Create an action task

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create an action task that is related to the regulatory change tasks and source document import tasks so that you can complete the regulatory tasks.

    Before you begin

    Role required: sn_grc_reg_change.manager or sn_grc_reg_change.user

    About this task

    The regulatory action tasks are created as a follow-up to complete the changes that have been identified as part of the impact assessment for regulatory change tasks. Once these specific changes are identified, you can create and manage these action tasks as a manager or user.

    Procedure

    1. Navigate to Application > Regulatory Change Management > Action Tasks.
    2. Select an action task.
    3. On the form, fill in the fields.
      Table 1. Action Tasks form
      Field Description
      Regulatory Task Number of the regulatory task.
      Category Category type of the action task, such as compliance or risk.
      Assignment Group Group that is assigned the action task.
      Priority Priority of the action task.
      Due date Due date of the action task.
      Compliance action target Specific GRC object to be selected. For example, Authority Document, Citation from the list menu, and the associated document.
      Assigned to User who is assigned the task.
      Short description Short description of the action task.
      Instructions Instructions for the action task.
      Activity Journal
      Watch list List of users who receive notifications about the updates.
      Work notes Log of the work notes.
      Worknotes list Users who receive notifications about the work notes.
      You can update the following fields:
      • Category
      • Action target
      • Short description
      • Instructions
      • Work notes
      • Worknotes list
      • Watch list
    4. Click Save.
      The action task is saved and it is displayed under the Action Tasks tab in the Regulatory Change Tasks page.