Manage the source document import tasks

Manage the source document tasks, the associated source document alerts, and other relevant details in the Regulatory Change Tasks module. Use these tasks to identify and comply with the source document changes.

Before you begin

Role required: sn_grc_reg_change.manager, sn_grc_reg_change.user, or sn_grc_reg_change.admin

About this task

A source document import task is used to ingest a particular source document that is received from the provider into the regulatory library.

Procedure

1. Navigate to All > Application > Regulatory Change Management > Source Document Import Tasks.
2. Select a source document import task.
3. On the form, fill in the fields.

   Table 1. Source Document Import Task form

   Field	Description
   Assignment group	Assignment group for the record. The group is selected from the Group Hierarchy table.
   Assigned to	Name of the person who is assigned the task.
   Approver type	Approver type for the task. Choices are as follows: User Group
   Approver	Approver of the source document import task. When the Approver type field is set to Group, the request is sent to the group members.
   Due date	Due date for the source document import task.
   Approved on	Date when the source document import task is approved.
   Regulatory alert	Name of the regulatory alert.
   Instructions	Instructions for the task.
   Import Task
   Action	Action for the import task. Update- to update an existing citation. Insert- to insert a new citation.
   Target citation	Search and look for a citation to update. Select New to insert a citation.
   Activity Journal
   Watch list	Users whom you have added as watchers.
   Work notes list	List of work notes made by users.
   Work notes	Work notes or comments provided.
   Related list
   Similar source documents	Records of similar source documents.
   Action Tasks	Action tasks related to the import document tasks. Select New to add new action tasks.
   Issues	Issues observed during the regulatory change workflow or the source document workflow.
   Approvers	Approvers of the import document task. This list displays the approval records that get created when an approval is requested.

4. To apply your changes, do one of the following:
   • To update the selected source document import task, select Update.
   • To save the changes, select Work in Progress.
5. To request an approval for the source document import task, select Request Approval.

Result

A new citation is inserted or an existing citation is updated.