Mark a certification task as closed incomplete

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Mark a task as closed incomplete if, for example, only some of the elements can be certified.

    Before you begin

    Role required: admin

    About this task

    The following users can mark a task as closed incomplete:
    • Users with the certification_admin role.
    • User identified in the Assigned to field on the certification task record.

    To mark a task as closed incomplete:

    Procedure

    1. Navigate to All > Data Certification > Tasks and select All Tasks, or My Tasks.
    2. Click a certification task Number.
    3. In Work Notes, enter information about why the task could not be completed.
    4. Click Close Incomplete.
      If at least one task on a certification instance is marked Closed Incomplete, the Completed date and Percent complete fields on the certification instance record are not updated. A user with the certification_admin role can:
      • Complete the incomplete task or tasks.
      • Cancel the incomplete task or tasks.
      When all tasks on the certification instance are Closed Complete or Cancelled:
      • The system sets the Completed date field on the certification instance record to the current date and time.
      • The Percent complete field on the certification instance record is set to 100 percent.