Assign Policy and Compliance Management indicator tasks with the GRC Mobile application

Assign unassigned Policy and Compliance Management indicator tasks to a member of your assignment group. An indicator task is related to a Control record that is assigned to your compliance group.

Before you begin

Role required: GRC Compliance manager (sn_compliance.manager)

About this task

Assign a 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 Policy and Compliance screen displayed, under the section titled, Team's Unassigned Work, 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, 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, view the details of the task. At the top right of the screen, tap the menu icon () to assign the task. 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.
   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 () to assign the task. 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.
   Screen icons at the bottom of the screen.	On the bottom of the screen, choose one to continue. Tap the Policy and Compliance 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 Settings followed by Logout to log out of the current instance.