--- sourceDocument: Australia Enterprise Architecture sourceDocumentLink: https://www.servicenow.com/docs/r/australia/application-portfolio-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enterprise Architecture ft:clusterId : - appportman bundleId : - appportman workflow : - Technology --- # Manage requests, certifications, and assessments # Managing requests, certifications, and assessments {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI 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 Managing requests, certifications, and assessments This functionality in the Enterprise Architect Workspace enables you to efficiently manage and monitor requests, certifications, assessments, and technology portfolio audits related to your business applications and technology assets. It helps maintain an accurate and up-to-date business application inventory, evaluate application performance and risk, and track alignment with Technology Reference Model (TRM) standards. Show full answer Show less ## Key Features * **My Approvals and My Requests:** View and act on requests awaiting your approval or assigned to you as an approver, facilitating streamlined decision-making. * **My Certifications:** Access certifications assigned directly to you, your groups, or reports to keep your business application data current, which is crucial for accurate assessment metrics. Certification data sources vary depending on the EA Workspace version, and migration to the CMDB Data Management Certification Policies table may be required. * **Assessments:** Review assessments that score business applications using configurable indicators covering dimensions like cost, quality, technical risk, investments, user satisfaction, and business value. You can extend indicators based on your business needs. * **Technology Portfolio Audit:** Identify software products or hardware models with missing or approximated lifecycle data using audit information. This assists in evaluating lifecycle matching and technology lifecycle risks by leveraging scheduled jobs that query IT Asset Management content libraries. * **Technical Debt:** Monitor TRM technical debts created for products not aligned with TRM phases or standards. This includes missing TRM product records or lifecycle phase restrictions. The technical debt table shows detailed reasons, associated business applications, and TRM phase status, updated via a custom scheduled job. ## Practical Use for ServiceNow Customers * Track and manage approval workflows for technology and application requests efficiently. * Maintain a validated and certified business applications inventory to support accurate application scoring and risk assessments. * Customize assessment indicators to align with specific organizational metrics and priorities. * Leverage Technology Portfolio Audit data to ensure software and hardware lifecycle information is complete and up to date, reducing risk related to unsupported or outdated technology. * Identify and address technical debt to ensure technology compliance with TRM standards, helping to minimize risk and improve governance. * Use scheduled jobs to automate data population and updates for lifecycle risk and technical debt, enhancing data accuracy and reducing manual effort. As an Enterprise Architect, you can manage all requests. You can view the status of the certifications, assessments, and technology portfolio audit information. ## My approvals {#manage-requests-certs-assessments__section_x2w_tq2_bdc} The My Approvals tab lists the requests that are waiting for your approval. ## My requests {#manage-requests-certs-assessments__section_wp5_mgf_fwb} The My Requests tab shows the list of requests assigned to you as an approver. By default, it shows all the requests as a paginated result. Select View All to see the full list. You can open a request record by selecting it to approve or reject the request. ## My certifications {#manage-requests-certs-assessments__section_v4s_ngf_fwb} The My Certifications tab shows the list of certifications that are relevant to you. Specifically, the tab displays certifications that meet any of the following criteria: * Assigned directly to you * Assigned to any group you belong to * Assigned to any group you manage * Assigned to any of your direct reports {#manage-requests-certs-assessments__ul_wtb_hr5_33c}You can use this tab to keep your business applications inventory up to date by periodically certifying the data in the business applications table. Keeping your business application data current helps you assess your business applications accurately, as several indicators depend on this data. Select View All to see the full list of certifications. Select the certification number, certification schedule, or certification instance to see more details. If you have directly installed the 4.0.0 version of the EA Workspace store application, the My certifications table fetches data from the CMDB Data Management Task (cmdb_data_management_task) table. If you upgraded your EA Workspace from a previous version to the 4.0.0 version, your certification data may still be fetched from the Certification Schedules (cert_schedule) table. You must migrate your certification policies to the CMDB Data Management Certification Policies (sn_cmdb_ws_dm_certification_policy) table. For more information, see [Import certification schedules in to Data Manager](https://www.servicenow.com/docs/ZC8u317cMXtF5VmgokduUQ "Import the certification schedules into Data Manager to convert the existing certification schedules to certification policies.") and [Publish a draft Data Manager policy](https://www.servicenow.com/docs/XKPI_ALsF7ZhaBt4HT99HA "Publish the draft policies to activate them."). ## Assessments {#manage-requests-certs-assessments__section_rxp_4gf_fwb} The Assessments tab shows the list of assessments for your applications that help you to evaluate and score your business applications based on qualitative inputs. Application indicators are business metrics that assess the applications across dimensions such as cost, quality, technical risk, investments, user satisfaction, and business value. Each indicator periodically captures related application data that is used to calculate the application score. The assessment of applications is done on an extensible framework, which is based on the