Create an assessment for a self-attestation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Create an assessment for a self-attestation so that you can certify the resilience status of the services in Operational Resilience Workspace. You can use the attestation template that is provided with the base system to create a self-attestation.

    Before you begin

    Role required: sn_oper_res.manager

    Procedure

    1. Navigate to All > Operational Resilience Workspace > All self attestations.
    2. Click New.
    3. Navigate to the Details tab in the Create New Self attestation form.
    4. In the Name and Description fields, enter the name and description for the self-attestation.
    5. In the Owner field, select the owner of the self-attestation.

      For a description of the field values on the self-attestation form, see Create New Self attestation form.

    6. In the Attestation Template field, select the Operational Resilience Attestation Template option.
      The attestation template contains the pre-defined questions for the assessment. The Operational Resilience application provides an attestation template as part of the base system.
      Note:
      If you have the sn_oper_res.admin role, you can customize the default attestation template for your own business needs. For information on creating a customized attestation template, see Create and edit the attestation template.
    7. In the PDF Template field, select Default Self Attestation HTML Template.
      You can use the Default Self Attestation HTML Template so that you can generate a PDF of the self-attestation. The sample self-attestation form is shown in the following example.
      Figure 1. Selecting the Default Self Attestation HTML Template
      Selecting the Default Self Attestation HTML Template.
      Note:
      Ensure that you have installed Document Templates on your instance so that the PDF template option is visible in the self-attestation form.
    8. In the Signature field, click Attach image to attach the signature image for the self-attestation.
      The following informational message is displayed: Select the e-signature to be embedded in the template.
      Note:
      You must select the supported file format, such as either the JPEG, PNG, BMP, GIF, ICO, SVG format, for the signature image. If you select a file format that is not supported, such as the Microsoft Word format, the following error message is displayed on the screen: Selected file type is invalid. Valid field types: JPEG, PNG, BMP, GIF, ICO, SVG.
      If you want to delete an existing image and add a new image instead, you can use the Delete icon in the Signature field and add another signature image as shown in the following example.
      Figure 2. Using the Delete icon to delete the signature image
      Using the Delete icon to delete the signature image.
    9. In the Assignees panel, update the Owner field to select the owner of the self-attestation.
    10. In the Milestones panel, add the attestation due date, additional comments, and work notes (private).
      The following informational message is displayed on the screen: Next step: Save the attestation details to proceed with the selection of services.
    11. Click Save.
      The self-attestation details are saved in the application.
      You have created a self-attestation in the Draft state as shown in the following example.
      Figure 3. Self attestation in the Draft state
      Self attestation in the Draft state.

      The Details tab is updated with the self attestation information and the Services tab is displayed for the self-attestation.

    12. Navigate to the Services tab.
      You can select one or more services that you want to certify the status for in the self-attestation.
      Note:
      You must add at least one service to proceed with the self-attestation.
      1. Click Add.
      2. In the Services form, select a service from the list and click Add.
        In the Services list, the selected service is displayed as shown in the following example.
        Figure 4. Services updated in the record
        Services updated in the record.
    13. Click Attest.
      You have created an assessment for a self-attestation in the Awaiting attestation state as shown in the following example.
      Figure 5. Assessment created for a self-attestation
      Assessment created for a self-attestation.