Monitor certification actions in a process

To learn about monitoring a process in general, see Monitor a process.

Edit a certification action

Even if a certification has already started, you can edit it in the Process tab in the associated process.

To edit a certification that has already started:

Click the three-dot menu next to the certification action.
Select Edit action from the menu.

You can edit fields like the title, any signer or approval steps that haven’t already started, and the assignee or approver reminders.

To edit tags, see Categorize actions using tags.

Restart a certification action

In a process that’s already started, you can restart certification actions by clicking the three-dot menu next to the action and selecting Restart. Once you enter an explanation and restart the action, the certification action’s assignees will be notified that their certification tasks have been restarted.

Note: You won’t be able to restart certification actions in a closed process.

Move a certification action forward if signers or approvers are unavailable

Mark as signed

If there's only one signer for the certification action and they're unable to sign the letter, you can sign on their behalf using the following steps:

Go to the certification action's details and click Mark as signed in the dropdown next to the signer's name.
Enter an explanation for why you're marking the certification as signed. Then click Mark as signed.
The letter will then be automatically approved, and the action will be completed.

Skip signer

If there are multiple signers for the certification action, but one of them is unable to sign the letter, you can skip them using the following steps:

Go to the certification action's details and click Skip in the dropdown next to the signer's name.
Enter an explanation for why you're skipping that signer. Then click Skip user.
The certification action will then move forward.

Skip approver

If an approver is unable to review and approve the letter, you can skip them using the following steps:

Go to the certification action’s details and click Skip in the dropdown next to the approver's name.
Enter an explanation for why you're skipping that approver. Then click Skip user.
The certification action will then move forward.