---
sourceDocument: Zurich Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Manage a source document import task

# Manage a source document import task {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Manage the source document import tasks that are associated with the source document
alerts. When a source document alert is marked as applicable, a source import document task
is created automatically.

## Before you begin

Role required: sn_grc_reg_change.manager, sn_grc_reg_change.user

## About this task

A source document import task is used to ingest a particular source document that is
received from the provider into the regulatory library.

## Procedure

1. Navigate to AllRegulatory Change Management applicationCompliance Workspace.  
   The Regulatory Change Management application in the Compliance Workspace is displayed.
2. Navigate to ListsRegulatory Alerts view.
3. Select the source document alert that you assessed previously and select the import document task.
4. In the Details tab, fill in the form.  
   {#manage-source-doc-import-tasks-using-ws__table_qb1_rgw_xmb__entry__2}

   | Field | Description |
   |-|-|
   | Import Document Task ||
   | Regulatory alert | Title of the regulatory alert associated with the import document task. This field is automatically set to display the alert title. |
   | Instructions | Instructions related to the import document task. |
   | Assignment ||
   | Assignment group | Assignment group for the record. The group is selected from the Group Hierarchy table. |
   | Approver type | Approver type for the task. Choices are as follows: * User * Group {#manage-source-doc-import-tasks-using-ws__ul_rdm_rlq_bpb} |
   | Assigned to | User to which the task is assigned. |
   | Approver or Approver group | If the approver type is a group, the Approver group field is displayed. If the approver type is a user, the Approver field is displayed. |
   | Schedule ||
   | Due date | Due date for the source document import task. |
   | Approved on | Date when the source document import task is approved. This field is automatically set to display the approval date. |
   | Activity Journal ||
   | Watchlist | Users that are in the watchlist for this task. |
   | Work notes list | Users that are in the work notes for this task. |
   | Work notes (Private) | Work notes related to the task. |
   | Compose ||
   | Worknotes | Worknotes typed in by the users. These work notes can be posted for reference. |
   | Activity ||
   | Activity | Shows the activity and state of the task. Auto-populated field. |
   | Attachments ||
   | Attachments | Attachments related to the task. |
   [Table 1. Source document import task form]

   {#manage-source-doc-import-tasks-using-ws__table_qb1_rgw_xmb}
5. Verify that the Assigned to, Approver, and Due date fields are updated.
6. To save the changes, select Save.
7. To update the selected source document import task, select Work in progress.
8. Navigate to the Action tasks related list and add an action task if necessary.  
   See [Create a new action task for the alert](https://www.servicenow.com/docs/hqYWTKPHxc2nfIhYnPzrxw "Create a new action task for the alert so that you can assign the action tasks to the compliance and risk users and mark a due date for the action tasks.") for creating a new action task.
9. Navigate to the Issues related list and add an issue if necessary.  
   See [Create or add an issue related to a regulatory task](https://www.servicenow.com/docs/dKEoS6xr0wg6Bs2Tph~ypg "Create or add an issue related to a regulatory task to document the observations, changes in the citation, discrepancies, or to notify about any problems. You can also identify the source of the issue to analyze and classify the issues.") for adding an issue.
10. In the Import Task section, insert a new citation or update an existing citation as described in the table.

    | Field | Description |
    | Insert action | Action associated with the citation. Select Insert to insert a new citation. Note: The Insert or Update action related to the citation is available only when the source document import task is in the In progress state. |
    | Create under an existing Authority Document or Citation | Option to create a new citation under an existing authority document or citation. When this option is selected, a child authority document or a child citation is created under an existing citation. This option is displayed only when the Insert action is selected. |
    | Parent type | Parent authority document or citation. This field is displayed only when the Create under an existing Authority Document or Citation option is enabled. |
    | Parent authority document | Parent authority document or citation from the library. This field is displayed only when the Create under an existing Authority Document or Citation option is enabled. |
    | Update action | Action associated with the citation. Select Update and add the citation in the Target citation field to update an existing citation. |
    |-|-|

    {#manage-source-doc-import-tasks-using-ws__choicetable_sdj_byp_crb}
11. Select Request Approval.  

## Result

The state of the source document import task is updated to Awaiting Approval. Depending on the state of the approval, the action task is activated.

## What to do next

See [Create a new action task for the alert](https://www.servicenow.com/docs/hqYWTKPHxc2nfIhYnPzrxw "Create a new action task for the alert so that you can assign the action tasks to the compliance and risk users and mark a due date for the action tasks.") and [Complete the action task associated with the alert](https://www.servicenow.com/docs/z5FpL9sVLYtGGX2DSweWMA "Complete the action tasks that are related to the regulatory event alerts and source document alerts. The compliance and risk users complete the action tasks that are assigned to them. The compliance and risk managers track the progress on the action tasks.") for information on creating
a new action task and completing an action task associated with the alert.

*[\>]: and then