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The Inbox is a central repository for pending tasks, scheduled reports, and notifications about task statuses. As a signed-in user, you will be able to view your specific tasks, actionable items and notifications. Administrators will be able to view tasks of all users, including their own specific tasks.
All information in the Inbox is grouped under the To Do, Reports and Notifications tabs.
Note: The Inbox page is not refreshed automatically.
You can refresh this page by configuring the file InboxConfig.xml.
For details, refer to the Infor
Risk & Compliance Platform - Configuration Settings document.
All users assigned standard roles or custom roles with the required permissions can access the Inbox:
Role |
Actions |
Administrators |
View their own notifications, tasks, What-ifs and requests as well as those assigned to other users. View their own open violations and exceptions as well as those of other users. |
Other users |
View only their own notifications, tasks, What-ifs and requests, and their own open violations and exceptions |
Auditor |
Delete report, download report, create a new what-if |
Business Process Owner |
View the Inbox and report page, delete report, download report, schedule new report, share report, create new request, generate run on demand report, duplicate, Schedule new reports, share, create new what-if |
General user |
View Inbox and report page, no security on the Notifications page,delete report, download report, new report, share report, create new requests on the Requests To Do page, create new requests,generate Run On Demand report,generate Run On Demand report,duplicate, schedule new reports, share,create new What-if |
Report Viewer |
Delete, download, create new reports, share reports with other users, generate Run On Demand report,duplicate, new, share |
System Manager |
View page, no security for Notifications page, delete, download, create new report, share |
The To Do tab lists all tasks pending for the signed-in user. Pending tasks are categorized into violations, exceptions, What-ifs, and requests. The To Do tab and the To Do count on the navigation bar are updated when you, the signed in user:
Mitigate a violation, assign a violation to another user, invite another user for a discussion or if another user invites you for a discussion
Close an exception, assign an exception to another user, invite another user for a discussion or if another user invites you for a discussion
Create a What-if, review a What-if, or delete a What-if
Approve a request, deny a request, mitigate violations, or discard a request
The total count displayed on the To Do tab is a total of all groups - violations, exceptions, What-ifs, and requests assigned to you.
This tab lists the violations generated when the Authorizations Insight rules you own are violated. Violations may be of the following types:
Open: You need to take action on these violations.
Assigned to You - Other: These violations are assigned to you by other users.
Assigned to You - Urgent: These violations are assigned to you by other users and you need to act on these violations immediately. Violations having high priority are also assigned this status.
Awaiting Response: When other users invite you for a discussion, then those violations are marked as awaiting response. You need to reply for these violations.
Awaiting Response - Urgent: These are the violations for which other users have invited the signed-in user for a discussion and the signed-in user needs to reply immediately. Violations having high priority are also assigned this status.
In the Violation Status column, click any of the violation status links such as Open, or Assigned to You - Other, to drill down to the Violations page to view details of the rule books or rules violated, and the objects causing the violation.
To take action on a violation, you must be an Administrator or have the required roles assigned to you. In case the violation was assigned to you by another user, the Violations page will display the name of the reviewer who assigned you this violation. Drill down further from the Violations page to assign an open violation to another reviewer or to mitigate violations.
The count displayed on the To Do tab, the To Do count on the navigation bar and the Violations tab are updated when you mitigate a violation, assign a violation to another user, invite another user for a discussion, if another user invites you for a discussion, or if you reply to a discussion.
This tab lists the exceptions generated by the Process Insight rules you own. Exceptions may be open, that is, they need to be acted on by you, or they may have been assigned to you by other users.
In the Exception Status column, click the exceptions link such as Open, Assigned to You - Other, or Assigned To You - Urgent to drill down to the Exceptions page to view details of the rule books or rules that have generated exceptions, and the objects causing the exception.
To take action on an exception, you must be an Administrator or have the required roles assigned to you. In case the exception was assigned to you by another user, the exceptions browser will display the name of the reviewer who assigned you this exception. Drill down further from the exceptions browser to assign an open exception to another reviewer or to close the exception.
Note: If the exceptions assigned to you have a high priority, they are indicated with the status Assigned To You - Urgent.
The count displayed on the To Do tab, the To Do count on the navigation bar and the count on the Exceptions tab are updated when you close an exception, assign an exception to another user, invite another user for a discussion, or if another user invites you for a discussion.
What-if analysis enables you to determine the impact of changes such as modifying role or responsibility assignments or creating new users before actually requesting the change in your ERP system. To create a What-if, and take actions on a What-if, you must be an Administrator or must have the required roles assigned to you.
The What-ifs tab on the Inbox page displays a list of What-if analyses created by you, the signed in user, the What-ifs that are to be reviewed, and the What-ifs that are to be turned into requests. The page also displays details such as the analysis name and type, the creator of the What-if, the objects impacted, and violations if any. The date and time displayed in the Created By column is according to the time zone defined on the Preferences page.
This tab displays these What-if statuses:
What-if analyses with violations.
What-ifs without violations.
Failed What-ifs.
Use the What-ifs tab to:
The count displayed on the To Do tab, the To Do count on the navigation bar and the count displayed on the What-ifs tab will be updated after users create a What-if, review a What-if, or delete a What-if.
The Requests tab lists the requests to be approved by the signed-in user with details such as the object impacted, when the request was received by the signed-in user, and the current approval stage of the request.
To create a request and take action on a request, you must be an administrator or must have the required roles assigned to you. A requestor or an approver can take action on a request.
Use this tab to:
The count displayed on the To Do tab, the To Do count on the navigation bar and the count displayed on the Requests tab is updated when the signed-in users create a request, approve a request, deny a request, mitigate violations, or discard a request.
Reports enable you to view violations or exceptions flagged during analysis, and provide other information such as details of ERP users, rules, and roles or responsibilities. IRC ships a number of report that enable you to view the required information in reports and take corrective action.
The Reports tab displays the reports that are scheduled and run by the signed-in users. A scheduled report with all filters used to run the report, will appear in your Inbox only when you select the option Store in my Continuous Monitoring Inbox while scheduling a report. The Reports tab displays the report details such as report name, the keywords associated with the report, when the report was received by the signed-in user and the size of the report. The Scheduled By column displays the name of the user creating the report subscription.
Note: In the case of users assigned the Administrator role, the reports count will refer to only those reports that they have subscribed to. However, Administrators will be able to view reports subscribed to by other users as well as those scheduled by themselves.
To take action on reports, you must be an Administrator or must have the required roles assigned to you.
Use this tab to:
The reports count displayed on the navigation bar and on the Reports tab will be updated after the signed-in user schedules a new report or view the details of an unread report.
The Notifications tab contains a list of all email notifications received by the signed-in user along with details such as when a notification was received and the event for which the notifications were created. Notifications are displayed as links that enable you to drill down to the details of the notification. Unread notifications are indicated with the an icon.
All users can access notifications received by them.
Use this tab to:
The notifications count displayed on the navigation bar and on the Notifications tab will be updated whenever you receive a notification or view a new notification.
