Once certifications are sent, can they be recalled, deleted, or delegated?
BeantwortetAfter kicking off the certification process, some control owners are on extended leave and new team members are performing the control. How can I recall or delegate the original certification from the original control owner? This will help reduce the noise in the control owner's email while they are on leave and also allow the certification status tracker to be updated with current status and who.
-
Hey Angela Seaborn
Welcome to the Community!
If the Certification has already been sent, you can use the drop down to "Edit Steps" and then you can add the new team members who are performing the control, and you can use the "Skip" option so the original assignee won't need to sign anymore.
This Support Article includes information on both the "Edit Steps" option and the "Skip" option. https://support.workiva.com/hc/en-us/articles/22937959108884-Monitor-certification-actions-in-a-process
Hope this helps!
Thanks
0Bitte melden Sie sich an, um einen Kommentar zu hinterlassen.
Kommentare
1 Kommentar