Adding, Editing, and Canceling Attestations

You can create and launch attestations from published standards, policies, or procedures in the Policy module. Attestations allows users to acknowledge that they have read a document. For more information, see Attestations FAQ.

To create an attestation

  1. On the Policy menu, select Attestations.
    The Attestations screen appears.

  2. Click the Create attestation button.

    The Create attestation screen appears.

  3. Complete the fields, for more info, see Create Attestation Screen Reference.
  4. Click the Create button.

Create Attestation Screen Reference



Field
Description
Attestation Name

Enter a name for the attestation.

Type

Select the document type. Options include Policy, Procedure, or Standard.

Name

Select the document in which you would like to create an attestation.

Deadline

Select a deadline for respondents to acknowledge the attestation.

Description

Enter a brief description of the attestation.

Update Respondents Based on Organization

Enable this setting to update the respondent list when users are added or removed from the organization.

Send to External Users

Enable this setting to allow the attestation to be sent to external users. This setting now restricts invited users from being included in attestations when the setting is enabled.

Require Acknowledgment

Enable this setting to require respondents to acknowledge that they have received and read the document.

Enforce Scrolling on Acknowledgement

Enable this setting to require users to scroll through the entire document before the acknowledgement checkbox is enabled.

Allow Exception Requests

Enable this setting to allow respondents to request an exception for the document.

To edit attestation details

  1. On the Attestation Details screen, select the Details tab.
  2. Hover over the field you would like to edit and click the Edit icon button.
    Note:

    The ID field cannot be edited.

  3. Click the Save button.

To cancel an attestation

Only active attestations can be canceled. To send an attestation, see Sending Policy Attestations.

  1. On the Attestation Details screen, click the Context Menu icon button.
    Note:

    Attestations can also be canceled using the Context menu on the Attestations list screen.

  2. On the Context menu, select Cancel.
    The Cancel Attestation modal appears.

  3. Click the Confirm button.

To restore a canceled attestation

  1. On the Attestation Details screen, click the Restore button.
    The Restore Attestation modal appears.

  2. Click the Confirm button.

To delete an attestation

  1. On the Policy menu, select Attestations.

    The Attestations screen appears.

  2. Hover over the attestation you would like to delete and click the Context Menu icon.
  3. On the Context menu, select Delete.

    The Delete Attestation modal appears.

  4. Click the Confirm button.

To close an attestation

  1. On the Policy menu, select Attestations.

    The Attestations screen appears.

  2. Hover over the attestation you would like to close and click the Context Menu icon.
  3. On the Context menu, select Close.
    The Close Attestation modal appears.
    Note:

    You cannot close a canceled attestation.

  4. Click the Confirm button.

To export attestation list

  1. On the Policy menu, select Attestations.

    The Attestations screen appears.

  2. On the Attestations screen, click the Context Menu icon in the screen header and select Export.
  3. Click the Close button. The export will be generated in the background. When the report is ready to download, a notification will appear on the Notifications icon button.
  4. Click the Notifications icon button.
    The Notifications popover appears.

  5. Click the export link in the popover to download the exported report.