This article explains how to complete an attestation task in Compliance Manager. Attestations help organizations reduce risk by documenting staff declarations, confirmations, or certifications. The guide walks users through reviewing the attestation, acknowledging the statement, and submitting the task for completion.
Follow these steps to complete an Attestation Task:
- You can access all tasks by clicking Show All or Go To My Tasks at the bottom of your task list in the workspace, or by selecting My Tasks from the profile menu. The My Assignments page will be displayed.
Select the Attestation Request type task from the list. An Attestation Task window will be displayed.
Download the attached files from the Documents to Review section. If there are multiple files, you can download them separately or as a zipped bundle. Make sure to review all attached documents and complete any necessary actions before submitting your attestation.
If a checklist is assigned, it will appear in the Checklists to Complete section of the attestation.
Click the checklist hyperlink to open it.
Answer each question in the checklist.
Add comments to the right of each question, if needed.
Upload any required documents by clicking + Add Document to Checklist.
Click Save to return later or Save and Complete to finish the checklist.
Click Back to return to the attestation task.
A blue checkmark will appear next to the checklist once it is completed.
Enter your comments in the Comments box.
- Attach supporting documents either from your computer or from the Compliance Manager Document Center.
- Read the acknowledgment and check the box to complete the task.
- Choose one of the following options:
- Save and Exit to save a draft of the task.
- Save and Complete to mark the task as finished and update the attestation task.
© Healthicity, LLC
Comments
2 comments
I am not able to sign off on completed task Compliance handbook, does not provide an option to acknowledge received and read.
Sue N
I don’t see conflict of interest form? I keep getting reminders it is due, but it is nowhere to be found.
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