Associate risk signals

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use this option to associate a risk signal with an internal play or a success case.

    Vorbereitungen

    • Role required: sn_acct_lc.customer_success_agent
    • Risk signals, internal plays, and success cases must have been defined.

    Prozedur

    1. Navigate to the All menu and enter sn_acct_lc_risk_signal_solution_relationship.list
    2. Select New in the Risk Signal to Solution Relationships page.
    3. On the form, fill in the fields.
      Tabelle : 1. Success case form
      Field Description
      Number System generated unique number for the record.
      Solution table The solution you select here’s associated with the risk signal. Select one of the following:
      • Internal play
      • Internal play task
      • Success case
      • Success case task
      Solution record Based on the solution you have selected, choose the internal play or success case for which the relationship is being defined.
      Risk signal and issue Select the risk signal for which the solution is being associated.
    4. Select Submit to create the risk signal to solution relationship.
      This enables you to track the risk and view the proposed solutions to address the risk.