Create a request type

Create a request type in the GRC: Compliance Case Management application to categorize and manage the compliance requests. After you create a request type, the compliance analysts and managers can select the required request type on the request form.

Before you begin

Role required: sn_compliance_case_admin

Procedure

1. Navigate to All > Compliance Case Management > Request types.
2. Select New.
3. On the form, fill in the fields.

   For a description of the field values on the request type form, see Request type form.

4. Open the form context menu and select Save.
   The Subtypes related list appears.
5. On the Subtypes related list, select New to define a request subtype.
6. On the form, fill in the fields.

   Table 1. Subtype form

   Field	Description
   Label	Label to be displayed for the subtype.
   Name	Name of the subtype. For example, Policy update.
   Parent	Parent request type. This field is automatically set to the parent request type.
   Active	Option to select the subtype as active or inactive.
   Case category	Category of the subtype. This field is automatically set to Compliance case [sn_comp_case_compliance_request].
   Description	Description of the purpose of the subtype. This description is for the administrator to understand the request subtype.

7. Select Submit.
8. Optional: To create a view rule instead of using the default rule, see Create view rule.
9. Optional: To create an assignment rule instead of using the default rule, see Create an assignment rule.

• Request type form
  Use the Request Type form in the Compliance Case Management application to categorize the compliance requests by their type.