Create an action task

Create an action task to investigate, gather evidence, and perform an assessment so that you can analyze and assess a reported case in the GRC: Compliance Case Management application. Each case can have multiple case tasks that you can assign to different owners across multiple teams.

Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst

About this task

After a case is reported to the compliance team, a compliance case analyst can create case tasks and assign the tasks to the relevant task owners. This way, the compliance case analyst can collaborate with various teams to investigate, assess, and capture observations that are related to the case.

Procedure

1. Navigate to All > Policy and Compliance > Compliance Workspace.
2. Select the list icon.
3. In the List section, select All Cases.
4. Open the case that you want to create an action task for.
5. Select the Action task related list.
6. Select New.
7. On the form, fill in the fields.

   For a description of the field values on the action task form, see Case task form.

8. Select Save.
9. To assign the task to the Action task owner, select Assign task.
10. Optional: In the confirmation dialog box, provide your notes.
11. In the confirmation dialog box, select Move to assigned.
    The state of the record changes to Assigned and the action task is assigned to the Action task owner.
12. Optional: To reassign the action task to another user before the action task is accepted by the action task owner that is specified by you, select Reassign.
    Note:

    You can only reassign the Assessment type of case tasks.
    1. In the Assignment group field, select the relevant group.
    2. In the Action task owner field, select a new owner.
    3. In the Reassign Action task dialog box, select Reassign.

• Case task form
  Use the Case Task form in the GRC: Compliance Case Management application to create a case task for a reported compliance case.