Data certification task notifications
Summarize
Summary of Data Certification Task Notifications
In the Enterprise Architecture Workspace, when a data certification policy runs, the system automatically sends email notifications to task assignees as certification task due dates approach. This functionality is managed by the CMDB Data Manager and requires no additional configuration within the Enterprise Architecture Workspace itself.
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Notification Configuration
Notification settings for certification tasks are controlled via the Notifications property in the CMDB Workspace Data Manager Settings page. By default, notifications are active for both certification and attestation policy types. To modify this setting, administrators with the datamanageradmin role can navigate to Workspaces > CMDB Workspace > Management > Data Manager > Settings.
Setting the Notification Schedule
The timing of notifications is determined by the Days to complete field in the certification policy's Options form. This field defines the total interval for task completion, starting when the task is created. Notifications are sent automatically at 50%, 70%, and 90% milestones of this interval. It is important to set a realistic number of days to ensure assignees have sufficient time to complete their reviews.
Notification Recipients and Timing
- 50%, 70%, and 90% milestones: Notifications are sent to the task assignee (the user assigned to the task).
- Due date breached (on the due date if the task remains open): Notifications are sent to both the task assignee and their manager.
Notifications stop immediately once the certification task is closed.
Responding to Notifications
When receiving a due date notification, users should use the task number in the email subject line to locate and review the certification task. Completing and closing the task stops further notifications. For detailed instructions on reviewing and certifying tasks, refer to the respective guidance on managing data certification tasks.
When a data certification policy runs in the Enterprise Architecture Workspace, the system automatically sends email notifications to task assignees as due dates approach. This notification behavior is provided by the CMDB Data Manager and does not require additional configuration in the Enterprise Architecture Workspace.
You can control when notifications are sent by setting the Days to complete field when creating a certification policy and by enabling notifications in the CMDB Workspace Data Manager settings. For more information, see Create a certification policy and Components related to CMDB Data Manager.
Notification configuration
The due date notifications for certification tasks are controlled by the Notifications property (sn_cmdb_ws.cmdb.dm.policy_types.due_date_notification) in the CMDB Workspace Data Manager
Settings page. The default value of this property is attestation,certification, which means due date notifications are active for both certification and attestation policy types.
To modify this setting, navigate to , select the Data Manager link, and then select Settings in the left navigation bar. The Notifications property requires the
data_manager_admin role to update.
Set the notification schedule in a certification policy
The Days to complete field in the Options form of a certification policy determines the time interval used to calculate when notifications are sent. The interval starts when a certification task is created and ends when the specified number of days elapses.
For more information, see Options form.
Notification schedule
After a certification task is created and notifications are enabled, the system sends email reminders automatically based on how much of the Days to complete interval has elapsed. Notifications stop as soon as the task is closed.
| Notification | When sent | Recipients |
|---|---|---|
| Due date is approaching | 50% of the interval has elapsed | Task assignee (assigned_to user) |
| 70% of the interval has elapsed | ||
| 90% of the interval has elapsed | ||
| Due date breached | On the due date (task still open) | Task assignee (assigned_to user) and the assignee's manager (assigned_to.manager) |
Respond to a notification
When you receive a due date notification, use the task number in the email subject to locate the certification task. For information about reviewing and completing certification tasks, see Review and certify data certification tasks.
After the task is closed, no further notifications are sent for that task.