Regulatory Change Task form
Use the Regulatory Change Task form in Compliance Workspace to create a regulatory change task.
Regulatory Change Task form
For a description of the field values, see the following table.
| Field | Description |
|---|---|
| General | |
| Name | Name of the regulatory change task. |
| Instructions | Instructions related to the regulatory change task. |
| Regulatory Alert | |
| Regulatory alert | Title of the regulatory alert associated with the regulatory change task. This field is automatically set to display the title of the alert. |
| Description | Description of the associated regulatory alert. This field is automatically set to display the description of the alert. |
| Classification | |
| Type | Type of the regulatory change task:
|
| Priority | Priority of the regulatory change task:
|
| Assignment | |
| Assignment group | Assignment group for the record. The group is selected from the Group Hierarchy table. |
| Approval by | Choices are as follows:
|
| Assigned to | User to whom the regulatory change is assigned. |
| Approver |
If the approver type is a group, the Approver group field is displayed. |
| Approver group |
If the approver type is a user, the Approver field is displayed. |
| Schedule | |
| Due date | Due date for the source document or regulatory event alert import task. |
| Approved on | Date when the source document import task is approved. This field is automatically set to display the approval date. |
| Closed on | Date when the regulatory change task is closed. |
| Activity Journal | |
| Watch list | Users whom you want to add as watchers for this task. |
| Restrict worknotes to | Users to whom you want to restrict the worknotes. |
| Work notes (Private) | Work notes related to the task. |
| Response notes | Displays the response notes. |
| Attachments | |
| Attachments | Attachments related to the task. |