Searching Requests

Context

You can use the functions on the Search Request screen to create a report that lists requests, request type, priority, status, and due date, among other information. You can also use Search Request to open a specific request, to display request administration information, to display the audit log for a request, and to cancel a request instance or to make other changes, as allowed by your configuration.

.

Procedure

  1. Choose Start of the navigation pathAccess Management Next navigation step Access Request Administration Next navigation step Search RequestsEnd of the navigation path.

    The Search Request screen opens.

  2. Specify the search criteria.

    Do the following:

    1. Choose the object type using the first dropdown list.

    2. Choose the operator using the second dropdown list, from among the following:

      • is

      • is not

      • starts with

      • contains

    3. Type or select the value in the third field.

    4. Optionally, add a line to the search criteria by choosing the plus (+) pushbutton and specifying the appropriate fields. Alternatively, remove a line from the search criteria by choosing the corresponding minus (-) pushbutton.

  3. Optionally, save the search criteria as a variant by typing a name in the Save Variant as field and choosing Save.
  4. Choose Search.

    The search results appear in the table.

  5. To display the audit log, choose Audit Log. The Audit Log screen opens.

    You can choose to expand or collapse the audit log entries and to print the log.

  6. To display the instance status, select a request in the table and choose Instance Status. The Access Request Search screen opens showing the instance details.
  7. To open a specific request, select the request in the table. The Approve Access Request screen opens.

    You can view the following request details by choosing the corresponding tab:

    • User Access

    • Risk Violations

    • User Details

    • Audit Log

    • Comments

    • Attachments

  8. To display request administration information, select a request in the table and choose Administration. The Request Administration screen appears.

    The table at the bottom of the screen shows all paths for the request. Choose a path link to display a screen that allows you to approve the corresponding request.

  9. To cancel an instance, select the request in the table and choose Cancel Instance. A confirmation dialog appears.

    Choose Yes to cancel the workflow instance; choose No to dismiss the dialog without canceling the instance.

    You can also choose to abort the instance in the dialog that appears.