Assign Risk Management indicator tasks with the GRC Mobile application

Assign unassigned indicator tasks to a member of your assignment group. An indicator task is related to a Risk record that is assigned to your compliance group.

Before you begin

Role required: GRC Risk manager (sn_risk.manager)

About this task

Assign an Indicator Task from the list of records. Alternatively, view the details of the record or add a work note prior to assignment. Time to complete this task: 5-10 minutes.

Procedure

1. If you are not logged in to your ServiceNow AI Platform instance on your mobile device, for more information see Log in to the GRC Mobile application.
2. With the Risk landing screen displayed, under the Team's Unassigned Work section, tap Indicator Tasks.

   If you navigate away from the GRC Mobile application after you have logged in, tap the Now Agent app at any time to return to the last screen you had displayed.

   The Indicator Tasks screen is displayed with a list of records.
3. Optional: If you want to reduce the number of records that are displayed on the screen, see Filter records with the GRC Mobile application to search for records that match specific search criteria.

   Filtering records on screens in the mobile app works like filtering with a condition builder on the ServiceNow AI Platform. Setting filters can reduce the number of records that are displayed on screens.

4. To assign a task directly from the list of records displayed on the Indicator Tasks screen, swipe left on a record to open the menu.
5. Tap Assign.
6. Tap Assigned to, and, on the screen that is displayed, tap a user.
   Alternatively, enter text in the Search field.
   The name of the user is displayed on the Assign Indicator Task screen. You can assign indicator tasks to any user.
7. Tap the Send icon () or Submit to save and submit your changes.
   After you assign the task to a user, the record is no longer displayed on the Indicator Tasks list.
8. Alternatively, to review more details or add work notes, with the Assign Indicator Task screen displayed, tap a record on the list to open it.
9. With the fields on the record displayed, choose one in the following table to continue.

   Option	Description
   Details tab	With the Details tab selected, to assign the record, at the top right of the screen, tap the menu icon (). Follow the steps described in the preceding table.
   Activity Stream tab	With the Activity Stream tab selected, choose one to continue. View work notes and additional comments. Tap the plus icon () to add a work note or attach a file. At the top right of the screen, tap the menu icon (). Tap Assign. On the screen that is displayed, tap a user. Alternatively, enter text in the Search field. Tap the send icon () or Submit to save and submit your changes.
   Tap a screen icon at the bottom of the screen.	On the bottom of the screen, choose one to continue. Tap the Risk icon to return the landing screen. If displayed, tap an icon to open another ServiceNow® mobile app. Tap More: Tap Notification to view notifications from the ServiceNow AI Platform and the GRC Mobile application. Tap More followed by Settings. Tap Log out to log out of the current instance.