users log in to My Tasks, the first view or page they see is the My Requests page, shown by the below image.

The My Requests page of My Tasks

 

My Requests Page

The "My Requests" page displays a comprehensive list of access requests that have been processed through a workflow by either the logged-in user or by 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 disabled on relevant workflows), as well as those that require review by a designated approver. The requests can be initiated by the user 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, identify who can approve them, add comments, and track their progress through the approval process. 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:

Element

Description

Element

Description

App Sidebar

Allows users to seamlessly navigate from the My Tasks application to other EmpowerID applications

Filter 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

  • 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

  • Filter by Risk Level – View requests by the risk level associated with business requests

    • Very Critical

    • Critical

    • High Risk

    • Med Risk

    • Low Risk

    • No Risk

  • Filter by Audit – View requests by the audit associated with them

  • Advanced Search – View requests by name or Business Request Number

Grid and Card buttons

Allows users to change the view from the default grid view to a card view and vice versa.

Request View

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

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

Clicking on an item in the grid view opens the

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.

The To Do page of My Tasks

 

The To Do page features a grid showing records of access requests processed through a workflow for which the current user has the ability to approve. The grid displays a comprehensive list of all requests that require the user's approval, regardless of whether other users can also approve the tasks. Each approver of a request can see the request as a record in the Request View of the grid. 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:

Element

Purpose

Element

Purpose

App Sidebar

Allows users to seamlessly navigate from the My Tasks application to other EmpowerID applications

Filter 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

  • Business Request Type – View only those requests associated with a specific business request type gven to the business request by the requesting person

  • Requested By – View requests made by the current user, made by a specific person on behalf of the current user, or made by anyone

  • Subject Type – View requests for specific resource types, such as such as security groups

  • Filter By Item Type – View requests by specific request item types, such as adding an account to a group

  • Filter by Risk Level – View requests by the risk level associated with business requests

    • Very Critical

    • Critical

    • High Risk

    • Med Risk

    • Low Risk

    • No Risk

  • Filter by Audit – View requests by the audit associated with them

  • Advanced Search – View requests by name or Business Request Number

Grid and Card buttons

Allows users to change the view from the default grid view to a card view and vice versa.

Request View

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

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

 

All Page

The All page displays all business requests and business request items processed by the system. 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.