8.1 Approval Policies

Use the Approval Policies page to create and manage approval policies in an upgraded deployment of Oracle Identity Manager.

Note:

Approval policies have been deprecated in favor of workflow policies. Request generation and approval is governed by workflow policies. However, if you have upgraded Oracle Identity Manager from an earlier release, then approval policies continue to work.

Search Approval Policies

Use this section of the Approval Policies page to search for approval policies.

Element Description
Search Approval Policies Enter a search criterion to search for approval policies. You can specify the asterisk (*) wildcard character to specify the search criterion.
Search Click to display a list of approval policies in a search results table.
Advanced Search Click to display the Advanced Search: Approval Policies page that you can use to search for approval policies based on advanced search criteria.
Actions Select one of the following options from the Actions menu:
  • Create: Selecting this option displays a message stating that creating approval policy is not allowed.

  • Delete: Select to delete the selected approval policy. Alternatively, click Delete on the toolbar to delete the approval policy.

  • Open: Select to open the Approval Policy Details page with the approval policy attributes. Alternatively, click Editon the toolbar to open the Approval Policy Details page.

  • Set Priority: Select to open the Modify Approval Policy Priority wizard that lets you modify the priority of the selected approval policy.

View Select the following option from the View menu:
  • Columns: Select to display the options to show or hide columns, such as Unnamed Column, of the search results table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden.

Create Clicking this icon displays a message stating that creating approval policy is not allowed.
Delete Click to delete the selected approval policy. Alternatively, select Delete from the Actions menu.
Open Click to open the Approval Policy Details page with the approval policy attributes. Alternatively, select Open from the Actions menu.
Full Screen Click to display the full search results table in the Advanced Search: Approval Policies page.

Advanced Search: Approval Policies

Use this section of the Approval Policies page to search for approval policies based on advanced search criteria.

Element Description
Match Select any one of the following:
  • All: To specify that the search result must match all the specified search criteria.

  • Any: To specify that the search result must match any one of the specified search criteria.

Policy Name Enter a name of the approval policy.
Request Type Enter the name of the request type associated with the approval policy.
Level Enter the approval level.
Scope Type Select Organization, Role, or Application Instance.
Scope Enter the associated application instance, organization, or role name. The scope is populated only for the approval policies associated with the operation level request.
Search Click to display a list of approval policies in a search results table.
Reset Click to reset the values in the advanced search fields.
Add Fields Click to display fields that you can add or remove from the advanced search.
Actions Select one of the following options from the Actions menu:
  • Create: Selecting this option displays a message stating that creating approval policy is not allowed.

  • Delete: Select to delete the selected approval policy.

  • Open: Select to open the Approval Policy Details page with the approval policy attributes.

  • Set Priority: Select to open the Modify Approval Policy Priority wizard that lets you modify the priority of the selected approval policy.

View Select the following option from the View menu:
  • Columns: Select to display the options to show or hide columns, such as Unnamed Column, of the search results table. Select Show All to display all the columns. Select Manage Columns to open the Manage Columns dialog box where you can select the columns to be shown or hidden.

Create Clicking this button displays a message stating that creating approval policy is not allowed.
Delete Click to delete the selected approval policy.
Open Click to open the Approval Policy Details page with the approval policy attributes.

Approval Policy Details

Use this page to view the details of an approval policy and modify the approval policy.

Element Description
Approval Rules Use this section to modify approval policy rules, if required. To modify an approval policy rule, you can add a simple rule, add a rule container, modify rule components, or delete a rule component.
Actions Select one of the following options from the Actions menu:
  • Modify Rule Components: Select to open the Modify Rule Components dialog box that lets you modify the selected rule component. Edit the values of the rule component, and click Apply.

  • Delete Rule Components: Select to delete a selected rule component. A message box is displayed asking for confirmation. Click Yes to confirm deletion.

Save Click to save the changes in the approval policy.

Modify Approval Policy Priority

Use this wizard to change the priority of an approval policy.

Element Description
Set Policy Details This page contains the following fields:
  • Request Type: Select the request type by selecting from the LOV, for example, Assign Roles. This is a mandatory attribute.

  • Level: Select the approval level that you want to implement for this approval policy. This is a mandatory attribute.

  • Scope Type: Set automatically based on the request type selection.

  • All Scope: Select to specify the approval policy associated with all entities for a particular entity type.

  • Scope: Select to specify the approval policy associated with the specific entity for a particular entity type. An approval policy can be associated with a specific Scope based on the Scope Type.

  • Cancel: Click to exit the Modify Approval Policy Priority wizard without setting the priority of the selected approval policy.

  • Next: Click to go to the next page of the Modify Approval Policy Priority wizard.

Set Policy Priorities Enter a number to specify the priority of the approval policy. Then, click Next to go to the next page of the Modify Approval Policy Priority wizard.

Alternatively, click Back to go back to the previous screen of the Modify Approval Policy Priority wizard, or click Cancel to exit the Modify Approval Policy Priority wizard without setting the priority of the selected approval policy.

Review This page displays the policy name and the priority that you set for your review. Click one of the following:
  • Back: Click to go back to the previous screen of the Modify Approval Policy Priority wizard.

  • Cancel: Click to exit the Modify Approval Policy Priority wizard without setting the priority of the selected approval policy.

  • Finish: Click to set the new priority for the selected approval policy. A message is displayed stating the approval policy priority has been changed successfully. Click OK.