Catalog Item Review Process

rroberts
Tera Contributor

I am looking for the best way to automate a verification process.  Th process will  allow my catalog item owners to verify that the items are still required and they are still the owner.  Any thoughts will be greatly appreciated. 

1 ACCEPTED SOLUTION

Kieran Anson
Kilo Patron

Data Certification (servicenow.com) could be a good option if you're just wanting someone to certify whether an item needs to exist. It allows for the rollup of work into a single task where the "owner" can then validate all of the items assigned to them

KieranAnson_0-1716490780974.png

In terms of automation, based on the completion of a certification task, you could create a flow that fires and de-activates the items that are marked as failing the certification process. You could go as far as beautifying the whole process and putting it into a workspace and leverage UI Builder to make it a bit more catalog-centric.

 

A very simple option is to have a scheduled flow that create a request item per catalog item that acts as the validation process. This does have some sticking points, main one bleeding request management with system/data validity, but could be a worthwhile stepping stone into a more mature process.

 

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4 REPLIES 4

Kieran Anson
Kilo Patron

Data Certification (servicenow.com) could be a good option if you're just wanting someone to certify whether an item needs to exist. It allows for the rollup of work into a single task where the "owner" can then validate all of the items assigned to them

KieranAnson_0-1716490780974.png

In terms of automation, based on the completion of a certification task, you could create a flow that fires and de-activates the items that are marked as failing the certification process. You could go as far as beautifying the whole process and putting it into a workspace and leverage UI Builder to make it a bit more catalog-centric.

 

A very simple option is to have a scheduled flow that create a request item per catalog item that acts as the validation process. This does have some sticking points, main one bleeding request management with system/data validity, but could be a worthwhile stepping stone into a more mature process.

 

Keiran, thank you for the quick reply.  I would like the catalog item owner to certify if the task exist.  Can you provide the steps to create that type of certification task?

Kieran, this saved me hours of research.  Thank you for your solution!👏

rroberts
Tera Contributor

I did not have the data certification plug-in installed.  Let me try that first.