Resetting Forgotten Password Oracle Fusion Middleware Online Documentation Library

9 Managing Tasks 9-1 9 Managing Tasks In the Welcome page of Oracle Identity Manager Self Service, when you click Tasks, the My Tasks page is displayed. This page displays the task instances of specific types. These types are associated with specific Oracle Identity Manager components. The task types are approvals, provisioning, and attestation. The My Tasks page can be used by both administrators and end-users. For example, an IT department personnel responsible for delivering a laptop to an employee may not be an Oracle Identity Manager administrator, but needs to view and change provisioning tasks. The following task types are supported in Oracle Identity Manager: ■ Approval tasks: These tasks are instantiated by request service and correspond to associated requests that are in the user or administrators queue to be approved. For more information about approval tasks, see Managing Approval Tasks on page 9-1. ■ Provisioning tasks: These tasks correspond to either pending manual provisioning tasks or failed automatic provisioning tasks in the user or administrators queue. For more information about provisioning tasks, see Managing Provisioning Tasks on page 9-8. ■ Attestation tasks: These tasks correspond to outstanding attestation process in the user or administrators queue. For more information about attestation tasks, see Managing Attestation Tasks on page 9-14.

9.1 Managing Approval Tasks

Oracle Identity Manager request service interacts with SOA Server to handle various aspects of human interaction in Oracle Identity Manager workflows. This request service is used to assign tasks to identities, such as users and roles. You can perform various operations upon tasks assigned to you. For example, you can approve, reject, or claim a task, or request for more information. The process flow in corresponding Oracle Identity Manager workflow is dependent on the outcome of given tasks. When a request is submitted, the request service initiates the approval as a task in Oracle SOA Server. This task is assigned to the approver. Further processing of this Note: Only approval tasks are fetched from Oracle Service Oriented Architecture SOA Server and rest of the tasks come from Oracle Identity Manager. See Also: Approval Workflows in the Oracle Fusion Middleware Developers Guide for Oracle Identity Manager for information information about approval workflows 9-2 Oracle Fusion Middleware Users Guide for Oracle Identity Manager request by request service remains pending, which is subject to the outcome of the corresponding task. The approver must be able to access the Approvals tab in the All Tasks section that lists all the tasks assigned to the approver. The approver can now act upon this task and set its outcome, for example, approve or reject. After the task outcome has been set, the request service resumes the processing of the request that is based on the task outcome. On successful submission of requests, the request service invokes request service, which creates Human Tasks in SOA and assigns them to users or roles in Oracle Identity Manager. Authenticated users can view the tasks waiting for action in the Approvals tab. When you click Tasks in Oracle Identity Manager Self Service, the Approvals tab is open by default. You can perform the following tasks in the Approvals tab: ■ Searching Approval Tasks ■ Viewing Task Details ■ Claiming a Task ■ Approving a Task ■ Rejecting a Task ■ Reassigning a Task ■ Requesting for More Information ■ Submitting Information

9.1.1 Searching Approval Tasks

In the Approvals tab, you can search for requests based on task name, request ID, start date, and end date. The search results are displayed in a table in the lower part of the Approvals tab. From the View Tasks Assigned To list, you can select the following: ■ You Only: To display only the approval tasks assigned to you ■ Roles You Have: To display the requests assigned to the roles of which you are a member ■ You and Roles You Have: To display the requests assigned to you and to the roles of which you are a member ■ Users You Manage: To display the requests assigned to your reportees The table in the lower part of the Approvals tab lists all tasks that are assigned to you and Roles you have, by default. Using this table, you can perform operations on tasks and can also view the Task details. For information about task details, see Viewing Task Details on page 9-3. Table 9 1 describes the columns in the full tasklist view table: Table 9 1 Columns in the Full Tasklist View Table Column Description Request ID ID of the request associated with the approval task Request Type The type of request Beneficiary The beneficiary for the request Managing Tasks 9-3

9.1.2 Viewing Task Details

When you click on Request ID link of any of the approval tasks in the table, Task details are shown for that approval task. The Task Details page displays a detailed view of the request in the Basic Details and Request Information sections. It allows complete management of the listed task. To display the task details view, select a row in the full tasklist table, and then select Open Task Detail from the Actions list. If some attributes are marked as approver-only in request dataset, then there will be an additional section called Additional Data From Approver. It is in this section, where approver can provide data, without which if the field is marked as mandatory the approver will not be allowed to approve a request. In the next level of approval, the approver can modify the data, if required. Similarly, if the approver sends the task to another user for more information using the Request More Information operation, then the user to whom it is assigned can see an additional section called Additional Request Information in Task details and the user can send a response to the information requested. In addition, the following tabs display details associated to the request: ■ Resources or Users or Roles: The Resources tab is dynamically generated based on the request type. It displays a list of beneficiaries, name of the target resources, and links to view the details about the target resources. The Users tab shows the user details that is part of a request. For example, for CreateUser, the Users tab displays the user name and View Details link provides the attributes of the user provided during the request creation. The Roles tab shows the role details that is part of a request. For example, it can be a role name that you want to add or remove. ■ Request Comments: This tab displays any request comments associated with the request. The comments recorded are questions and responses for Request More Information. For example, the comments that an approver requests for additional information from the user and the response provided by the user to those queries are recorded in this section. ■ Request History: This tab displays the various changes the request has been through in the process of execution. Modification of task details can only be performed in the Task Details page. Following modifications are supported: Request Target The target entity associated with the request. It can be either role name or resource name or user name Example 1: For Assign Roles type of request, it is role name Example 2: For Provision Resource type of request, it is resource name Example 3: For Modify User type of request it is user display name Requester The user who created and submitted the request Assignee The user or role to whom the approval task is assigned Date Assigned The date when the task was assigned to you or the role Table 9 1 Cont. Columns in the Full Tasklist View Table Column Description