How to Certify or Recertify the Contents of an Article

Updated on

This feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at <[email protected]>.

Note: In order to certify an article you must be the process owner OR remove the requirement to have a process owner.

ScreenSteps provides three locations where articles can be certified so that certification can happen where it is most convenient:

Certify from an article preview

1. Enter the article preview

Click on an article title from the admin site to preview it.

2. Click the Certifications tab

3. Click Certify This Article

If the site setting to Require process owners for articles is checked, then only the Process Owner selected in the yellow highlighted field will be able to do so. You can adjust this site setting by following the instructions in this article: How to Require/Not Require Process Owners for Article Certification

4. Certify the article

  1. Optional: Add any pertinent notes regarding the certification
  2. Note the date the certification will be valid till
    • This is based on the "Certify every" field set in the previous screenshot. This can be adjusted post-certification, if needed.
  3. Click Certify

5. View the new certification listing

Note that the first time you certify an article, a new Next Certification Date field (highlighted in yellow) will appear and will be populated with a date that has been calculated based on the date of certification and the Certify every cadence. This field can be manually edited, if needed. Once this date passes, the Process Owner for the article will receive an email notifying them that the article's certification has expired.

Clicking the arrow next to the certification will display any comments that were added, along with a link to view the version that was certified.

Certify from the Author Action Panel

The Author Action Panel is available when browsing your published knowledge base. You can quickly certify an article without having to navigate to the Content Management Area. To learn more about the panel refer to our Overview of the Author Action Panel

Click the Author Action Button

How to find a member's interest rate on a loan | Personal Mobile & Online Banking | Bank Demo

Certify Article

Note: If you do not see the option for certifying the article, then it means you are not the process owner. You can change ownership by following these steps: How to Assign a Process Owner for Certifying Articles.

How to find a member's interest rate on a loan | Personal Mobile & Online Banking | Bank Demo

Certify when saving a new version of an article

Each time you save a new version of an article in the article editor you can certify the article. Please refer to the article How to Save an Article for more information.


Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article How to Track Certification for an Article
Next Article How to Manage the Content Certification Process via Reports
Still Need Help? Contact Us