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Creating a pre-defined request

To create a pre-defined request:

  1. Click Manage the system > Workflow > Pre-defined requests .

  2. Click Add new…

  3. Type a unique ID and Description .

  4. Determine whether the pre-defined request is Enabled for use by end users.

  5. Enable Accessible to requesters if you want the pre-defined request to be available to requesters outside of certification and reports.

  6. Enable Accessible from report if you want the pre-defined request to be available in the Manage reports (rpt) module.

  7. Enable Accessible from certification if you want the pre-defined request to be available for certification remediation.

    Enabling this will reveal the Remediation type option, allowing you to select which types of remediation the pre-defined request can be used for.

  8. Type a Help URL if you want to provide a longer description for users.

    You can compose and post a web page that describes this request further, and enter its URL here. Users can open the URL by clicking the request description text wherever the text appears in the user interface.

  9. Enable Authorizer must approve/deny each entitlement if you want the assigned authorizers to approve/deny each entitlement.

  10. Determine the Intended recipients.

    This determines where the request can be accessed (if it is accessible to requesters) and which types of certification remediation this request will be available for (if it is accessible to certification).

    If the request is enabled, and accessible to requesters, and the intended recipients are:

    • Existing users, the request is available to users via the Requests links on the main menu or, if you set the Subject field to ”Managed groups”, the request is available via the Groups link on the main menu (see the next step).

    • New users, the request is available to users via the Create a new user profile link on the main menu.

    • Existing and new users, the request is available via any of the above.

    • Existing groups, the request is available to users via the Groups link on the main menu.

    • New groups, the request is available to users via the Groups link on the main menu.

    • Non-user-based, the request is available to users via the Use pre-defined requests for custom operations link on the main menu.

    • Network resources, the request is available to users via the Request access to network resources link on the main menu.

    • Existing configuration object, requests that serve only to create configuration in the product instance.

    • New configuration object, requests that serve only to create configuration in the product instance.

  11. If the intended recipients are Existing users , Existing configuration object , or New configuration object , select a Subject.

  12. If the intended recipients are Existing users (with the Subject field set to Managed groups) or Existing groups , determine the Applicable subject selection.

    This controls whether the request is displayed based on how many groups are selected in the Groups app. Assuming the user has appropriate access to the request, ”Single subject” makes the request available if exactly one group is selected. ”Multiple subjects” makes the request available if two or more groups are selected.

  13. If the intended recipients are Existing groups , enable Authorizer must approve/deny each entitlement as applicable.

  14. Enter Instructions if you want to provide users with additional information.

    These instructions will be presented to users after they select the pre-defined request.

  15. Click Add.

Next:

Define operations that are part of the pre-defined request.