Certify Assets

Version:
2020.2
Last modified: June 03, 2020

A member of the Certifiers group can tag assets to indicate to Alteryx Connect users that these assets are approved by a trusted authority. This allows users to easily identify preferred assets when several have similar properties.

Alternatively, an asset known to contain outdated or inaccurate information can be tagged Do Not Use by a member of the Certifiers group. This helps users avoid these assets.

Certified assets gain prominence in search results. For more information, see Search for Assets.

Add Users to the Certifiers Group (Administrators Only)

Only members of the Certifiers group can certify and decertify assets. An administrator must first add one or more users to that group.

To add a user to the Certifiers group:

  1. From the menu, go to People > Groups.
  2. Under Groups, select Certifiers.
  3. Select Edit.
  4. Under List of Users, Select inside the Member field and add one or more users to the list.
  5. Select Save.

Certify an Asset

As a member of the Certifiers group:

  1. Browse to an asset page (report, Alteryx workflow, term, table, and so on).
  2. Select the Action drop-down arrow and select Certify.
  3. In the Certify window, optionally type a comment and select Execute.

The asset is now tagged Certified near the top of the asset page, as well as in search results.

The asset owner will get a notification that the asset was certified.

Decertify an Asset

As a member of the Certifiers group:

  1. Browse to a certified asset.
  2. Select the Action drop-down arrow and select Decertify.
  3. In the Decertify window, optionally type a comment and select Execute.

The asset owner will get a notification that the asset was decertified.  

Tag an Asset as Do Not Use

As a member of the Certifiers group:

  1. Browse to an asset page (report, Alteryx workflow, term, table, and so on).
  2. Select the Action drop-down arrow and select Do Not Use.
  3. In the Do Not Use window, optionally type a comment and select Execute.

The asset is now tagged Do not use near the top of the asset page, as well as in search results.

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