The Certification process is broken up into distinct workflow roles that Users operate within. Out of the box, ReconArt comes with only the Preparers role as defined. All additional roles must be created here and will be of the type “Reviewer/Approver”, a read-only workflow role which either approves an account or rejects it back to the Preparer.… Continue reading Preferences Module: Certifications tab: Configure Roles
Category: Reconart
Preferences Module: Certifications tab: Configure Calendar
The Certification Calendar is where the schedule for Account Certification is configured. Because Certification is a cyclical process, it consists of several events that need to happen on a certain time schedule in order to be manageable and transparent. These schedules can be different for different Certification Accounts, for example some accounts may need to… Continue reading Preferences Module: Certifications tab: Configure Calendar
Preferences Module: Certifications tab: Configure Periods
Account Certification is tied directly to defined Certification Periods. Periods are typically configured so that there is one a month, and may follow a traditional calendar or a fiscal year calendar (Period 1 == July, etc.). Once periods are configured, different Certification calendars (covered in the next lesson) may cycle every period (so accounts must… Continue reading Preferences Module: Certifications tab: Configure Periods
Preferences Module: General tab: Configure Account Classifications
Account Classifications allow for the categorization of accounts within ReconArt. Specific to the configuration of Certification, Account Classifications are used to determine what kind of Certification procedure each account undergoes, and which Certification Template those accounts will follow in the Certification Module. Classifications have no impact on their own. Instead, specific Certification Preferences which are… Continue reading Preferences Module: General tab: Configure Account Classifications
Preferences Module: Certifications tab: Configure Settings
Certification Settings contain specific over-arching settings which affect the entirety of the Certification process. Company Certification Policy:This is a file containing the company policy on Certification; a valid corporate statement that will be governing the systemwide Certification process. This document should be approved at a high level within the company and then attached to the… Continue reading Preferences Module: Certifications tab: Configure Settings