A.4 Overview of Approvals App

This following sections provide an overview of Approvals app available on various operating systems:

A.4.1 Approvals App for iOS

This section provides an overview of the NetIQ Identity Manager Approvals app user interface for Apple iOS devices. Topics include:

Tasks View

The default view of the Approvals app is the Tasks view. This view displays all of the tasks currently assigned to or claimed by you, with the title of the task and the name and picture of the task recipient. The view lists tasks by expiration date, displaying the tasks due soonest at the top and tasks with no expiration date below.

NOTE:If a user does not have a picture configured in the Identity Manager or has configured their Identity Manager settings to not display a picture, the app displays a generic image instead.

If you want to approve or deny a request, or if you want to view the details of a particular task, click the task or task recipient name. If you want to contact a task recipient, click the recipient’s picture.

Details View

The Details view displays details for a particular task assigned to you. The fields displayed vary depending upon the request.

To approve or deny a task, provide any necessary information, and click either Approve or Deny.

Bulk Mode

If you need to approve or deny a large number of similar tasks, you can switch from the default single-task mode to bulk mode in the Tasks view.

NOTE:You cannot approve all tasks in bulk mode. For more complex tasks, like attestation tasks, you must approve each attestation task separately in single-task mode. When you click the Bulk Mode icon, the app displays only the tasks in your list that can be approved in bulk mode.

To approve or deny multiple tasks:

In the Tasks view, click the Bulk Mode icon .
Select the tasks you want to approve or deny. You cannot approve some tasks and deny other tasks at the same time.
(Optional) If you want to approve or deny all tasks, click All.
(Optional) If you change your mind and do not want to approve or deny any tasks, click the single-task mode icon .
Click Approve or Deny.
(Optional) Provide a comment regarding the bulk operation.
Click Confirm.

Completed Task View

To view your completed tasks, click the Completed Tasks icon . The view displays the completed task, as well as the time the task was approved or denied. You can click a completed task to view the details of that particular task. For more complex requests, you can click Form Values to view specific information for the request.

If necessary, you can delete one or more of your completed tasks from the Completed Tasks view. To delete tasks, click the Bulk Mode icon , select the tasks you want to delete, and click Delete.

NOTE:The Completed Tasks view only displays tasks completed on your device. You cannot view tasks completed in the User Application or on another device with the Approvals app installed.

Login Settings View

The Login Settings view allows you to view or modify your login settings.

WARNING:If your Identity Manager administrator provided a link or QR code to automatically configure your app settings, we recommend you do not modify those default settings unless your administrator instructs you to do so.

Advanced Settings View

The Advanced Settings view allows you to view or modify advanced settings that determine how you receive data from the Roles Based Provisioning Module server.

If you accidentally change the Data Definition Settings in the Advanced Settings view, click Restore Defaults to restore the default settings provided by Identity Manager. Restore Defaults does not change your user name, password, or any of the Server Details settings.

A.4.2 Approvals App for Android

This section provides an overview of the NetIQ Identity Manager Approvals app user interface. Topics include:

Preferences View

The Preferences view allows you to configure and log in to the Approvals app. Use this view to modify the configuration settings, version information, and server connection status. You also can verify the connection status with the Roles Based Provisioning Module server. Tap Restore Defaults to restore the default configuration settings.

You must specify username, password, server, port, and synchronization details to login to the Approvals app.

Tasks View

The default view of the Approvals app is the Tasks view. You can view the available role, request, and Process Request Definition workflow (PRD) approval tasks in this view.

This view displays all of the tasks currently assigned to or claimed by you, with the description of the approval task, and the name and picture of the task recipient. Tap the recipient picture to view the recipient’s contact information such as email address, and contact phone number. You can either choose to email or call the task recipient.

The process workflow request is listed according to the due date. The tasks due earliest displays at the top and tasks with no expiration date below.

You can view your Approvals app task notifications in the notification tray.

NOTE:You can tap Tap to refresh to refresh the Tasks view and synchronize with the server.

To approve or deny task:

In the Tasks view, tab to select the task to approve or deny.
Tab to add comments.
Tab Approve to approve or Deny to deny the task.

NOTE:You can press and hold a task to display the Task Details view. You also can use the Search tasks option to search for active and completed tasks.

You also can refuse to process the task using the Refuse option. This option is only available if the Refuse option is selected for the workflow.

Task Details View

The Task Details view displays the details of the particular task assigned to you and any additional information along with the mandatory fields. The task details vary depending on the task approval requests.

To approve or deny a task, provide the necessary information, and click either Approve or Deny.

You can approve the process workflow task only in this view. You must specify the mandatory fields if any and provide comments to complete the tasks. For more information about PRD workflow, see Customizing the Generic PRD in the NetIQ Identity Manager User Application: Administration Guide.

If you are working offline, the details page displays the native form of the task without the extra fields. You can continue to approve or deny the task. If you want to provide inputs for extra fields, you can login to the web browser once the online server connection is re-established.

Completed Task View

The Completed Task view displays the list of completed tasks and the timestamp using the Approvals app for the particular task. You can select the tasks and tab Delete to delete the selected tasks. You can press and hold a task to display the Task Summary view. The Task Summary view provides information required for the selected task along with the approval date and comments.

NOTE:The Completed Tasks view only displays tasks completed on your device. You cannot view tasks completed in the User Application or on another device with the Approvals app installed.