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Employee portal

Lifecycles and processes

The states of portal content, service requests, issues and change proposals, the approval flow, notifications and a typical day per persona.

This page lists the states each portal object moves through, who moves it, and who is notified. The labels are the ones you see on screen.

Publication lifecycle

StateMeaningWho moves itNext states
DraftBeing written; invisible to employees.Author (publication.author)In review
In reviewWaiting for publication.Author submitsPublished
PublishedVisible to its audience between publish and expiry time.Publisher (publication.publish); not the author for mandatory itemsArchived
ArchivedRetired; receipts stay on record.Publisher (Retire)Published (re-publish)

Acknowledgement receipts survive the archiving of their publication. If a mandatory publication was sent by mistake, retire it and publish a replacement; the receipts already recorded stay.

Other content lifecycles

ContentStatesNotes
EventDraft, Published, ArchivedUnpublish returns a published event to Draft.
PollDraft, Open, ClosedClosing freezes the results. A closed poll is not reopened; publish a new one instead.
Push bannerDraft, Published, ArchivedIcon and tone can be changed only while Draft.
ProjectDraft, Published, Completed, ArchivedDrafts and archived projects are never shown to employees.
BrandingDraft, Published revisionPreview is never publication; an earlier revision can be restored as a new draft.
Catalog itemDraft, Published, ArchivedPublishing requires a fulfilment binding; archived items keep working for existing requests.

For all content in the portal manager, published content must return to draft before editing.

Service request lifecycle

StateMeaningNext states
SubmittedRaised by the employee.Approved, In progress (after approvals), Rejected, Cancelled
ApprovedAll required approvals are in.In progress, Cancelled
In progressBeing fulfilled by the responsible team.Fulfilled (when all tasks are done), Cancelled
FulfilledCompleted.Final
RejectedAn approver said no.Final
CancelledWithdrawn or stopped.Final

In the portal, employees see simpler labels: Waiting for approval, Approved, In progress, Completed, Declined, Cancelled.

For bundles, the parent request follows its children: all fulfilled means fulfilled; the parent never rejects on its own.

The service desk side of these states is described in Service requests and the catalog.

Issue states as employees see them

Portal labelMeaning
OpenReceived, not yet worked on.
In progressThe service desk is working on it.
WaitingWaiting for information, often from you.
ResolvedA solution was provided.
CompletedClosed.
CancelledClosed without a solution, for example a duplicate.

Replying to a closed issue reopens it, or starts a follow-up request if it was closed a while ago.

Change proposal lifecycle

StateMeaning
Waiting for reviewSent to IT.
AcceptedA draft change was created with you as requester; you are notified.
DeclinedIT declined with a reason of at least ten characters; you are notified.
WithdrawnYou withdrew it before a decision.

Approval flow

  1. The employee submits a request whose request type has approval steps.
  2. Each step names an approver role (for example manager or service owner). Anyone with that role and the approve permission, except the requester, can decide.
  3. The approver approves or rejects, optionally with a comment, in the request detail or on a Slack or Teams approval card.
  4. An active delegate can decide on the approver's behalf; the decision records both people.
  5. When all steps are approved, fulfilment starts. A rejection ends the request.

Deciding approvals inside the employee portal is planned — not yet available. See Approvals for approval steps across TENSOR.

Notifications

EventWho is notified
Update on an issue or requestThe requester (in-app and email, per preferences)
Mandatory publication or banner publishedEveryone in its audience, through the compliance category, which cannot be muted
Change proposal accepted or declinedThe employee who proposed it
Directory sync failureThe portal managers

How personal preferences interact with tenant routing is explained in Notifications.

End-to-end view per persona

PersonaTypical flow
EmployeeOpens the portal in the morning, reads the current update, acknowledges a policy, reports an issue from My assets, follows it in My activity, replies to the service desk.
Manager / approverGets notified of a pending request, approves it in the request detail or in Teams, sets up a delegation before holidays.
Portal editorDrafts a publication, submits it for review, a second editor publishes it, checks acknowledgement coverage in the manager dashboard.
Tenant adminRecords the works-council acknowledgement, publishes selected directory fields, connects directory sync, publishes the company branding.

Step-by-step instructions for each flow are in Guides for employees, Guides for managers and approvers and Guides for portal editors and administrators.