Control Overdue Attestation notification

[Amar Birajdar]

Hi, I need to create a notification for control overdue attestations which should be sent to the IT Owner/Delegate and Requester of an attestation with open Control Attestations with a cadence including: 

1. 30-days following when the Controls are set to Attest and
2. Weekly thereafter until the Control Attestation(s) are completed.

I am new to ServiceNow. need help in how to implement this requirement. should I be using flow designer or scheduled job for this.

[Mark Manders · Accepted solution]

Since you are new to this: use flow designer. It will really help you a lot because of the 'not scripting' part (why script something you can just easily drag and drop?

Your trigger is 'Control set to Attest'. You then start with a wait condition (30 days) and then a lookup to the Control Attestations to see if there are any that aren't completed yet. If so, you use the for each (you want this for every uncompleted attestation, I assume) and 'send notification' action (you select the record and the notification you need to send). 

It is best to create the notification first. It can be setup like any other notification (set the content and the fields of who need to receive). The only difference is that the 'when to send' is 'triggered'.

Then you use a 'do the following until' with a wait condition of 7 days and the same check on completeness and the same 'send notification' action. The 'until' is done until the entire thing is completed. In this way (within the 'for each' loop) it will run this for each attestation.

[Mark Manders · Accepted solution]

Since you are new to this: use flow designer. It will really help you a lot because of the 'not scripting' part (why script something you can just easily drag and drop?

Your trigger is 'Control set to Attest'. You then start with a wait condition (30 days) and then a lookup to the Control Attestations to see if there are any that aren't completed yet. If so, you use the for each (you want this for every uncompleted attestation, I assume) and 'send notification' action (you select the record and the notification you need to send). 

It is best to create the notification first. It can be setup like any other notification (set the content and the fields of who need to receive). The only difference is that the 'when to send' is 'triggered'.

Then you use a 'do the following until' with a wait condition of 7 days and the same check on completeness and the same 'send notification' action. The 'until' is done until the entire thing is completed. In this way (within the 'for each' loop) it will run this for each attestation.

[Amar Birajdar]

Hi Mark, 

Thanks for the answer. I have a question related to trigger condition, should I put it 'Control set to Attest' on control table or  Daily basis on attestation table.

[Mark Manders · Accepted solution]

I would put it on 'Control set to Attest', because then you will run it on that record and it's related attestations, until all are done.

If you run it on a daily base, finding all controls, you will have to apply logic to the records so you can find the ones that were set to attest 30 days ago and on the attestations to see if the last notification was send 7 days ago. It would be a more complex flow and require additional logic.