Process pending Policy and Compliance Management approval requests with the GRC Mobile application

Approve or reject pending policy approval requests that are submitted to you.

Antes de Iniciar

Role required: Compliance manager (sn_compliance.manager)

Por Que e Quando Desempenhar Esta Tarefa

Approve or reject a pending Policy and Compliance Management request from the list of records. Alternatively, view the details of the record or add a work note prior to processing the request. Time to complete this task: 5-10 minutes.

Procedimento

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 landing screen displayed, tap Policies.

   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 Policies screen is displayed with a list of records.

   

3. Opcional: 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. With the Policies screen displayed with a list of records, swipe left on a record to open the menu.

   

5. On the menu that is displayed, choose one to process the request.

   Option	Description
   Approve.	In the Comments field, enter comments. Comments are optional for approvals. Tap the Send icon () or Submit to save and submit your changes.
   Reject.	In the Comments field, enter comments. Comments are required for rejections. Tap the Send icon () or Submit to save and submit your changes.

6. Alternatively, with the Policies screen displayed, tap a record on the list to open it and view more details.

   With the fields on the policy records displayed as shown in the following figure, choose one in the table to continue.

   

   Option	Description
   Details tab	Choose one to continue. View the fields for details about the Policy. At the top right of the screen, tap the menu icon () to approve or reject the policy approval request. Follow the steps described in the preceding table.
   Related List tab	View the related lists. Tap Control Objectives to view the items on the Control Objectives related list. On the list that is displayed, tap an item to open the record and view more details. If there are multiple records, use the filter to Filter records with the GRC Mobile application. After you review the details, navigate back to the Policy screen and tap the menu icon ( ) to approve or reject the policy approval request. Follow the steps described in the preceding table.
   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.