Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
Previously, in Classic Certifications, we were able to change the due date after the process was sent. This appears to no longer be the case in Processes for certification actions. We have certification actions that get signed, in sequence, by 2...
Is there a way to set up conditional questions within the certification process? For example, if an individual answers 'yes' to question 1, they would receive a question 1a, otherwise they would not?
Within the new processes module you are able to view individual attachments from the 'Certification Reposnses' report. Are these attachments also saved/made available from a folder within the files area of the workspace? I'm trying to find a way t...
I have reviewed the training documentation and Community posts and did not see any guidance or option for providing access/visibility to Certification tasks to a user that is not a designated signer/approver for a task. Is this feature something t...
Hello, I am working in a letter in the new Certifications. I see where I can change the formatting (like font) for a question. However, I can't change the font for the response options to match. Am I missing something?
- We would LOVE the ability to insert an image in a letter of the certification process.
We would like the functionality of the 'Reports' section improved. The Process Status, Process Activity, and Certification Responses screens need to have sort and filter options added to the columns. Currently the only options available are to mov...
In the new certification process, we would like to have the status chart to reflect the real-time sign off status when multiple signers are assigned for one document in one step. In the example below, I have 4 signers assigned to one doc in one s...
We used to be able to export all our certs in one step to see it in one package. Now, best I can tell, we either have to export them all individually, or export a CSV file which is good for a log, but not for auditors. Please advise if I'm miss...
Cannot see a way to change the organization time zone to use anything other than UTC. I have contacted support and they are looking into it. By the way, I know I can change my local time zone, but we need to change it for the organization to mat...
We have certifications going in the new process and have run into an issue. For one process, all people that will sign have completed it, but the process is not marked complete as one person did not sign. We do not want to delete the action becaus...
My boss is the only approver for certification tasks and we are finding that when the activity shows a task was completed and autoapproved, the approver is notified, by she isn't seeing any email notifying her of anything. She has checked junk fo...
In the new Process/Certifications experience is it possible to change the approver once kicked off? I had an approver leave and it is stuck in limbo now. I have read that the classic certification had a Is Mark As Signed option, does that still ...
Hello Team, Is there a way to add a new certifier to an already running or open process?
I send out certifications in three groups, at three different times, under one process. It does not seem like I can do this in one process using the new tool but I am hoping I am just not seeing how to do this.
Can the product development team please add additional character space to the instructions box? We need at least 1,000 more characters space to be able to provide the same level of instructions from the old certification module.
When can we expect the ability to add graphics in the form of .jpg, .png etc to a certification letter template (i.e. a static chart picture or in a letterhead logo)? The old certification module didn't have this functionality and it appears we do...
Hello, Is it possible to send te letters within a process at different moments as it was possble in the old plateform. Meaning sending some letters on week one and once the letters are signed we can send to the next level on week two and so on. ...
Hi! I have a couple of questions - some of which have been addressed in this forum before. As we're about to start quarter-end in a few days, we wanted to confirm before 6/30 a few features that were in the Classic version: 1. Signing without l...
Is there way to customize the email, either in bulk or individually, that goes out to Signers when you Run a Process? Currently they all look like this: Julie Walker, You have a certification task to complete. Please review and certify the let...
Hi, In the new certification process, under the status we see various color represented, for different activities. One such activity is, when a process is completed 100% the color is Green. We also see a process which is 100% but the status color ...
I have migrated my Q1 Certifications but now where to do I find them? I looked under Processes and nothing is listed.
I am in the process of migrating to the new Certifications Process interface. In the old Certifications interface, I was able to copy or "roll forward" a certification letter into the succeeding period without including signers. This feature was v...
Hi, Within the classic certifications users were able to add tags to items to improve the reporting functionality, is this within the release schedule for the new processes module? Also will it be possible to create user groups and assign groups ...
Is the feature now available to allow signers to sign without entering username/password? I see the option to allow them to either type name or just click to sign, but wasn't sure about the higher level for accessing in general. Thank you.
I do not see the option to set reminders. Will I be able to set reminders same as in old version?
Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
Hi there! Should I be able to see processes that have been drafted but not run yet in the processes tab on the home page of my workspace? I need to access processes that are in the build phase but have not been run yet with a status that says some...
What is the process to add a link address in a letter for certifiers to review prior to signing?
Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
