Skip to content
Compliance case task workflow › Use › Compliance Case Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Work on an action task

Accept the Action task, provide the details requested by the case analyst, and submit the Action task for a review in the GRC: Compliance Case Management application. When an action task is assigned to an assignment group, any user from the assignment group can accept and work on the task.

Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst

About this task

If an action task is the Assessment type, the Action task owner must take an assessment to determine the losses that were incurred from a case. In this case, the task owner can accept the work and then take the assessment. If the Action task is the Investigation type or Others type, the Action task owner can accept the task, provide observations, and submit the case for review to the case analyst.

Procedure

  1. Navigate to Self Service > Employee Center.

  2. Access your task from the My Tasks module.

  3. Open the task that is assigned to you from Action Tasks.

  4. In the Open section, select Accept work.

  5. In the confirmation dialog box, select Accept work.

  6. Depending on your Action task type, select one of the following options.

ChoiceSteps
If the task is of type Assessment
  1. Select Take assessment.
  2. Respond to the questions in the assessment.
  3. Select Submit.
  4. Select Save.
If the task is of type Investigation or Others
  1. In the Observations field, provide your comments.
  2. Select Save.
  3. Select Ready for review.
  4. In the confirmation dialog box, provide your comments.
  5. Select Ready for review.

What to do next

  1. Add the areas that are impacted by a compliance case. For example, the impacted areas or objects that could be impacted are the entities, controls, locations, or users that are affected by the compliance case. For more information, see Add an impacted area to a compliance case.
  2. Add the areas that are related to the compliance case. For example, the related areas include the policies, citations, control objectives, or risk events. For more information, see Add a related area to a compliance case.
  3. Add the causes and consequences of this compliance case. For example, you can add the root cause for the reported compliance case or event and its consequences on the organization. For more information, see Add a cause and consequence to a compliance case.
  4. Add the compliance regulations that might be impacted to the compliance case. For more information, see Add compliance regulations to a compliance case.

  5. Add or create an issue related to a compliance case. For more information, see Add an issue for a compliance case.

  6. Reassign an Assessment type Action task
    Reassign an Assessment type Action task to another user in the GRC: Compliance Case Management application. For example, a case analyst or an action task owner can reassign a compliance Action task to another Action task owner if an action task is wrongly assigned or isn’t accepted by the Action task owner.

  7. Review and close an action task
    Review and close an action task after an action task owner provides responses and observations for the case in the GRC: Compliance Case Management application.

Parent Topic:Compliance case task workflow