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Certification Process Details in Dashboard



1 comment

  • Mike

    Hi Lynn!

    Thanks for the question. In the Process view, the only way to see the status for each person is to click on the action and view the right-hand panel. You could also export the Process Status view to CSV, which does show the date & time stamp for each responsible party but that does take it out of Workiva.

    That said, we are looking into a customizable status tracker for Process-based Certifications and I'm happy to add this suggestion there. Let me now if you have any follow-ups or need anything else. Happy Friday!


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