Viewing and Creating New Requests

Review New Requests

To address pending requests, select the Requests tab on the Home page for accounts. In Card view, click View to do to the request details. Click Withdraw to remove a submitted request from the workflow. Edit is only available if the request is in a draft state.

By default, approved and provisioned accounts are excluded in the accounts Filter.

• To view a customized subset of requests, click Filter and specify parameters that further limit the requests returned for display.
• The Requestor's reason for requesting the account appears in the Reason field.

The Request's reason is a required field.

Creating New Requests

1. On the Home page, select the Requests tab and click Create Request to generate a new request.

2. Select the Workflow Template that will be used to manage the request and acknowledge the request. Click Next.

   

3. Next, supply a name for the request and click Create Request.

4. The newly created Request page displays. Supply information for the remaining parameters on the Account Details section. Required fields are indicated by an asterisk (*).

   

   Scroll down the page or click a section in the right selection panel to view the current groups of parameters. Click Save when complete.

5. If needed, click Edit to make updates in each group of parameters. At this time, the request is in a draft state and appears on the Requests page with a Draft tag.

   

6. Click Submit when the request is complete. Click Submit at the confirmation prompt. The request appears on the Request page with a Submitted tag.

   

Viewing Request Details

To view request details, click the Name of the request in either Card view or Grid view.

The Request Details page displays: Account Details, Secret Storage, Account Configuration, Account Owners, Provision History, and Approvals.

If the request has been submitted, Withdraw Request can be used to remove the request from ALM.