Usually, a security manager must approve the security request before it is implemented.

How the approval process is done, depends on the setup:

  • An approval workflow is active: Approve the security request using the approval workflow.
  • No approval workflow is active: Manually approve the security request.

When you review the security request, on the Security requests page, on the Action Pane, on the Requests tab, you can:

  • View the related record, if defined.
  • Change the priority.

Once approved, the security request is implemented automatically.

If dynamic snapshots are enabled, the implemented security configuration changes are updated automatically in the latest snapshot.


Standard procedure

1. Click Security management.
2. On the Requests tab, in the list, click the link of the desired security request.
3. Sub-task: Approve using approval workflow.
  3.1 Click Workflow.
  3.2 Click the desired action that defines the next workflow step and status. For example, click Approve.
  3.3 On the dialog, in the Enter a comment field, type a value.
  3.4 Click OK.
4. Sub-task: Approve manually.
  4.1 To indicate that the approval of the security request has started, set the status to Review.
  Click Status.
  4.2 Click Review.
  4.3 When you have finished the approval of the security request, indicate the approval outcome.
  Click Status.
  4.4 Click the desired status, for example, Approved.
 

Note: If you need, for example, additional information on the security request, you can reject or re-open it. Also, change the ownership to the Created by user. The Created by user can make changes to the security request only if the status is Open or Rejected.

5. Close the page.
Related to Notes

Manage security requests

 

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