Compliance Case Management landing page
Summarize
Summary of Compliance Case Management landing page
The GRC: Compliance Case Management landing page provides ServiceNow users a centralized view to manage compliance cases, requests, and related tasks efficiently. Accessible via the launcher icon, this landing page is designed for roles such assn-compliance-case-managerorsn-compliance-case-analyst. It enables quick creation and monitoring of compliance cases and requests, helping you stay on top of compliance activities and deadlines.
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Cases Section
This section presents key insights through cards that help monitor compliance cases:
- Needs Attention: Highlights overdue cases, cases due within seven days, and unassigned cases requiring immediate focus. Interactive drill-down links offer detailed lists.
- Case Overview: Visualizes active cases by workflow state (e.g., investigation), breach status (detected, potential, or undetermined), and priority—facilitating prioritization and workload management.
- Trends: Displays case trends by affected business units, geographical locations, sub-types, primary causes, and open vs. closed cases over the past year.
- Tracking Items: Tracks open issues per compliance case, overdue issues, and issues due soon, with drill-down capabilities for detailed follow-up.
Requests Section
This section offers a similar set of cards focused on compliance requests:
- Needs Attention: Shows active open requests and unassigned requests needing attention, with drill-down access for detailed views.
- Request Overview: Graphically represents active requests by workflow state (e.g., in progress), priority, and business unit, enabling workload and risk assessment.
- Trends: Provides data on request statuses (open, approved, rejected, canceled) over the past 12 months and categorization by sub-types.
My Tasks Section
This section consolidates cases and requests assigned to you for streamlined task management:
- Cases: Includes open cases, overdue cases, assigned case tasks, and case tasks pending your review, supporting effective case ownership and collaboration.
- Requests: Lists open requests assigned to you and any approvals awaiting your action, facilitating prompt response and workflow progression.
Overall, the Compliance Case Management landing page equips ServiceNow users in compliance roles with actionable insights, detailed monitoring, and task management tools to maintain compliance governance effectively and respond swiftly to case and request developments.
See an overview of all your compliance case-related information on your GRC: Compliance Case Management landing page. You can also create the cases, requests, and issues from this GRC: Compliance Case Management landing page.
Roles required: sn-compliance-case-manager or sn-compliance-case-analyst
Overview of compliance case management landing page
You can launch the compliance case management landing page by using the launcher (
) icon.
- Cases
- Requests
- My tasks
Cases section
The Cases section includes the cards that offer information on compliance cases. You can see the cases that require attention, an overview, trends, and monitoring information.
The following example shows the cards that are available for the cases on the GRC: Compliance Case Management landing page.
The following table describes the cards that are available for the cases on the GRC: Compliance Case Management landing page.
| Card | Description |
|---|---|
| Needs attention | Overview of the events or cases that need immediate attention:
There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
| Case overview | Graphical representation of all the active cases by their state, breach status, and priority:
There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
| Trends | Trends about your cases:
|
| Tracking | Items to track:
There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
Requests section
The Requests section includes the cards that offer information on compliance requests. You can see the requests that require attention, an overview, and trends.
The following example shows the cards that are available for the requests on the GRC: Compliance Case Management landing page.
The following table describes the cards that are available for the requests on the GRC: Compliance Case Management landing page.
| Card | Description |
|---|---|
| Needs attention | Overview of the requests that need immediate attention:
There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
| Request overview | Graphical representation of all the active requests by their state, priority, and business units:
There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
| Trends | Number of compliance requests that are open, approved, rejected, and canceled in the last 12 months, and requests by sub-types. There are drill-down capabilities. When you click the individual sector you are navigated to a list view to get more rich and contextual information. |
My tasks section
My tasks section consists of the individual sections for cases and requests.
- Open cases
- All the cases that are assigned to you.
- Overdue cases
- Any overdue cases that are assigned to you.
- Case tasks
- All the case tasks that are assigned to you to work on.
- Case tasks to review
- Pending case tasks that you need to review. For example, let's say that as a case analyst, you’ve created a case task and assigned it to a case task owner to work on it. The case task owner completed the case task and submitted it to you for review. Now, you need to review and complete these case tasks.
- Open requests
- All the requests that are assigned to you.
- Approvals
- All the requests that are awaiting your approval.