How do I see who is next in the Account Certification business process?

There are a few ways to find that information to find who is listed in the process for an Account Certification,

1. Remaining Process button

Within an Account Certification,  you can select the Process subtab. 

The Process History shows the steps that have been completed and who completed, as well as the Awaiting Action step (or the next step) and the employees that are able to complete that step. 

To see the entire rest of the Account Certification process to see who all the Account Certification will move to, select the Remaining Process button.

2. UBI – Workday Account Certification Dashboard – Details sheet

The UBI module Workday Account Certification Dashboard provides a lot of Account Certification information. 

The Details sheet gives you information about each individual Account Certification including who is up next in the process, who the preparer(s) and approver(s) are, and when they completed submitted the Account Certification. 

Use the filter boxes to narrow down the list of Account Certifications you are interested in looking at. 

Note:  The Cost Center filter will pull in Designated and Gift as well as Grant and Project Account Certifications.

This is a wider report. Hover mouse toward the bottom of the data table to get the gray slide bar.  Scroll to the right to see the full data set.