Configure assignments

Assignment configuration rules help in automating organization’s task records such as action tasks, and non-task records such as issues, incidents, regulatory alerts, etc.

Before you begin

The GRC: Assignment and Approval Configurations (sn_grc_appr) application for approval and assignment configurations is installed with the GRC: Compliance Case Management application.

Role required: admin

Procedure

1. Navigate to All > Assignment and Approval Configurations > Assignment Configurations.
2. Select New.

   The Assignment configuration New Record is displayed.

3. On the form, fill in the fields.
   For information on the fields in the form, see Assignment Configuration New Record.

   Note:

   You cannot have more than one approval configuration applying to the table with the same priority.
4. Select Submit.