Create a case task

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

    • Create a case task to investigate, gather evidence, and perform an assessment so that you can analyze and assess a reported case in the GRC: Compliance Case Management application. Each case can have multiple case tasks that you can assign to different owners across multiple teams.

    Before you begin

    Role required: sn_compliance_ws.corporate_compliance_analyst

    About this task

    After a case is reported to the compliance team, a compliance case analyst can create case tasks and assign the tasks to the relevant task owners. This way, the compliance case analyst can collaborate with various teams to investigate, assess, and capture observations that are related to the case.

    Procedure

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. Select the list List icon. icon.
    3. In the List section, select All Cases.
    4. Open the case that you want to create a case task for.
    5. Select the Case task related list.
    6. Select New.
    7. On the form, fill in the fields.

      For a description of the field values on the Case Task form, see Case task form.

    8. Select Save.
    9. To assign the task to the case task owner, select Assign task.
    10. Optional: In the confirmation dialog box, provide your notes.
    11. In the confirmation dialog box, select Move to assigned.
      The state of the record changes to Assigned and the case task is assigned to the case task owner.
    12. Optional: To reassign the case task to another user before the case task is accepted by the case task owner that is specified by you, select Reassign.
      Note:
      You can only reassign the Assessment type of case tasks.
      1. In the Assignment group field, select the relevant group.
      2. In the Case task owner field, select a new owner.
      3. In the Reassign case task dialog box, select Reassign.