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[Partial Early Release] About the Action Centre Feature

[Notice of UI Terminology Change]
With sequential updates, the term "User" in the screen has been updated to "Member". If you still see the old term "User" in some parts of this help document, please read it as "Member" accordingly. For more details on the background of this change, please check this announcement.
Note: The screenshots in this article are currently taken from the Japanese version of the product. Some labels in the images may differ from the English interface.

Overview

This page explains the Action Centre feature in Josys.

What is the Action Centre?

The Action Centre is a feature that allows IT administrators to view a list of "tasks requiring immediate attention" and take action with a single click directly from the screen.
It centralizes "tasks requiring action," "integration errors," and "recommended security or management measures" related to internal IT devices and SaaS (app) accounts, allowing you to handle and execute them directly from this screen.

The screen mainly consists of the following three sections, and you can filter and manage tasks by status (Pending / In Progress).

  1. My Tasks (Various requests requiring manual action)
  2. Quick Actions (Integration errors and alerts requiring immediate action)
  3. Recommended Actions (Suggestions for security and cost optimization, such as reviewing unmanaged users)

Section Features and Screen Descriptions

1. My Tasks (Requests requiring admin action)

This section displays a list of tasks that administrators need to manually review and handle, such as device provisioning requests or requests to use apps.

Employee Portal feature: Requests received from employees via the Employee Portal will appear here.
Workflows feature: When a workflow using the "Create Task" action is executed, the task is recorded in "My Tasks."
Reference: About the Employee Portal
Reference: About the Workflows Feature

Recorded Request Types

  1. Inquiry regarding existing IT devices
  2. Existing app licenses
  3. Privilege changes for existing apps
  4. New app requests
  5. New IT device requests
  6. Other IT device requests
  7. Access Review
  8. App Access Requests
  9. License optimization
  10. Employee offboarding
  11. User onboarding
  12. Unmanaged user detection

Displayed Fields

  1. Task Summary: The content of the request, such as "New IT device request" or "New app request."
  2. Target: The person for whom the request is made.
    (This indicates who the device or app account should be assigned to. It is not the name of the requester.)
  3. App / Device: The specific device or app name.
  4. Request Date: The date the request was generated.
  5. Status: The progress status, such as "Pending."

Key Actions

You can change the status of a request by clicking the [...] (three-dot icon) at the right end of each row.
Clicking on a row or clicking [View Details] allows you to view the details of the request. On the request details screen, you can add comments and leave notes.
*Note: Posting a comment will not notify other users. However, since other users can view them, please use this feature to leave notes or history.

2. Quick Actions (Immediate actions and error recovery)

This section lists "issues that must be addressed and resolved immediately on the system," such as SaaS synchronization errors or accounts that were not properly removed following employee offboarding or role changes.

Recorded Action Types

  1. Integration errors
  2. Connect approved apps

Displayed Fields

  1. Action Item
  2. Target
  3. Status

Key Actions

[Re-integrate App] button: Instantly attempts to re-authenticate and re-sync apps experiencing integration errors.
[View Details] button: Allows you to immediately proceed with the appropriate process, such as deleting accounts for users whose accounts were not removed.

Clicking a row displays the details. You can add notes from the three-dot icon.
 

3. Recommended Actions (Security and ledger optimization)

This section displays suggestions automatically detected by Josys that are recommended for review or action to improve security or reduce costs.

Recorded Action Types

  1. Classify detected apps
  2. Clean up unused licenses
  3. Review unmanaged users

Displayed Fields

  1. Action Item
  2. Target
  3. Status

Key Actions

[Automate] button: Allows you to set up a workflow to automate the process. Clicking this button opens the workflow creation screen.
Reference: Template: How to Create a Workflow Using Unmanaged User Detection
Template: How to Create a Workflow Using License Optimization

From the [...] (three-dot icon) on the far right, you can create a Jira ticket or change the status to "No Action Required" if no processing is needed.