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This article describes the approval handling for the Users package, which is used in different use cases for Smart ID Identity Manager, such as Edit photo (self-service user), Deactivate user, and many more. Read more here:Smart ID Workforce use cases.

It is used when someone else has to approve something before you can proceed with the use case.

Expandall

Approval handling and step-by-step instruction

Expand
titleApproval handling process
  1. An information pop up is shown in either Identity Manager Operator or Smart ID Self-Service that an approval is needed (for example, when a self-service user is editing a photo).
  2. The approver receives an email with information that there is an approval request.
  3. The approver logs in to Identity Manager Operator.
  4. Go to the SEARCH page.
  5. Select Requests from the drop down menu and click Search. A list with all open requests appear. 
  6. Select the request you want to approve and click User approval. A user approval form appears with:
    1. Request information -  with the request itself (that is, what the requested change is about)
    2. User information - with information about the user
    3. Requester information - the person that is asking for the approval (the 'requester').
  7. The approver clicks one of the buttons:
    1. Approved → The approver approves the request.
      1. The requester receives an email notification that the request is approved.
    2. Reject → The approver rejects the request and must add information in the Reason for rejection text field.
      1. The requester receives an email notification that the request is rejected.
    3. Postpone → An Open task is created and the approver can do the task later.

Use case details

Expand
titleOverview and technical details


Sub process descriptionAs an operator I want to have a general sub-process for all approval scenarios.
Outcome
  • The approver receives an email notification that there is an open request for approval
  • If the request is approvedis approved, the end state is '"approved'"
  • If the request is rejected, the end state is '"rejected'"
  • The requester receives an email notification that the request is approved or rejected

Symbolic name:

UsersProcApproval
Process name:User approval
Component:Identity Manager Operator



Use case scenarios

  • Approval handling for use cases where changes need to be approved before they can be executed

Related information