Attestations: Snapshots, scheduling, and notifications
Better lifecycle management with snapshots
The attestation process now uses a snapshot-based lifecycle management process. This change ensures that every attestation execution is tied to the exact state of the system at the moment it started, providing an immutable audit trail.
Admin notifications when attestation schedules are blocked
This update improves the attestation scheduling process by adding admin notifications. You will now receive an email if a new attestation period cannot start because the previous one is still active, prompting you to complete any outstanding attestations.
Receive attestation emails only if you have pending actions
You will now receive attestation reminder emails only if you have pending actions. Once you complete your attestation tasks, you will no longer receive unnecessary reminders. This update enhances the clarity and functionality of the attestation process.
Attestation questionnaire fields
Attestations now support structured questionnaire fields, replacing the previous rich text template approach. Administrators define custom fields with specific types such as text, select, checkbox, number, and date.
Manual and automatic completion of attestation periods
We have improved how attestation periods can be completed, either through normal participation or explicit administrative action.
Attestation periods can now close in the following ways:
Admins can use the Complete action to close an attestation period early. When used, the system captures a snapshot of the current attestation data and marks the period as complete. This supports cases where the period needs to close before all participants have responded.
Attestation periods still complete automatically when all required users have finished their attestations. In this case, the system closes the period and the Complete action is no longer shown.