Add a related area to a compliance case

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Add an area that is related to the compliance case or event that is reported in the GRC: Compliance Case Management application.

    Before you begin

    Role required: sn_compliance_ws.corporate_compliance_analyst

    About this task

    You can specify the related areas for a compliance case or reported event. Related areas include the policies, citations, control objectives, control, and risk events.

    Procedure

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. Select the list icon.
    3. From the list, select All Cases.
    4. Open the case that you want to add a related area to.
    5. Select the Related areas related list.
    6. Select Add.
    7. Select the related area type.
      Records related to the selected record type are available for your selection.
    8. Select the records from the available list.
      Modifying the Select type field clears the current selection.
    9. Select Add.
    10. Select Save.