When a compliance issue is logged and mapped to its source such as a failed control, an open risk, a policy, or an audit, create an Action Plan using a template, and associate it with an issue to organize the remediation work into assignable tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To create an action plan for a Compliance Issue: | Compliance Admin permission set |
Note Before you can create an action plan, your admin must publish at least one Action Plan
Template. See Action Plans for IT Services for how to create and publish a template.
- From the IT Compliance app, find and select Compliance Issues.
- Open the issue you want to treat.
- Click the Tasks tab.
- On the Action Plans related list, click New Plan.
-
Fill in the action plan details.
- Enter a Name that identifies the plan.
- In Action Plan Template, search for and select a published template.
- Set the Start Date to when work on the plan begins.
- Confirm or reassign Owner Name.
-
Click Next, review the tasks and document checklist items the
template generates, and then save your changes.
The action plan is linked to the Compliance Issue, and the template's tasks and document checklist items are attached to the plan.
Note For the Compliance action plan type, only tasks and document checklist items are supported.
Assessment Task Definitions, Generic Assessment Tasks, and Task Flows are not supported.