Create an action task

Create an action task that is related to the regulatory change tasks and source document import tasks so that you can complete the regulatory tasks.

Before you begin

Role required: sn_grc_reg_change.manager, sn_grc_reg_change.user, or sn_grc_reg_change.admin

About this task

Starting with version 21.0.x, you can create action tasks for a regulatory task when the task is in any of the following states:

• New
• Work in Progress
• Implementation

You can now break down a regulatory task into smaller, manageable components so that you can more efficiently track and execute the required activities. You can plan, assign, and monitor tasks now in a structured manner that supports your compliance objectives and regulatory requirements.

The regulatory action tasks are created as a follow-up to complete the changes that have been identified as part of the impact assessment for regulatory change tasks. Once these specific changes are identified, you can create and manage these action tasks as a manager or user.

You can perform common user-actions like Enter, Choose, Select, Attach, View, Add, Associate, and Unlink.

Procedure

1. Navigate to Application > Regulatory Change Management > Action Tasks > All action tasks.

2. Select a task.

3. On the form, fill in the fields.

   Field	Description
   Regulatory Task	Number of the regulatory task.
   Category	Category type of the action task, such as compliance or risk.
   Assignment Group	Group that is assigned the action task.
   Priority	Priority of the action task.
   Due date	Due date of the action task. Past dates are not allowed.
   Compliance action target	Specific GRC record to be selected. For example, Authority Document, Citation from the list menu, and the associated document.
   Assigned to	User who is assigned the task.
   Short description	Short description of the action task.
   Instructions	Instructions for the action task.
   Activity Journal
   Watch list	List of users who receive notifications about the updates.
   Work notes	Log of the work notes.
   Worknotes list	Users who receive notifications about the work notes.

   You can update the following fields:

   • Category
   • Action target
   • Short description
   • Instructions
   • Work notes
   • Worknotes list
   • Watch list
   • Select Save.

   The action task is saved and it is displayed under the Action Tasks tab in the Regulatory Change Tasks page.