12.3 Make Team Requests

The Request Team Resources action enables you to request resources for team members.

  1. Click Request Team Resources in the My Team’s Work group of actions.

    The Request Team Resources page is displayed.

    Request Team Resources page
  2. Click Select a team to select a team for which you have been designated as a team manager. Then click Continue.

    The application displays a page that lets you pick a category.

    Resource Search Criteria selection list
  3. Select the category of the resource in the Resource Search Criteria drop-down list. Select All to include resources from all available categories.

    The list of categories available depends on the team request rights. If the provisioning request scope for the team does not include resource categories, the category list is not displayed. In this case, skip to the next step to select a resource.

  4. Click Continue.

    The Request Team Resources page displays a list of resources that you can request. The list includes only those resources for which team managers are permitted to initiate requests.

    Request Team Resources page
  5. Click a resource name to select it.

  6. Click a Recipient name to select it. The team member you select is the recipient for the request.

    Depending on how the team was defined, you might see an Object Selector icon Object Selector icon beside the Recipient selection box, instead of a list of team members. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click Search, and select the team member.

    If the flow strategy for the workflow has been defined to support multiple recipients, the application lets you pick a group, container, or team as the recipient. Depending on how the workflow is configured, the user application might spawn a separate workflow for each recipient (so that the request can be approved or denied independently for each recipient), or initiate a single flow that includes multiple provisioning steps, one for each recipient. In the latter case, the approval or denial of the request applies to all recipients.

  7. Click Continue.

  8. The Request Team Resources page displays the request form. Fill in the fields on the request form. In the following example, the only required field is Reason for request.

    The fields on the form vary according to the resource you requested.

    Request Team Resources page

    If the resource you’ve requested requires a digital signature, the Digital Signature Required icon appears in the upper right corner of the page.

    Digital Signature Required icon

    In addition, on Internet Explorer, a message appears indicating that you need to press the Spacebar or the Enter key to activate the digital signature applet:

    Internet Explorer message
  9. If you’re making a request that requires a digital signature, perform these steps:

    1. If you’re using a smart card, insert the smart card into the smart card reader.

    2. On Internet Explorer, press the Spacebar or the Enter key to activate the applet.

      At this point, your browser might display a security warning message.

      Security warning
    3. Click Run to proceed.

    4. Fill in the fields in the initial request form. The fields on the form vary depending on which resource you requested.

    5. Click the check box next to the digital signature confirmation message to indicate that you are ready to sign.

      The digital signature confirmation message varies depending on how the provisioning resource was configured by the administrator.

      The applet then displays a pop-up window that allows you to select a certificate. The pop-up window lists certificates imported to the browser as well as certificates imported to the smart card (if one is currently connected).

      Select Certificate screen
    6. Select the certificate you want to use and click Select.

      Select Certificate screen
    7. If you select a certificate that has been imported into your browser, you need to type the password for the certificate in the Password field on the request form.

    8. If you select a certificate that has been imported to your smart card, type the PIN for your smart card and click OK.

      You do not need to type the password for the certificate if you’re using a smart card, because the certificate password has already been transmitted to the card.

      PIN screen

      If your administrator has enabled the ability to preview the user agreement, the Preview button is enabled.

      Preview button
    9. Click Preview to see the user agreement.

      If the digital signature type is set to Form, a PDF document is displayed. If the digital signature type is set to data, an XML document is displayed.

  10. Click Submit.

    A workflow starts for the user.

    The Request Team Resources page displays a status message indicating whether the request was submitted successfully.

    If your request requires permission from one or more individuals in an organization, the request starts one or more workflows to obtain those approvals.