Compose emails in GRC: Compliance Case Management

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

    • Compose and send an email for compliance cases and requests using the GRC: Compliance Case Management application. This feature helps you to communicate with different stakeholders within or outside your organization.

    Before you begin

    Role required: sn_grc_case_mgmt.grc_case_analyst

    About this task

    You can compose and send emails regarding your cases and requests to multiple stakeholders. For example, you can consult the legal team for any obligatory opinions and suggestions on the recorded compliance case. You can manage the emails from the case or request record page.

    Procedure

    1. Navigate to All > Policy and Compliance > Compliance Workspace.
    2. Select the list List icon. icon.
    3. To compose an email for a compliance case, select All cases.
    4. To compose an email for a compliance request, select All requests.
    5. Open the compliance case or compliance request that you want to export as a PDF report.
    6. Select the More actions More actions icon. icon.
    7. Select Compose Email.
    8. On the form, fill in the fields.
      Table 1. Email Draft form
      Field Description
      To Email id of the recipient. You can add multiple email ids in this field to send email to more than one recipient.
      Subject A brief summary or title of your email.
      Email message Body of your message includes any information, requests, or details you want to convey to the recipient. You can format the text, add attachments, and include links in this section.
      Note:
      You can send emails to both ServiceNow® users and external stakeholders who don't have access to the ServiceNow® instance. You must provide the basic record details in the subject line or body of the email to make them aware of the record you're referring to.
    9. Optional: To add attachments, select Attach File.
    10. Select Send Email.