Review and close a case task

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Review and close a case task after a case task owner provides responses and observations for the case in the GRC: Compliance Case Management application.

    Before you begin

    Role required: sn_compliance_ws.corporate_compliance_analyst

    Procedure

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. In the Tasks module, open the task to review.
    3. Review the case task and then select one of the following options.
      ChoiceSteps
      To request revision of the details provided by the case task owner
      1. Select Request revision.
      2. Provide your notes and comments.
      3. Select Request revision.
      To close the task as complete
      1. Select Complete.
      2. Provide your notes and comments.
      3. Select Close as complete.
      To close the task as incomplete
      1. Select Close as incomplete.
      2. Provide your notes and comments.
      3. Select Close as incomplete.
      To cancel the case task
      1. Select Cancel.
      2. Provide your notes and comments.
      3. Select Cancel.