Key Features

• Description Section: Capture essential context about the case including purpose, actions, timelines, applicable rules and regulations, and any supporting evidence or documents. This aids in understanding and addressing the case properly.
• State Section: Displays the workflow stages of the case such as New, Triage, Investigate, Resolve, Post case review, and Close. These states indicate the current status and can be customized by administrators to fit your organization’s processes.
• Case Schedules and Milestones Section: Shows a timeline of important case events like creation, discovery, occurrence, investigation milestones, breaches, and closure dates. You can filter and view specific event types to track progress and deadlines clearly.
• Case Tasks Overview Section: Summarizes case tasks by total count, overdue tasks, tasks due within seven days, active tasks by state, and tasks by type. This overview helps prioritize and manage workload efficiently.
• Tracking Section: Provides counts of open issues, overdue issues, and issues due in the next seven days related to the compliance case, enabling proactive issue resolution.
• Attachments Section: Allows uploading and viewing all files attached to the case, ensuring evidence and documentation are accessible within the case record.

What You Can Expect

By using the compliance case overview related list, ServiceNow customers gain a centralized, detailed snapshot of each compliance case’s lifecycle and related activities. This facilitates better case understanding, efficient tracking of progress and deadlines, effective task management, and organized documentation. Ultimately, it helps streamline case resolution and supports compliance governance efforts.