Certifying services using self-attestation
Summarize
Summary of Certifying services using self-attestation
ServiceNow's Operational Resilience Workspace enables you to certify the operational resilience status of your business services through a self-attestation process. This involves completing a self-assessment questionnaire, generating a self-attestation report in PDF format, and maintaining records of these certifications. Self-attestation can be performed on selected business services and their related child records.
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Performing Self-Attestation
To create a self-attestation, navigate to All > Operational Resilience Workspace > All self attestations in your instance. Use the self-attestation template powered by the Smart Assessment Engine to submit your assessment:
- Initiate a new self-attestation selecting the Smart Assessment type and the Operational Resilience Attestation Template.
- Use the Default Self Attestation HTML Template for the PDF report, which supports adding an e-signature.
- Add the services to certify and answer pre-defined questions covering service details and scenario analysis approaches.
- Submit the assessment to attest the services’ status.
- Download and save the PDF report from the Activity section for your records.
- Close the self-attestation to complete the process.
Self-Attestation Workflow and States
The self-attestation process follows a defined sequence of states with corresponding actions:
- Draft: Created when initiating a new self-attestation; details are editable.
- Awaiting attestation: After selecting services and starting the attestation; assessment instances are created.
- Cancelled: Optional cancellation of an attestation in progress.
- Attestation received: After submitting assessment responses and saving; PDF export and e-signature options become available.
- Closed: Final state marking completion of the attestation.
Owners can optionally delete invalid self-attestations.
Roles and Permissions
- snoperres.manager: Perform all self-attestation tasks including selecting services, completing questionnaires, submitting attestations, and closing attestations.
- snoperres.admin: Create and maintain assessment questionnaire templates and customize attestation templates.
Only users with the manager role can respond to the assessment questionnaire. Both manager and admin roles can create, update, or delete self-attestations they own.
Practical Benefits for ServiceNow Customers
- Enables streamlined certification of operational resilience for business services directly within ServiceNow.
- Provides a standardized, template-driven process to ensure consistent self-assessment and documentation.
- Generates verifiable PDF reports with e-signature capabilities for audit and compliance purposes.
- Facilitates management and tracking of service certifications through defined workflow states and roles.
Certify the operational resilience status of your business services by completing the self-attestation process in the Operational Resilience Workspace. Complete the self-assessment questionnaire about the services, generate a self-attestation report, and upload the PDF so that you can have a copy of the report for your records. You can perform self-attestation on the selected business service and its child records.
Creating a self-attestation
To create a self-attestation in the Operational Resilience application, navigate to in an instance.
Self-attestation tasks and the states related to each task
- Initiate a self-attestation to attest one or more business services.
- Select the assessment type as Smart Assessment.
- Select the Operational Resilience Attestation Template as the attestation template.
- Use the Default Self Attestation HTML Template as the PDF template for the self-attestation in the self-attestation form. This template provides the format for the PDF and an option to include your e-signature in the report. For instructions on configuring the attestation template, see Create and edit the attestation template.
- Add the services that you want to certify the status for in the self-attestation form. Respond to the pre-defined set of questions in the assessment, such as the names and description of the services, details on the scenario analysis of the important services, your approach for the scenario analysis, and so on.
- Submit the assessment and attest for the services.
- Download a PDF of the self-attestation from the Activity section of the self-attestation form and save a copy of the report for your records. For instructions on configuring the attestation PDF template, see Create HTML and PDF document templates.
- Close the self-attestation so that the self-attestation process is complete.
| States | Associated UI actions | Description |
|---|---|---|
| Draft | Select New in the self-attestation form. |
When you select New to submit a self-attestation for the services, a record is created in the Draft state by default. The information on the self-attestation is displayed on the Details tab in the self-attestation form. |
| Awaiting attestation | Select Attest in the self-attestation form. |
When you select the services that you want to certify, you can choose the attestation template and select Attest to proceed with the attestation. The application then creates an assessment instance automatically on the Assessment Instances tab. This action moves the state of the self-attestation record to Awaiting attestation. Note:
To proceed with the attestation process, you must associate at least one service with the self-attestation. |
| Cancelled | In the self-attestation form, select Cancel . |
When the self-attestation record is in the Awaiting Attestation state, you can cancel an erroneous or invalid attestation by selecting Cancel in the self-attestation form. This is an optional step. The state of the self-attestation is then updated to Cancelled. |
| Attestation received |
In the attestation template, select Submit and select Save to complete the attestation process. Select Export to PDF to export the questionnaire response to a PDF. |
When the self-attestation record is in the Awaiting attestation state, you can respond to the assessment questions that are given in the attestation template. To submit the responses, select Submit and then select Save to save the assessment. The state of the self-attestation is automatically updated to Attestation received. Select Export to PDF to export the questionnaire response to a PDF, sign the self-attestation, and save a copy for your records. You can download the PDF from the Activity section of the self-attestation form. |
| Closed | Select Close in the self-attestation form. |
To close the attestation, select Close in the self-attestation form. The state of the self-attestation is then updated to Closed. |
Downloading the PDF of the self-attestation
As an owner of the self-attestation, you can download the PDF from the Activity section of the self-attestation form. You can also share it offline with the auditors, external contacts, or stakeholders.
Roles required to perform the self-attestation tasks
- With the sn_oper_res.admin role, you can create and maintain the pre-defined assessment questionnaire templates.
- With the sn_oper_res.manager role, you can complete the self-attestation of the operational
resilience profile of the services by selecting one or more services, by choosing the template
for the self-attestation, and by providing the answers to a pre-defined set of questions.Note:
If you're the owner of the self-attestation with the Operational Resilience manager or the Operational Resilience administrator role, you can create a self-attestation, update its details, or delete the self-attestation.
As an Operational Resilience administrator, you can create and modify the assessment questionnaire template. You must have the Operational Resilience manager role to respond to the assessment questionnaire in the Operational Resilience application.
Reference information
For more information on submitting a self-attestation in Operational Resilience Workspace, see Perform the self-attestation assessment.
For the description of the field values that are listed in the self-attestation form in the Operational Resilience Workspace, see Create New Self attestation form.
As an optional task, when you have the sn_oper_res.admin role, you can create a customized attestation template instead of using the default attestation template that is provided with the base system. For more information on creating a customized attestation template, see Create and edit the attestation template.