Attestations

Who can submit, review, and approve attestations?

• Submitters are selected from inventory record stakeholders,¹ such as Record Owner, Record Developer, or Record Validator.
• Reviewers and approvers are selected from roles,² and their access is scoped to the groups they are responsible for.³

¹ Manage record stakeholder types

² Manage roles

³ Manage groups

Why aren’t attestations displayed right after I create them?

The Attestations dashboard and attestation period selectors only show active or past periods. If the only periods you have configured are future-dated (start date in the future), nothing appears there until the start date — this is expected behavior, not a configuration error.

After you configure attestation templates and periods,⁴ participants are notified when the period begins.

⁴ Manage attestations

Why are my attestations split into multiple submissions?

Attestations are organized by both record owner and group.⁵

⁵ Manage groups

If you own records across multiple groups, you may receive separate submissions so each group’s reviewer or approver can act only on the records they are permitted to govern.

Can I schedule recurring attestation periods?

No. Attestation periods must be scheduled individually. You can create quarterly, annual, or other periods, but each period needs its own start and end date.

Can I start an attestation period in the past?

No. The start date must be today or a future date. You cannot backdate an attestation period to trigger attestations retroactively.

What happens when an attestation period starts?

1. When the period begins, ValidMind Platform captures a snapshot of the included records,⁶ validation issues, and other artifacts.⁷

2. Participants are notified that their attestation tasks are ready, and they can access them from My Inbox⁸ or the Attestations dashboard.

⁶ Working with the inventory

⁷ Working with artifacts

⁸ Manage platform notifications

What information is captured in an attestation snapshot?

The snapshot captures the records included in the attestation scope, selected inventory fields for relevant records,⁹ open validation issues, and other artifacts¹⁰ at the time the period starts.

⁹ Working with the inventory

¹⁰ Working with artifacts

When the period is completed, ValidMind Platform captures a final snapshot for before-and-after comparison.

Can I change an attestation after signing off?

No. Attestation sign-offs are permanent. After an approver signs off, the attestation is recorded in the record’s history as part of the audit trail.¹¹

¹¹ Approve attestations

What happens if a reviewer rejects an attestation?

1. The attestation returns to the submitter for revisions.¹²

2. The submitter updates their responses and resubmits the questionnaire for review.¹³ ValidMind Platform keeps a history of the status changes and notes.¹⁴

¹² Review attestations

¹³ Submit attestations

¹⁴ View record activity

Can I complete a period before all submissions are signed off?

Yes. Administrators can manually complete an active period before all submissions are finished. After completion, no further actions can be taken on any submissions in that period.¹⁵

¹⁵ Manage attestations

Why can’t I delete an attestation template?

You cannot delete a template while it has active attestation periods. Complete or cancel any active periods first, then delete the template.¹⁶

¹⁶ Manage attestations

Can I export attestation responses and snapshots?

Yes. From the Attestations dashboard, you can export data from the Progress, Responses, Inventory, Validation Issues, and Artifacts tabs in comma-separated values (.csv) or Excel (.xlsx) format.¹⁷

¹⁷ Manage attestations

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