Create an issue as part of the regulatory change tasks and source document tasks workflow to capture any problems or exceptions that are observed during the workflow. You can create and view issues related to regulatory tasks using the issues related list.

Antes de Iniciar

Role required: sn_grc_reg_change.manager, sn_grc_reg_change.user

Por Que e Quando Desempenhar Esta Tarefa

A new module titled as Issue is introduced in the Regulatory Change Management application.

Procedimento

1. Navigate to Application > Regulatory Change Management > Issue to create and view issues related to the regulatory tasks using the issues related list.
2. Use the following modules to get a filtered list of the issues.

   Tabela 1. View issues related to Regulatory Tasks

   Field	Description
   My Open Issues	View open issues assigned to a user.
   All Open Issues	View all open issues.
   All Unassigned Issues	View all issues not assigned to any user.
   All Grouped Issues	View all issues grouped by category or assignment.
   All Issues	View all issues related to the Regulatory Tasks.

3. Create a new record by selecting New and fill in the form.
4. Opcional: Edit an issue record, delete an issue record or export multiple records.
   • Select Edit to make any required updates and then select Update.
   • Select the check box of the issues you want to remove, then Delete and Delete All.
   • Select the check box of the issues you want to export, the file type and delivery type and then Export.

     Tabela 2. File type and Delivery type options

     Field	Description
     File Type	Format options available when exporting issues. Excel CSV JSON PDF
     Delivery Type	By selecting Download or Email, the list of issues can be exported as a downloaded file or email.

Resultado

You can view the issues related to the Regulatory tasks in the respective modules.

O que Fazer Depois

For information about how to enable or disable menu items, see Enable/disable application menu.