1. Managing Requests Workflow
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July 2016
EDCS

2. Requests Go to the “Requests” tab is in SAMT
The “Pending Requests” sub-tab is the default SAMT “homepage”
Displays submitted Bill-to, Contract, and Software Download access requests that require your action
If you have locked your contracts or Bill-to IDs, all user requests for association will appear in your Pending Requests queue.
Even if you have contracts that are not locked, you will still see requests here if Cisco’s automation system was not able to determine that the user’s organization is entitled on the contract.
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3. Pending Requests
The “Access Advisor” function provides advice for contract requests, based on systematic evaluation of the user and the contract being requested
Access Advice is only available for individual Contract requests, not Bill-to requests.
Advice is determined dynamically, based on the latest information available. So, you may see a spinning wheel here while the system is deciding what advice to give you.
Once advice is available, it will be displayed, along with a link to details.
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4. Pending Requests
Access Advisor recommends “Approve” when the system believes access should be granted, but the contract may be locked. If you want the system to automatically associate future requests, you can unlock the contract.
The “Access Advisor” function provides advice for contract requests, based on systematic evaluation of the user and the contract being requested
Access Advisor recommends “Review” when the system cannot determine if the user works for a company on the contract.
Access Advisor recommends “Deny” when there is a problem with the user or the contract. Here, that means something changed after the request was submitted.
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5. Pending Requests Additional information is also available:
Access Advice details
Request details
Contract details
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6. Pending Requests To Approve a Request: Click “Approve”
Provide additional information to be shared with other administrators (optional)
Click “Submit”
Approving while Jim is on vacation.
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7. Pending Requests To Deny a Request: Click “Deny”
Select Reason (required)
Unrecognized user
Unrecognized company
Other
Provide explanation (required if reason is “Other”)
Click “Submit”
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8. History
Once you (or another administrator) have approved or denied a request, it is removed from your queue and it moves to the History sub-tab.
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9. Notifications
Pending requests aren’t the only things that may require your attention. You will also find important information on the Notifications sub-tab, including:
User changes that may affect their access to contracts
Changes made by other Admins
Reminders
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10. Peer Admins
Note that Access Advice is available here, too.
The advice is based on the same rules as for contract association for service access.
Existing SAMT Administrators can onboard their peers as additional administrators
Peer administrators can be set up to administer any subset of the contracts and/or Bill-to IDs that the original administrator manages
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However, you would normally only grant peer administrator access to people from your own organization.
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If you grant contract administrator access to you customer, you must ensure there are no other customers on that same contract.
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