---
sourceDocument: Australia Enterprise Architecture
sourceDocumentLink: https://www.servicenow.com/docs/r/application-portfolio-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Enterprise Architecture

ft:clusterId :

    - appportman

bundleId :

    - appportman

workflow :

    - Technology


---

# Create a certification policy

# Create a certification policy {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Creating a data certification policy serves as a governance mechanism to ensure that the data used in enterprise architecture models and visualizations is accurate, complete, and trustworthy.

## Before you begin

Role required:
sn_cmdb_admin +
sn_apm.apm_analyst

## Procedure

1. Navigate to WorkspacesEnterprise Architecture Workspace.
2. Open the Data certification page by selecting the Data certification icon (![data certification icon]()).
3. Select New policy.
4. On the Create policy modal, enter details, then select Next.  
   The details are saved as General Information in the workflow. For field information, see [General information form](https://www.servicenow.com/docs/0OpLVK7s9TXMzs4GeKzJow "Learn about the fields of the General information form. Use this form to provide details for the new policy.").
5. Enter details in the Data Filter form.  
   For field information, see [Data filter form](https://www.servicenow.com/docs/LHJwWY4p2AHzRteIKWtJng "Learn about the fields of the Data filter form. Use this form to define which records need certification.").
   * Select Apply filters and then review the results of the impact analysis.
   * Review the lists in the following tabs:
     * Included records: You can select records to be excluded from the policy and select Exclude records.
     * Excluded records: Select records to be included in the policy, and select Include records.
     {#eaw-create-policy__ul_n4l_wvh_khc}
   * Select Continue.
   {#eaw-create-policy__ul_ufq_cvh_khc}
6. Enter details in the Assignment form and then select Continue.  
   * Set the Assignment type and then the Task assignment field that appears, to specify the type of assignment and the table columns to use for assigning the policy tasks. The drop-down list in Task assignment is dynamically populated with columns in the table that the policy is created for, and that reference Assignment type tables, as follows:
     * User Field: Assigns policy tasks to a user in the user field specified in Task assignment. The drop-down list in Task assignment
       contains fields in the table set by the data filter, that references the User \[sys_user\] table (such as Attested by and Assigned to).

       During assignment, records are grouped based on the selected column, allocated to tasks, and then the tasks are assigned to the resulting users.
     * User Group Field: Assigns policy tasks to the user group in the user group field specified in Task assignment. The drop-down list in Task assignment contains fields from the table set in the data filter, that references the Groups \[sys_user_group\] table (such as Change Group and Support Group).

       During assignment, records are grouped based on the selected column, allocated to tasks, and then the tasks will be assigned to the resulting user group.
     * Specific User: Assigns policy tasks to the user specified in Task assignment. The drop-down list in Task assignment contains users with the data_manager_user role.
     * Specific User Group: Assigns policy tasks to the user group specified in Task assignment. The drop-down list in Task assignment contains user groups that are either directly associated with the data_manager_user role, or contain at least one user with the data_manager_user role.

     {#eaw-create-policy__ul_bmf_swh_khc}In the User Group Field and User Field you can use dot-walking by selecting the search icon. In the selection dialog box, drill down lists by expanding or selecting list items that are links (usually appear in a unique text color).
   * For certification and attestation tasks, set the If task assignment field is empty field to create assigned or unassigned tasks in cases where the specified task assignment field is empty. If you select to create an assigned task, then depending on the Assignment type setting, select the user or user group to assign a task to in that situation. Unassigned tasks are later reviewed by an administrator for assignment.
   {#eaw-create-policy__ul_epq_lxh_khc}
7. Enter details in the Options form.  
   For field information, see [Options form](https://www.servicenow.com/docs/dE94x3uepkX4NjJU7AbuTA "The options that appear depends on whether they are relevant to the selected policy type. Therefore, some of the following options don't appear on your form.").
8. Enter details in the Schedule form and then select Continue.  
   For field information, see [Schedule form](https://www.servicenow.com/docs/NJ~LLmG~9MxTk55S4xSbdw "Timing and frequency settings for running the certification task.").
9. Review the policy details on the Review form, and then select Publish policy to activate the policy or Save \& Exit to save the policy as a draft.  
   You can later continue to configure a draft policy, and then publish it when it's ready.
**Related tasks**   

* [Edit a certification policy](https://www.servicenow.com/docs/tDCAHFzhs9CL~l2jd~PlcA "Update an existing certification policy details.")
* [Run certification for a policy](https://www.servicenow.com/docs/_skpY5LmunqJdnhc9MbD0w "Run certification for published policies to generate a new certification instance for an active policy.")
* [Track progress of a certification policy](https://www.servicenow.com/docs/0F87l~DyrfEVnqdIE3Y9_A "Monitor and review the certification policy status to track completion progress and view details such as total tasks, completed tasks, open tasks, and unassigned tasks.")
* [Activate a certification policy](https://www.servicenow.com/docs/5g~zUUdY_d9GXhUPyOKMSA "Activate a certification policy to add it to the active certification runs. This process ensures that the policy is active and can be used for certifications.")
* [Delete a certification policy](https://www.servicenow.com/docs/1koeaI55yq7ls0a30Z6TpA "Delete an unwanted certification policy permanently.")
* [Deactivate a certification policy](https://www.servicenow.com/docs/MFOsex7rWiRbpAcYL33jpw "Deactivate a published policy to remove it from active certification runs. This process ensures that the policy is no longer active and can't be used for certifications.")

*[\>]: and then