The workflow of the entitlements system starts with marking an asset as a control point and ends with the generation of the entitlements reports.
The entitlements reports include the Control Point Effective Permissions, the Control Point Simple Permissions, the Entitlement Changes, the Control Point Permissions by Trustee, and the Entitlement Change Requests.
The users in the role of an entitlement administrator and the entitlements data owner perform the tasks in the entitlements system.
The tasks in the entitlements system can be divided as follows:
Performed by the user
Require user input and user action.
Require no user input and user action.
You can perform the following manual tasks in the entitlements system based on your role:
Mark an asset as a control point
You mark an asset as a control point if you want to monitor the entitlements of the asset through the approval workflow.
The entitlement administrator can mark assets as control points from the asset system.
When the assets are marked as control points they appear in the Manage > Entitlements > Control Points view.
By default, the control points are in the No Review Configured state.
When you configure the control point with a review cycle the entitlements system transitions the control points in various states. The states are based on the review cycle status.
The control point status changes from Review Start Awaited to Review Started when the review cycle starts. The system starts the review cycle on the start date that is specified in the review cycle setting.
The system then changes the control point status from Review Started to Entitlement Import Required. The Entitlement Import Required status is set according to the number of days specified for importing the entitlements before the approval starts.
The entitlements administrator must import the entitlements before the approval starts. The entitlements are then available for the data owner to approve.
If the automatic entitlements import is not configured, then the entitlements administrator must import the entitlements manually.
The control point status changes from Entitlement Import Required' state to Entitlement Import Pending when the entitlements import is in progress.
When the entitlement import is complete the system changes the control point status to Approval Start Awaited.
The control points status changes from Approval Start Awaited to Request for Approval when the approval period starts. The approval period starts on the approval start date that is specified in the review cycle setting.
Request for Approval
The entitlement administrator requests the approval of entitlements when the approval period starts.
After the entitlement administrator requests for approval, the data owner can either approve the entitlements or request changes in the entitlements.