---
sourceDocument: Zurich ServiceNow AI Platform Capabilities
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/servicenow-platform

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Data Certification Dashboard

# Data Certification Dashboard {#ariaid-title1}

Release version: Zurich  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
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This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Data Certification Dashboard

The Data Certification Dashboard in CMDB Workspace serves as a centralized interface for managing Data Certification instances and tasks.
It allows you to monitor counts, progress, states, and analytical insights related to certification activities.
The dashboard is populated by Data Certification execution records, enabling you to review, reassign, and manage overdue certification tasks efficiently.
Show full answer Show less  

## Role Requirements

* **datamanageruser:** Minimum role required for access. Enables visibility of certification tasks assigned to the user, their assignment groups, or those they manage.
* **datamanageradmin:** Provides full access to all certification tasks across the system.

## Access

To access the dashboard, navigate to **Workspaces \> CMDB Workspace** , then select the **Tasks** icon and choose **Certification** in the Tasks panel.

## Certification Tasks

The **Certification tasks** tab displays all certification tasks from all policy executions and instances available to your role. You can view task progress, completion percentage, and status such as *Not Started* or *Past Due*. The list supports filtering, sorting, grouping, and searching. Selecting a task reveals detailed information and options to process it.

## Certification Instances

The **Certification instances** tab shows aggregated data about certification instances, each representing a set of tasks from a specific policy execution. You can:

* View progress indicators and general states for each instance.
* See total tasks and breakdowns by complete, open, or unassigned status.
* Toggle between List and Card views.
* Filter instances by state, assignment group, assigned user, or search by policy name.
* Sort instances by attributes such as state, completion percentage, or execution number.
* Access detailed instance information and drill down to individual tasks and certification records.

Certification records can be filtered by their state (Certified or Failed) to focus on records with specific outcomes.

## Workload and Aging Tasks

The **Workload and Aging tasks** tab provides insights into task distribution and overdue certifications:

* **Workload:** Displays task distribution by user groups or individual users with percentages and total counts. Selecting any entry drills down to the related tasks for processing.
* **Aging:** Shows bar charts indicating counts of past-due certification tasks, categorized by timeframes (default is 61--90 days and over 90 days). Selecting a chart filters to the relevant overdue tasks.

The past due timeframe is controlled by the system property `sncmdbws.glide.cmdb.data.manager.aging.policy.task.timeframe`.  
Use the Data Certification Dashboard in CMDB Workspace as a central location to manage Data Certification instances and tasks, and to see counts, progress, state, and analytical insights. You can drill down past due
certification tasks to examine and to reassign them, for example, so that they can be completed by an appropriate user.

The Data Certification Dashboard gets populated by Data Certification execution records. For information about the archive rules that control the retention of those records, see 'Retention of Data Certification records' in [Data Certification experience in CMDB Workspace](https://www.servicenow.com/docs/nnOKR1gXNEl14kWtvqa8vw "Use Data Certification in CMDB Workspace to administer Data Certification, create certification policies, manage certification tasks, and view analytics about on-going processes.").

## Role requirements {#data-cert-dashboard-workspace__section_qcq_p3m_tfc}

The user role determines which certification tasks are included in the dashboard, as follows:

* data_manager_user: Minimum role required for access. Provides access to those certification tasks that are assigned to the user, to an assignment group that the user is a member of, or if the user is the manager of the assigned user or of the assignment group.
* data_manager_admin: Provides access to all certification tasks.
{#data-cert-dashboard-workspace__ul_g4k_q3m_tfc}

## Access {#data-cert-dashboard-workspace__section_wpp_v5g_whc}

Navigate to WorkspacesCMDB Workspace and in the navigation panel select the Tasks icon. In the Tasks navigation panel select Certification.

## Reviewing certification tasks {#data-cert-dashboard-workspace__section_k4m_tmv_sfc}

The Data Certification Dashboard provides several ways for you to drill down to the certification tasks list, which can contain tasks requiring review. For information about reviewing (and then certifying or failing), reassigning,
or canceling tasks, see [Review certification tasks](https://www.servicenow.com/docs/mJCnPYhO88rXK_gKV~CWLQ "Review the values of record fields and CI attributes in certification tasks assigned to you, and then certify, edit, or fail the review according to your findings. For managers, tasks of direct reports are included, and for user group managers, tasks of members in the group are also included.").

## Certification tasks {#data-cert-dashboard-workspace__section_nhj_ltw_g3c}

The Certification tasks tab lists all certification tasks from all policy executions from all certification instances, per your user role. For each task you can see details such as progress indicators, overall percent complete, and
a general state such as Not Started and Past Due.

You can filter, sort, or group the list of tasks, or search for specific tasks. Select a task to see its details and to process.

## Certification instances {#data-cert-dashboard-workspace__section_qtt_xh1_sfc}

The Certification instances tab shows counts and other details for certification instances. A certification instance is the collection of certification tasks for a policy execution identified by its unique policy execution number.
For each certification instance, the dashboard shows progress indicators such as the overall percent complete, and a general state such as Not Started and Past Due. Each card shows the total number of associated tasks, and within
that total, the number of tasks in a complete, open, and unassigned state.  
You can:

* Switch the type of view by selecting the List or the Cards icon.
* Filter the list of certification instances that appear, by selecting the available filters such as State, Assignment group, or Assigned to filter and then selecting the specific items that you want to filter by.
* Filter the list of certification instances that appear by searching for specific strings in certification policy names.
* Sort the list of certification instances by various attributes such as instance state, percent complete, or policy execution number. Select ascending or descending sort order to apply along with any list filter.
* Select the info icon next to a certification instance name, to show its respective policy execution number. For information about policy execution numbers, see table CMDB Data Management Policy Executions \[cmdb_data_management_policy_execution\] in [Components related to CMDB Data Manager](https://www.servicenow.com/docs/9YWHQr2Ey3EA_ECFFvmWCg "The following scheduled jobs, tables, roles, and properties, are related to CMDB Data Manager. Some of those, are installed with CMDB Workspace.").
{#data-cert-dashboard-workspace__ul_opl_xx3_sfc}

Select a card to see more details about the certification instance, and all the tasks in that instance based on your user role. In the Certification tasks tab you can drill down the certification tasks list to access the tasks
themselves for processing.

Select the Certification records tab to see all the certification records associated with all of the certification tasks in the certification instance. You can filter the certification records by Certified or
Failed to show those records with at least one attribute in the selected state.

## Workload and Aging tasks {#data-cert-dashboard-workspace__section_avv_yh1_sfc}

The Workload and Aging tasks tab contains two tabs showing the distribution of certification tasks workload and past-due tasks.

Workload
:   Shows the distribution of work related to certification tasks, by user groups and by individual users. Select the Groups or the Individuals tab to see the distribution by percentage and by total number of tasks. Select any
    entry in a list to drill down to the certification tasks list which lets you then access the tasks themselves for processing.

Aging
:   Shows bar charts with counts of data certification tasks that are past due. Past due state is determined by the setting of the sn_cmdb_ws.glide.cmdb.data.manager.aging.policy.task.timeframe system
    property (by default, 61--90 and over 90 days old). Select a chart to drill down to the certification tasks list which lets you then access the tasks themselves for processing.

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