Compliance Case Management landing page
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 (
Electronic signature\) icon.
The GRC: Compliance Case Management landing page consists of the following sections:
- 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.
Compliance case management landing page cases view.
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: - Overdue cases Cases where the closure date has been passed.
Cases where the closure date is in the next seven days.
Cases not assigned to a case analyst yet. 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:- By state Shows the number of active cases by the workflow states that they're in. For example, as a compliance case manager, you can view the number of active cases that are under the investigation state.
Shows the number of active cases only when a breach is detected, a chance of a breach is in the future, or the breach status is determined yet.
Shows the number of active cases by the priority that is defined at the case level. 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:- Reported cases by the affected business units and geographical locations. - Cases by Syb-type. - Number of reported cases for each primary cause. - Number of open and closed cases in the last 365 days. |
| Tracking | Items to track:- Number of open issues for a compliance case - Number of overdue issues - Number of issues due in the next seven days 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.
Compliance case management landing page requests view.
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: - Active requests All open requests.
Requests that aren’t assigned yet. 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:- By state Shows the number of active requests by the workflow states that they're in. For example, as a compliance case manager, you can view the number of active cases that are under the in progress state.
Shows the number of active requests by the priority that is defined at the request level.
Shows the number of active requests categorized by the 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.
In the Cases section, you can access all the cases and tasks that are assigned to you:
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.
In the Requests section, you can access all the requests that are assigned to you:
Open requests
All the requests that are assigned to you.
Approvals
All the requests that are awaiting your approval.
Parent Topic:Exploring Compliance Case Management