To create action set follow the steps below
1 . Launch GAT+
2 . Under Configuration select On/Offboarding
3 . Select Action set and click on the + sign (add a new action set)
4 . Pop up window will be displayed. Fill in the Action set name and select the Type to OffBoarding then choose and select the action.
5 . When action selected, fill in the details for each action.
a . Transfer calendar events
b . Delete user from all groups
c . Wipe mobile device – remote wipe
If you need to choose more options and fill in the details.
6 . Once you choose all the fields you want to add this action set click ‘Save’
7 . The action set is Saved.
8 . To use the Action set, select Create workflow, set workflow name and select workflow type to OffBoarding
9 . Under the Users pick and Add selected user or Import users
10 . Instead of adding Actions manually, you can select Action sets.
11 . Pick up the one you just created (OffBoard sales team), then Send approval request.
12 . Pop up window will be displayed to be reviewed before the request approval is sent
13 . Once the request is approved by Security officer the users will be OffBoarded and the actions taken. The result can be seen in Workflow results