Fulfilment workbench

Lifecycle Fulfilment Form

Engineers use this form to review HR-backed lifecycle items, correct downstream work details, and approve the case. HR remains the source of truth while portal delivery remains first-class.

Engineer review Portal-first Cross-functional
HR IT Facilities SaaS Badges Assets
Draft until the form is saved Fill in the request details, start date, end date, downstream domains, and manager notes. If the start date is more than 30 days away, the case stays portal-only until it enters the window. Select the downstream domains that need to act on the case.
User Not set Account or display name
Start date Not set End date not set
Window Draft No start date entered
Status Draft No form submitted yet
Responsible team IAM Engineering Case owner

Lifecycle coverage

Treat hire, rehire, transfer, promotion, leave, termination, data correction, rescind, and future-dated change as one case that can fan out to every team that needs to act.

HR Employment records Start, transfer, and termination paperwork with manager sign-off.
IT Accounts and devices Directory accounts, M365 access, laptop setup, and service tickets.
Facilities Space and building access Desk moves, parking, floor access, and location-specific handoffs.
SaaS Application access License bundles, app assignments, and downstream entitlement approvals.
Badges Physical identity Badge issue, replacement, revocation, and site-specific permissions.
Assets Equipment handoff Laptop, phone, dock, return, and reassign workflows.
Lifecycle event taxonomy

These are the event types tracked in the fulfilment flow: hire, rehire, transfer, promotion, leave, termination, data correction, rescind, and future-dated change.

Hire Rehire Transfer Promotion Leave Termination Data correction Rescind Future-dated change

Fulfilment form

Capture the user, lifecycle event, start date, end date, and downstream notes the manager needs to complete the case.

Open inbox 30-day portal window
Use the account name or email the manager is filling this for.
If the start date is more than 30 days away, the case remains portal-only until it enters the window.
Use when the change has a known finish date.
Downstream domains

Select every team that needs to act after the portal case is recorded. The tags travel with the queue payload so the case can fan out beyond AD and provisioning.

Use this field to spell out the work that leaves AD and provisioning behind.
Portal remains the first handoff point; email and other channels can be added later without changing the capture flow.
Complete the form to prepare the fulfilment record.

Submission preview

User Not set Display name appears here.
Request Joiner Manager name pending No downstream domains selected yet.
Window Portal only Start date not set End date not set
No form submitted yet.
Use the user account or email to tie the case to the right person.
Start dates more than 30 days away stay portal-only until the case enters the window.
Email delivery remains off for now.

Request history

Tracks who acted, who owns the case, how it is approved, and the latest recorded action.

Audit trail
Actor Not recorded yet Current engineer session
Owner IAM Engineering Responsible team
Approval mode Engineer Review Case control
Last action Draft Waiting for the first save

Identity & Governance Overview

Summary of identity risk and governance posture — anomalous access, entitlement exposure, certifications and policy compliance

Risk Score: 36

Overall

Stable

Access Requests

Requests awaiting approval and provisioning

 User Department Request Progress Approval Status
Brandon Washington profile
Brandon Washington

Manager
Finance

Department

79%

85/162
In progress
Laura Brooks profile
Laura Brooks

Head admin
Company name 1

company type

65%

85/162
In progress
Wayne Murphy profile
Wayne Murphy

Head admin
Company name 1

company type

65%

85/162
In progress
Matthew Bailey profile
Matthew Bailey

Head admin
Company name 1

company type

65%

85/162
Pending
Katherine Butler profile
Katherine Butler

Head admin
Company name 1

company type

65%

85/162
Completed

Action Items

  • 24 June 2020
    Due tomorrow
  • 23 June 2020
    Done
  • 24 June 2020
    Done
  • 24 June 2020
    Expired

Access Types

Provisioning Trends

week Wise
Year Wise
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