View and resolve certification tasks

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
    • Summarize
    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 View and resolve certification tasks

    After executing a certification schedule in ServiceNow, either manually or automatically, the system generates certification tasks for records matching the certification filter criteria within the specified table. These tasks are assigned to designated users or groups and placed in the Work in Progress state for resolution. This process helps ensure timely data certification and compliance within your organization.

    Show full answer Show less

    Key Features

    • Automatic Task Creation: Tasks are created based on records that meet filter criteria in tables such as Configuration Item [cmdbci].
    • Assignment: Tasks are assigned to users or groups specified in the certification schedule fields (Assign to User, Assign to Group, or Group).
    • Task State Management: New tasks start in the Work in Progress state; if no records match the filter, the certification schedule state is set to Closed Complete with 100% progress.
    • Task Details Population: Certification schedule details like Short Description, Assigned To, Days to Complete, and Complete By date are automatically added to the task record.
    • Escalation Tracking: The task tracks escalation levels and sends email reminders based on progress thresholds (50%, 75%, and 95% of the time until the Complete By date).

    Certification Task Record Fields

    Each certification task includes key fields that provide visibility and control over the certification process:

    • Number: Unique task identifier.
    • Assigned To / Assignment Group: Responsible user or group for certification.
    • Complete By: Deadline automatically calculated from the schedule.
    • State: Status options include Work in Progress, Closed Incomplete, Closed Complete, and Cancelled.
    • Percent Complete: Progress percentage, read-only when task is closed or cancelled.
    • Escalation: Indicates escalation level and triggers email reminders to owners and managers.
    • Short Description: Populated from the certification schedule’s task description.
    • Work Notes: Allows recording information about the work performed on the certification.

    How to Use

    • To view your certification tasks, navigate to Data Certification > Tasks > My Tasks.
    • To resolve certification tasks assigned to you, follow the process described in the Certify an element procedure.

    This functionality enables ServiceNow customers to manage and track the certification of data efficiently, ensuring accountability and timely completion of certification activities.

    After you execute a certification schedule manually or at a scheduled time, the ServiceNow system performs certain actions.

    • Creates certification tasks for any records that meet the filter requirements in the specified table, like tasks from the Configuration Item [cmdb_ci] table.
    • Assigns the new tasks to the user or group identified in one of these certification schedule fields:
      • Assign to
      • User
      • Assign to group
      • Group
    • Places the new tasks in the Work in Progress state.
    • Adds the certification schedule Short description and Assigned to values to the corresponding fields on the certification task record.
    • Adds the certification schedule Days to complete and Complete by date fields to the certification task record, based on when the task is created.
    Note:
    If the certification filter does not match any CIs, the system sets the State to Closed Complete and the Percent complete to 100.

    To view tasks assigned to you, navigate to Data Certification > Tasks > My Tasks. To resolve tasks assigned to you, see Certify an element. For more information about purpose and usage of certification tasks, see certification tasks.

    The following information is tracked on the certification task record:

    Table 1. Certification task record
    Field Description
    Number An identification number for the certification task.
    Assigned to The user responsible for certifying the data.
    Assignment group The group responsible for certifying the data.
    Complete by [Read-only] A date field containing a deadline for the task. This field is automatically filled in based on the Days to Complete field on the certification schedule.
    State [Read-only] The current state of the certification task. The selections are: Work in Progress, Closed Incomplete, Closed Complete, and Cancelled.
    Percent complete The task progress as a percentage. This field is read-only when a task is in a Closed Incomplete, Closed Complete, or Cancelled state.
    Escalation [Read-only] The escalation level of the task. When 0–49% of the time to Complete By has elapsed, this field is set to Normal. At 50%, this field changes to Moderate and an email reminder is sent to the task owner. At 75%, this field changes to High and an email reminder are sent to the task owner and the manager of the task owner. At 95%, this field remains set to High, but a second email reminder is sent to the task owner and manager.
    Short Description A short description of the task. This field is automatically filled in with the text from the certification schedule of the Task description field.
    Work notes Information about work performed on the certification.