1. Using Access Certifications
  2. Perform Other Actions in the Enhanced Worksheet

Perform Other Actions in the Enhanced Worksheet

Any user with access to a certifier worksheet can create or view comments about the user-role combinations, add or view attachments to them, view their audit history, and view details that apply to the certification project as a whole.

To complete these actions, click a More Actions button. This opens a menu with links to all four of these actions, although you can select each of the first three actions only if you first select an appropriate number of records to act upon.

  • An Add Comment option is active if you've first selected one or more user-role combinations. A panel opens.

    If you've selected two or more user-role combinations, the panel presents a field in which to type a new comment that applies to all the user-role combinations you selected. Type the comment, click the Add button, and the panel closes.

    If you've selected a single user-role combination, the panel includes the field in which to type a comment, but also displays all existing comments for the record you've selected. These may have been added via this More Actions option; as a certifier updates the record's certification status; or as any user participates in follow-up activity for the record. For each comment, the panel also includes the name and image of the person who added it and the time it was added. If you've entered a comment, click the Add button to submit it and exit the panel. If you're reviewing existing comments without adding a new one, click the Cancel button to exit.

    Once a comment has been added to a user-role combination, its record in the worksheet grid displays an icon in the Comments column. Click the icon to view the record's comments or add to them. You'll work in the same comment-history panel as you would if you were to select one user-role combination, then More Actions > Add Comments.

  • An Add Attachments option is active if you've first selected a single user-role combination. (You can add attachments to only one record at a time.) When you select this option, a panel opens. In it, you can drag and drop a file to a field labeled Drag and Drop, or you can type or copy a URL into a URL field, then click the Add URL button. Typically, such attachments are intended to provide supporting information for decisions about individual user-role combinations. (During initiation, an owner may have added attachments to the certification as a whole. These are available among the Certification Details.)

    Once attachments are added, the panel lists them from newest to oldest. In that list, you can click a URL to open its web page. You can select a download option to view a file. The listing for both types of attachment includes a deletion option.

    Click the Close icon (×) to exit the panel. When at least one attachment is added to a user-role combination, its record in the worksheet grid displays an icon in the Attachments column. You can click this icon to reopen the Attachments panel.

  • An Audit History option is active if you've first selected a single user-role combination. (You can view audit history for only one record at a time.) When you select this option, a panel opens, displaying a history of events pertaining to the selected user-role combination. For example, the initial event is "The user and role combination was discovered." Click the Close icon (×) to exit the panel.

  • A Certification Details option is active regardless of whether you've selected any user-role combinations first. When you select this option, a panel opens, displaying information about the certification as a whole. It includes a description of the certification project written as a part of its initiation, as well as its type (standard or continuous) and due date. It provides counts of the total and completed roles, and of the total and completed user-role combinations. It provides links to file and URL attachments added by owners as the certification was being initiated, and it provides information about stakeholders (the users authorized as owners of the certification). Click the Close icon (×) to exit the panel.