Forum Discussion

Clarke_Hair's avatar
Clarke_Hair
Contributor
2 years ago

Certification Questions - Require something if answer changes from period to period

We have 40 or so monthly Cert Questions over 50 Entities.  Currently we are running the report and then comparing answers to last months report to find any changes in answers.  Those changes require ...
Confirmation Rules
Workflow
MikeG's avatar
MikeG
Contributor III
2 years ago

Hi Clarke_Hair ,

This sounds interesting.  There is not an independent 'Confirm' step, at the Review level there appears to be only a Process > Confirm > Certify.  You could do something like this:

Or you go with a single 'Workspace' and build a custom Dashboard that summarizes the Certification answers.

I would love to help you build something like this or help you brainstorm it further.  Sounds like a fun project.

Hope this helps.

  • Clarke_Hair's avatar
    Clarke_Hair
    Contributor
    2 years ago

    I will give this a go and see what we can workout.  Thanks for the suggestin.