Use case scenario

An operator wants to request a card for a user

This article describes how an operator requests a card for a user in the Cards package in Smart ID Identity Manager.

This use case, and the use case Issue card are both disabled by default, and you must enable at least one of them.

For the Request card use case, you can select to have an approval step or not.

Request card with approval

Approval steps are required before a card can be issued (produced)
The card will be in state "requested"
When the card request is approved, the card will be in state "approved"
The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)

Request card without approval

Approval steps are not required and the card can be issued (produced) right away
The card will be in state "approved"
The next step is to issue the card via single production or via batch order, see Issue card or Issue multiple cards (batch order)

Prerequisites

Enable the Request card use case

Log in to Identity Manager Admin with your admin user.
Go to Home > Identities.
Select and edit User.
Select the Active tab.
In Additional Commands, click New (the pen symbol) to add a row.
In Additional Commands, select Request card to add it to the Process list.
In Mapping, select CardsMapUserToCard.
Click Save.

Enable the Issue card use case

Log in to Identity Manager Admin with your admin user.
Go to Home > Identities.
Select and edit User.
Select the Active tab.
In Additional Commands, click New (the pen symbol) to add a row.
In Additional Commands, select Issue card to add it to the Process list.
In Mapping, select CardsMapUserToCard.
Click Save.

Step-by-step instruction for the operator

Log in to Identity Manager Operator

Request card

In the Quick search drop-down list, select User and search for the user that shall have a card.
Click Request card.

To cancel the process, see "Cancel the process" below.
Card data and user data is shown. Common name and UPN are fetched automatically.
Click Next to request the card.

Depending on the configuration, there can be options added to the use case, se "Options" below.

Cancel the process

To cancel the process:

Overview and technical details

Use case description	As an operator I want to request a card
Outcome	A card request is created End state for the card = "approved" (no approval step) or "requested" (with approval)
Symbolic name	CardsProcRequest
Process name	Request card
Component	Identity Manager Operator
Process start	On user profile>User>Request card

About the options

The options are configured by the administrator via a script in Identity Manager Admin and can be used by the operator and self-service user.

The script already exists with default values, so you only need to change the values as needed, not create the script.

Add an approval step

Option: Add an approval step