10.3 Requesting a Resource

The Request Resource action allows you to make a resource request. When you initiate the request, the user application displays the initial request form. This form lets you specify all of the information needed for the request.

When a resource request is submitted, the request starts a workflow. The workflow coordinates the approvals needed to fulfill the request. Some resource requests require approval from a single individual; others require approval from several individuals. In some instances, a request can be fulfilled without any approvals.

To request a resource:

  1. Click Request Resource in the My Work group of actions.

    The Request Resource page is displayed.

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

  3. Click Continue.

    The Request Resource page displays a list of resources available to the current user.

    The user application enforces security constraints to ensure that you see only those request types to which you have access rights.

  4. Select the desired resource by clicking the resource name.

    Request Resource page

    The Request Resource page displays the initial request form.

    Request Resource 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. 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:

    Request Resource page
  5. 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.

      PDF for digital signature

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

      XML document for digital signature
  6. If the request you’re making does not require a digital signature, simply fill in the fields on the initial request form. The fields on the form vary depending on which resource you requested.

  7. Click Submit.

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

    Request Resource status message