various configured indicators. If you require indicators other than the preconfigured ones to calculate the application score, then you can create an indicator based on your business requirements. You can select View all to see the list of assessments. Select the assessment number and metric type to see more details. ## Technology Portfolio audit {#manage-requests-certs-assessments__section_abb_33m_cxb} The  Technology Portfolio Audit tab shows audit information for your applications. An entry in this table indicates that at least one lifecycle for that software product or hardware model was either approximated, or not found, or doesn't exist. For example, the software product full version might be 9.2.1. The End of Support lifecycle version in the Software Asset Management Content library might only be full version 9.2. This audit table helps you to evaluate the lifecycle matching information based on the details of the products being used in your organization. Use the table to identify exact lifecycle version matches or missing lifecycle versions for software products and hardware models in your organization. The data in the Technology Portfolio Audit table is fetched from the TPM Technology Lifecycle Exception \[sn_apm_tpm_technology_lifecycle_exception\] table. As an admin user, you can run the Populate TPM Discovered Technologies and Lifecycles scheduled job on-demand to calculate the technology lifecycle risk for your application portfolio. The scheduled job executes the script generating the lifecycle risk dates for your software products and hardware models by querying the ITAM content library. These dates include end of support date, end of extended support date, and end of life date. For more details, see [Run a scheduled job to generate TLM lifecycle data](https://www.servicenow.com/docs/UkcgZNEP3qKRJkJLCKntSg "Run a scheduled job to fetch the technology lifecycle data for your technology portfolio."). Whether the script runs on demand or scheduled, you can view the results in the Portfolio \> Technology Portfolio Management \> Logs page. {#manage-requests-certs-assessments__table_frn_x3m_cxb__entry__2} | Column name | Description | |-|-| | Type | Application type. Choices are: * Software * Hardware {#manage-requests-certs-assessments__ul_frf_vql_gxb} | | Software product | Name of the software product. | | Product version | Version number of the product. | | Product edition | Edition of the product. For example, Standard. | | Product full version | Full version of the product. | | Hardware model | Hardware model that is associated with the software product. | | Verification status | Verification status of the product. Choices are: * Need to verify * Verified * Rejected {#manage-requests-certs-assessments__ul_qxy_wql_gxb} | | Comments | Customer comments. | | Lifecycle phase | Lifecycle phase of the product. | | Phase start date | Lifecycle phase start date. | | Edition | Edition of the lifecycle. | | Full version | Full version of the lifecycle. | | Match notes | Notes by the customer. | | Technology lifecycle | TPM technology lifecycle information of the software product or hardware model. | [Table 1. Technology portfolio audit table] {#manage-requests-certs-assessments__table_frn_x3m_cxb} ## Technical Debt {#manage-requests-certs-assessments__section_wj2_21g_tyb} The  Technical Debt tab shows the list of TRM technical debt that are created for the products that aren't aligned with the TRM phases and standards. A technical debt indicates either there is no TRM product record for a software product used by one or more business applications. It may also indicate that the TRM product has one or more internal lifecycle phases that restrict its usage. In this table, you can view the TRM products and associated business applications details, and the reason for the technical debt. A custom scheduled job Populate TRM technical debts in the EA Workspace runs and creates an entry in the TRM Technical Debt table. For more details, see [TRM technical debt](https://www.servicenow.com/docs/9HeJ7gsI3hwIrMTcfucN0g "Manage the TRM technical debts that are created for the products that aren’t approved for the usage.") and [Update TRM technical debt data using scheduled job](https://www.servicenow.com/docs/46bBW0f8U8Y0fUG0J44znQ "Run the scheduled job to update technical debt data based on Technology Reference Model (TRM) phases. This job identifies products not approved for use in your enterprise and can be scheduled to run periodically."). {#manage-requests-certs-assessments__table_ak2_5fg_tyb__entry__2} | Column name | Description | |-|-| | TRM product | Name of the TRM product. A software product that is having version specific life cycles. | | Business Application | Name of the business application associated with the TRM product. | | Software product model | Name of the software product model related to the TRM product. | | TRM phase | Phase of the TRM product. The following TRM phases are available from the base system: * Approved: The technology is approved for use. * Approved with Constraints: The technology can be used within the specified constraints specified in the comments. * Divest: A decision was taken to divest from the use of the technology. * Evaluation: This technology is being evaluated and can't be used to production purposes. * Unapproved: The technology isn't permitted to be used. {#manage-requests-certs-assessments__eaw-create-trm-phase_define-trm-phases_ul_ghz_pcg_d5b} Note: You can modify these phases from the EA Workspace \> Setup \> TRM Phases page. | | TRM level | The level (Product or Product Lifecycle) at which the technical debt is created. | | Version | Version of the software product. Usually, the name of the Software product model contains this version. | | Reason | The reason to explain why the technical debt was created. | | Last run | Shows the time stamp when the custom scheduled job Populate TRM technical debts in the EA Workspace is run to update the table with technical debt. | [Table 2. Technical Debt table] {#manage-requests-certs-assessments__table_ak2_5fg_tyb} **Related tasks** * [Approve or reject a modeling diagram request](https://www.servicenow.com/docs/X7ks9ctPu2F4sJ0Px7cuuw "As an Enterprise Architect, approve or reject a Enterprise Modeling and Visualization diagram requests submitted by other users.")