Create a workflow state for a compliance case or request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a workflow state for a compliance case or request to define the life cycle of the case or request using the Compliance Case Management application. GRC State Model is to configure the states and the state transitions that are created as part of the table.

    Antes de Iniciar

    Role required: sn_compliance_case_admin

    Por Que e Quando Desempenhar Esta Tarefa

    To create new states for the compliance case, the admin must create a new state in the State field of the compliance case table.

    Procedimento

    1. Navigate to All > Compliance Case Management > State Models.
    2. Open the state model that you want to add the workflow to.
    3. Select New from the GRC workflow states related list.
    4. Fill in the fields on the form.

      For a description of the field values on the Workflow state form, see Workflow State form.

    5. Select Submit.