How to configure out of the box 'Notify attestation recipient' email notification to fire when a control is set to 'attest' state?

[davidpong]

Hi All,

I was wondering how to get the out of the box 'Notify attestation recipient' notification to send out an html email to a concerned user when a control is set to the 'attest' state. Currently I'm only able to get the email sent out if I choose 'Send when: Record inserted or updated' but not entirely sure if that's how it should be since I assume you want it at the default 'Send when Event is fired'. Has anyone had luck with this part of GRC in Policy and Compliance?

Thanks,

David R

[Avinash69]

Hi David, participants in this thread,

Were you able to setup the OOB notifications for GRC attestations. I am trying to find a solution to send emails using the 'Notify attestation recipient' notification but hard luck as yet. Please respond if anyone found success, it would be immensely helpful.

Thanks,

Avi

[Dexter Parre_o]

OOB, in 'Notify attestation recipient' email notification, the condition for the metric type's Evaluation Method is set to Legacy Attestation:

This notification is triggered by the 'assessment.received' event, which in turn, is triggered by 'Notify assessment user' business rule. If you would check the filter conditions for the BR:

You can see that Legacy Attestation, not Attestation, is included in the condition.

If you want to trigger the OOB notification when a control goes to Attest state:

-In 'Notify attestation recipient' email notification, set the 'Metric type.Evaluation method' to 'Attestation'

-In 'Notify assessment user' business rule, include 'Attestation' in the 'Metric type.Evaluation method'

[Community Alums]

Hi David,

I am running the NY version and at this moment there is no OOTB notifications for GRC but you can take the existing ones as an example. I've tested the following and works on my instance. @Dexter is right on the steps he mentioned but I've extended the reply in order to be easier for you.

Steps:

1. Clone the notification Notify attestation recipient (https://<instance>.service-now.com/nav_to.do?uri=sysevent_email_action.do?sys_id=6a6508b6df11210068c383f36bf26324%26sysparm_view=advanced).

2. In the notification, you need to change the condition (3) to Metric type.Evaluation method = Attestation which is new "attestation_v2" because the out of the box is set up to run for the legacy attestations. The notification (2) will trigger an event named  "assessment.received".

3. The event assessment.received will fire a workflow when an assessment is assigned to a user. The workflow is assured by the business rule Notify assessment user available in the Assessment Instance table (https://<instance>.service-now.com/nav_to.do?uri=sys_script.do?sys_id=db670401d7220100c11180f29e610380).

In the conditions (4)  please add "Attestation"(attestation_v2) to be part of your condition. If you want to have a general notification for GRC attestations you can add risk_assessment and attestation_v2. 

4. Try to move your control back to "Draft" and re-atest the control to generate the attestation. Make sure your user is on the respondents. This will generate an attestation automatically.

5. Check Sys Event table (sysevent.list) and validate that event has been triggered.

6. If you have everything set up correctly, you can check in the Sent mailbox that your email has been delivered to the recipient.

The end result on your inbox will be something like:

Many thanks,
Raf

[Community Alums]

Hi David, did you manage to get this sorted? Please don't forget to mark the answer as Correct/Helpful if applicable because it might help other community members in the future to search for the correct answer easily.

[Vasu1]

Hi Rafael,

Can you share how to add evaluation Method attribute to the form?

without Evaluation method i cannot send notifications?

 that attribute available OOB? 

as conditions says metric type evaluation method?

please give some enlighten on that method in assessment instance form?

Best

Sri