Portal User Guide › Running Self-Service Tasks

Running Self-Service Tasks

The CA RCM Portal's Self-Service feature provides local managers with the ability to do their own provisioning and/or provision their team-members on-the-fly, by adding or removing links between themselves/their team members and the corporation's roles and resources. The Self-Service tasks include the ability to create new roles or update existing one (only available to managers with appropriate permissions). Each task involves the functionality of one or more screens, which will be documented in this chapter.

In Adding Campaigns, we stated that managers do not update entity links during campaigns. They are limited to approving or rejecting the current links. At times, either following a campaign or following changes in corporate regulations or policies, it is necessary to update the actual links between the corporate users and the systems' roles and resources, or to generate new roles. This need is fulfilled by using the Self-Service tasks.

Note: The general functionality available in Self-Service task screens is already documented in Using the CA RCM Portal Interface, and therefore, will not be documented in this chapter.

This chapter documents all the Self-Service tasks available via the CA RCM Portal. Managers will have access only to those features for which they have been provisioned. For the purpose of this manual, the Self-Service tasks are divided into two groups:

Provisioning Tasks

Includes all the tasks that manage a user's roles/resources:

• Manage my team's role assignments
• Manage my role assignments
• Manage my team's resource assignments
• Manage my resource assignments

Defining Roles Tasks

Includes the role definition tasks:

• Request a new role definition
• Request changes to a role definition

Note: If you find it necessary to run a Self-Service task that does not appear in your Self-Service menu, please report this to your system administrator.

The CA RCM Portal lets you add links to your favorite Self-Service tasks on the Home Page under My Business Processes.

This section contains the following topics:

General Self-Service Functions

Manage My Team's Role Assignments

Manage My Role Assignments

Manage My Team's Resources

Manage My Resources

Defining a New Role

Updating Role Definitions

Introducing the Requests Table