Change Management Taskboard
The Change Management Taskboard is used to complete access requests. It's kind of like home base for Provision Engineers; it’s the place where they go to work on all access requests. It can also be used by Personnel Managers to view and track the progress of personnel events.
Permission Assist Role |
Description |
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Provision Team |
Provision Team members have full access to all features within the Change Management taskboard. They are able to see and complete all access requests for all applications regardless of how the request was initiated (ex. as a remediation from a review, as a result of a personnel event, or as a request created outside of a review). |
Security Team |
Security team members have access to see all remediation/access requests. They cannot complete remediation requests unless:
|
Supervisors |
Supervisors have access to see any remediation/access requests related to their direct reports - even if they were not a required reviewer within a review. They cannot complete remediation requests unless:
NOTE: 'On Behalf Of' supervisors (people that are reviewing on behalf of another supervisor) can see the items they've sent to remediation. They cannot see access requests that others have sent to remediation - even if they are a required reviewer for the item. |
Application Managers |
Application Managers have access to see any remediation/access requests related to the applications they manage. They cannot complete remediation requests unless:
|
Defined Managers |
Defined managers have access to see the items they've sent to remediation. They cannot see access requests that others have sent to remediation - even if they are a required reviewer for the item. They cannot complete remediation requests unless:
|
Personnel Managers | Personnel managers are able to see the personnel events they created. They cannot see access requests created by others. |
To open the Change Management taskboard from the Home page, select Oustanding under the ACCESS REQUESTS heading.
To open the Change Management taskboard from any other page, go to the My Taskboards menu and select Access Requests. The Change Management taskboard is displayed (see picture below).
For more information about each of the different areas on this taskboard, refer to the following topics:
1 | Requests and Events Menu |
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2 | Search & Quick Filters |
3 | Access Requests/Events List |
4 | List View Buttons |
Requests and Events Menu
The requests and events list (circled on the image below) displays a list of outstanding access requests and personnel events.
Search and Quick Filters
Search |
Select the Search field and enter the information to you want to search for within the list. To search for the same information within another application:
You can search by request number, user name, the Identity's first name, or the Identity's last name, |
Quick Filters |
Quick filters allow you to view and sort information to help you find requests and events more easily.
When a quick filter is applied, a blue box appears around the filter to indicate it's currently being used to filter the list (see example below). Each of the selected quick filter options are used in combination with each other. For example, you could select both the Today's Work and Waiting On Me quick filters to see a list of requests that were created today and require your input so they can be completed Example: |
Access Requests/Events List
There are two types of requests listed within the Change Management Taskboard: Access Requests and Personnel Events.
ACCESS REQUESTS
A list of outstanding access requests is displayed in the "ACCESS REQUESTS" area by default. You will only see the access requests that you are authorized to see or work on. When viewing access requests, the requests are grouped by application with the oldest requests displayed at the top. You can change the view using the List View buttons as described below.
List View Buttons
The list of access requests can be displayed in either a grouped view or a list view. These options are not available for personnel events.
Grouped
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This button (in the upper right corner of the Change Management Taskboard) allows you to view access requests grouped by application. Applications are ordered alphabetically and all related requests and events are displayed below the application name as shown in the example below: |
List
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This button (in the upper right corner of the Change Management Taskboard) allows you to view a "flattened" list of access requests. When this button is selected, access requests are displayed in order of the request number. You can sort by access request number, application name, Identity name, cycle time, or status by selecting any of the column headings. |
PERSONNEL EVENTS
If you are also authorized to create or view personnel events, the "PERSONNEL EVENTS" area allows you to view personnel events by each type.
When viewing personnel events, the events are displayed in numerical order, but you can change how the list is sorted by selecting any of the column headings.
To view the details of an event:
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Select one of the personnel event types (Onboarding, Offboarding, Role Transitions, or Leaves of Absence) to see the events associated with that type.
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Select the event within the list on the right side of the page. The details page is displayed.