Track a task with a certification instance

The Certification Tasks related list on the certification instance record provides information about associated tasks.

About this task

The State field on the certification instance record is read-only and is based on the cumulative states of the certification tasks associated with the instance. The Percent complete column allows users with the certification_admin role to track task progress quickly. For more information, see Track Certification Tasks.

To track a certification instance:

Procedure

  1. Navigate to Data Certification > Schedules > Instances.
  2. Click a certification instance Number.
  3. View and edit the following fields as necessary.
    Table 1. Certification instance
    Field Description
    Number [Read-only] Automatically generated identification number for the instance.
    Certification Schedule The certification schedule used to create the certification instance.
    State [Read-only] Current state of the certification instance: Work in Progress, Complete, Closed Incomplete, or Cancelled. For more information, see Track Certification Tasks.
    Created [Read-only] Date and time on which the certification instance was created. Date is filled in automatically when the Execute Now button is clicked on the associated certification schedule.
    Complete by [Required] Date and time when the certification instance must be completed. The system updates this field when it executes the schedule, using the deadline specified on the instance. All certification tasks associated with the certification instance must be marked Complete, Closed Incomplete, or Cancelled before the instance is complete.
    Percent complete Percentage of the instance that has reached the Closed Complete state. This field is automatically filled in based on the Percent Complete fields on the associated certification tasks.
    Task Description Information about the certification instance. This field is automatically filled in with the text from the associated certification schedule's Task description field.
    Instructions Field for providing instructions to the user or group performing the certification. This field is automatically filled in with information from the Instructions field on the associated certification schedule.