Sending Attestations

You can send attestations from published standards, policies, and procedures in the Policy module. Attestations are sent to respondents by organization or individual respondents and can be tracked on the Attestation Details screen. For more information, see Attestation FAQs.

Before launching an attestation, you must validate users in the organization hierarchy and publish a document. For more information on publishing a document, see Building and Editing a Document.

To send attestation to respondents

  1. On the Policy Management menu, select Attestations.

    The Attestations screen appears.

  2. Open the attestation you would like to send to respondents.
  3. On the Attestation Details screen, click the Send button.
    The Send Attestation screen appears.

  4. Select the check box next to the organization, sub-organizations, or individual users in which you would like to send an attestation.
  5. Click the Send button.
    The Attestation Details screen will appear showing attestation respondent details.
    Note:

    You can use the search bar to locate specific users in the attestation respondent list.



To manage respondents

  1. On the Attestation Details screen, click the Manage Respondents button.

    The Send Attestation screen appears.

  2. Select the check box next to the organization, sub-organizations, or individual users in which you would like to send an attestation.
    Note:

    Click a checked box to remove that organization, sub-organization, or user from your respondent list.

  3. Click the name of an organization or sub-organization to view and search a list of users.
    Note:

    You can also use this screen to import new users into the organization.

    The Users in Organization screen appears.

  4. Click the Close button.
  5. Click the Send button.
    The Attestation Details screen will appear showing updated attestation respondent details.

To resend the attestation link to unresponsive respondents

  1. On the Attestation Details screen, click the Resend Link button.
    The Resend Attestation modal appears.
    Note:

    The Resend Link button is used to resend the attestation to respondents who have not yet attested the document they were assigned. If a respondent has already attested the document, they will not get a reminder email.



  2. Click the Confirm button.

To export the respondent list

  1. On the Attestation Details screen, click the Context Menu icon button.
  2. On the Context menu, select Export Respondent List.

    The Report Download modal appears.

  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.