Requests

Overview

SecureChange Requester This topic is intended for SecureChange requesters, responsible for creating change requests in SecureChange.

The Requests page displays a list of your open change requests. You can see an overview of each request, with details like request priority, status, ID, subject, step, etc. Hover over the icons in the Priority and Status columns for further descriptions.

Before you can open a request, you must have an active workflow. For more information, see Workflows.

To use the Requests page, you must have permission to Create change requests and view 'My Requests' tab. See Configuring and Assigning User Roles.

What can I do on this page?

  • View by group

  •  Filter the requests displayed

  • Handle tickets where attention is required

  • Create a new request

  • Duplicate an existing request

  • Cancel a request

  • Sort requests

  • Customize columns

  • Add a comment 

    • View by group

    Click the drop-down arrow next to View. Your groups appear.

    To see tickets assigned to a group, you must be a member of the group. In addition, the group must have the permission: Group members can perform actions on requests submitted by other members

    See Group Ticket Handling.

    Filter the requests displayed

    Filter by:

    Attention Required

    See Handle Tickets Where Attention is Required.

    Handle Tickets Where Attention is Required

    Tickets with one of the following statuses are flagged as requiring attention:

    • Ticket expired

    • Ticket about to expire

    • Rejected

    • More information required

    • Resubmit

    • Ticket confirmation

    You can see the tickets with this status by filtering your tickets by Attention Required. You can also see the status of these tickets in the Attention Required column of the Requests list.

    To manage an Attention Required ticket, click on its status. The ticket appears at the bottom of the screen.

    Depending on the ticket status, you can:

  • Delay the expiration date

  • Open request to remove access - use a Remove Access workflow to open a new ticket with the details of the expired ticket. The expired ticket shows a link to the ticket to remove access, and the ticket to remove access shows a link to the expired ticket.

  • Acknowledge rejected tickets - Let's the requester or handler read the reason that the ticket was rejected.

  • Provide more information -The requester is asked to reply to a request for more information.

  • Resubmit the request

  • Confirm that the ticket was handled

    • Once the reason for "Attention Required" is handled, the request no longer appears with the status Attention Required.

    Create a new request

    Click New Request. Your configured workflow templates appear.

    To create or activate a workflow template see Workflows.

    When you create a new request, TOS assigns it an ID number. Note that ID numbers are not always sequential.

    Duplicate an existing request

    Select the request you want to duplicate and click Duplicate.

    The duplicated request draft appears in the lower half of the screen. Use to expand/collapse the request draft.

    Cancel a Request

    You can cancel your own requests as well as those of members of a shared group, if the group has the permission: Group members can handle tasks assigned to other members.

    Select the request you want to cancel and click Cancel Request.

    The Cancel Request dialog box appears.

    Select Yes to cancel the request.

    Sort Requests

    By default, the requests are sorted by ID. To sort the requests by another criteria, hover your mouse over the relevant column heading until an arrow appears. Select the arrow to sort the requests.

    Customize Columns

    From the top right corner of the screen, select

    The column options appear.

    Select the columns you want to appear in the Requests display:

    Column names with a gray box cannot be removed from the table.

    Use to drag column names to change where they appear in the table.

    Multi-domain environments include an option for a domain category.

    Add a Comment

    You can add comments to assigned tasks by selecting the relevant request from the list and clicking the comment icon in the request panel.

The task assignee sees in the Comments column of their Tickets page. See Tickets for more information.

How Do I Get Here?

SecureChange > My Requests