Certification Process Details in Dashboard
Hello,
I am looking for a quicker way to see the specific dates that each person signs off on a certification.
In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so these are visible at quick glance.
In addition, I don't see details for each signer in the Process Activity section; only the first signer is showing up.
To get details for specific dates signed by each person, I have to click into the actual certification, which adds a lot of time.
Thanks.
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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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