Create a compliance state model

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • Create a state model to define the workflow states and transition conditions for compliance case types and request types.

    Antes de Iniciar

    Role required: sn_compliance_case_admin

    Por Que e Quando Desempenhar Esta Tarefa

    A state model is a list of states that describe the workflow of a record. With a state model, you can define the state transitions for a specific case or request type. The case type or request type follows the workflow states and transition conditions that are defined in the state model.

    Procedimento

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

      For a description of the field values on the GRC State Model form, see GRC State Model form.

    4. Select Submit.