New certifications processes- questions/comments
AnsweredGood afternoon,
I just got my first chance to play with the new certifications tool within processes. I have a few questions/comments that I was hoping someone could help clarify or ideas to include going forward.
- First, this feels very clunky compared to the classic certifications. Examples include text very delayed in appearing in text boxes when typing an explanation (like 10+ seconds delay) or radials clearing after already choosing a response.
- Cannot bounce back a certification once complete. This can be frustrating if one of our business units finds something after they've already signed the certification and need to update a response/submission.
- Is there a way to delete a template? I created a test template I'd like to remove but I can definitely foresee wanting to clear out outdated or unneeded templates in the future.
- Classic certifications allowed you to schedule automatic reminders for those who have not yet submitted the certification as the due date approaches. Will this be included with the new certifications tool?
- Classic certifications allowed signors to review and sign a certification outside of Workiva (ie without logging in). Is this a feature that is or will be available for the new tool?
- Are there any thoughts about allowing links in the certifications tool? This was not a part of classic but it's something we've always wanted. For example, our rep letters and sox certifications include the period under review (ie during the three and six months ended June 30, 2023). I'd like to link this similar to wdesk spreadsheets where we can update the date in one place and its pushed into all of our templates. We send out a lot of certifications and its always a struggle to update every template before loading into a process.
Thank you for your help!
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Hi Kevin Lockwood,
Happy to clarify the following for ya!
- In terms of connection issues, our Support Team is the best point of contact.
- Bouncing back a certification is considered for our future roadmap, it is not planned for this year though.
- You delete a template the same as any other file in the system. In Files, select the template and click the trash can icon.
- Reminder features are set to be released at the end of June.
- The ability to sign without logging in was released on Monday in Wave 3.
- Linking has been received as an idea by few customers and will be considered.
More information can be found here!
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The ability to revise a certification needs to be handled ASAP, not next year, please. It is not the most user friendly process to remove the ability for us to revoke a cert because it was wording wrongly, etc... Mistakes happen and unless I'm missing, this seems to be a HUGE oversight by those developing the new platform. You had a good platform that could handle resending a cert rather easily....such is no longer and to my huge disappointment.
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Agree. This is a disappointment. We can not set reminders anymore. It was a huge set back during Q2 Cert.
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FYI - we figured out the new way to create a new cert within a process without creating a new process, so my comment above has been addressed.
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As Certifications are normally used on a periodic basis (e.g. quarterly) I don't seem to find a way to copy a template for use in the next period. That would be a Very helpful and time saving feature. It would also provide better traceability to the language in the certification instructions and any added attachments that are not recorded in the individual signers' responses. It would also help when you have numerous items in a certification that you may want to create a template for a group that only is to certify a portion of the overall question set.
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