Searching Approval Tasks Managing Approval Tasks

9-4 Oracle Fusion Middleware Users Guide for Oracle Identity Manager ■ An approver might need to fill in some mandatory request information before approving the corresponding task. For this, the Task Details page displays the Additional Data From Approver section, where approver can fill in the required information. ■ An approver can explicitly add comments in task. All the request comments are displayed in the Request Comments tab in the Task Details page. You can also add comments indirectly while requesting for more information or submitting information on a task. For information about requesting for more information and submitting information, see Requesting for More Information on page 9-5 and Submitting Information on page 9-6 respectively.

9.1.3 Claiming a Task

If a task is assigned to a role, then all users who belong to that role view the task in their queue. You can claim a task that is assigned to the roles you have, and approve it later. For example, when a request is created to provision a laptop to a user, the request-level approval is configured to be provided by the requesters manager, and the operation-level approval is configured to be given by a user who is a member of the resource IT administrator group. Therefore, after the request-level approval is obtained, the request is submitted for operational-level approval. For this, the user who is a member of the resource IT administrators role must first claim the task to be able to approve or reject it later. To claim a task:

1. In the Welcome page of Oracle Identity Manager Self Service, click Tasks.

2. From the View Tasks Assigned To list, select Roles You Have. The tasks assigned

to the roles to which you are a member are displayed in the search results table. 3. Select the task that you want to claim.

4. From the Actions list, select Claim Task. A message is displayed stating that the

task has been claimed successfully.

9.1.4 Approving a Task

The Approval Tasks displayed in the Approvals table can be of the following two levels of approval: ■ Template Level ■ Request Level ■ Operational Level To approve a request level task that is assigned to you:

1. Go to Tasks, Approvals and click Search. As an approver, if you are expected to

provide some information before approving the task, then provide the information in the Additional Data From Approver section of the Task Details page. Note: the template level approval can fill values for attributes in the Additional Data From Approver. Managing Tasks 9-5 2. Select a request in the full tasklist view table.

3. From the Actions list, select Approve Task. The request is approved and is no

longer displayed in the full tasklist view table. To approve a operational level task that is assigned to you:

1. Go to Tasks, Approvals and click Search. The operational level requests are

displayed. 2. Select a request in the full tasklist view table.

3. From the Actions list, select Approve. The request is approved and is no longer

displayed in the full tasklist view table.

9.1.5 Rejecting a Task

To reject a request that is assigned to you:

1. Go to Tasks, Approvals and click Search.

2. Select a request in the full tasklist view table.

3. From the Actions list, select Reject Task. The system prompts you to enter

comments for rejecting the request.

4. Enter the comments and click Reject. The task is rejected and is no longer

displayed in the full tasklist view table. The comments that you enter here are recorded in the Request Comments section of the Task Details page.

9.1.6 Reassigning a Task

To reassign a request that is assigned to you:

1. Go to Tasks, Approvals and click Search.

2. Select a request in the full tasklist view table.

3. From the Actions list, select Re-Assign. The Re-Assign Task dialog box is

displayed. 4. Search and select the user or role to whom you want to reassign the task.

5. Click Re-Assign.

9.1.7 Requesting for More Information

An approver can request the Requester or some other user in Oracle Identity Manager for more information about the request associated with the task. After this action is performed, the task is converted to Request For Information RFI type of task Caution: If no information is provided before approving a task for which information is requested, then you are not allowed to approve the request until you provide some information in the Additional Data From Approver section. This is applicable only for fields that are marked as mandatory in the request dataset. Note: The functionality supported by Oracle Identity Manager task list is a subset of functionality offered by SOA human workflow component.