---
schema_version: "1"
id: c01d90ae590ceca1ffc769b93845d1e8ba7b9d7c8c7e5e7c78afedd96fa21b33
title: Create an Action Plan for a Compliance Issue for IT Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmpl_remediate_issue.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmpl_remediate_issue.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 897259d3a184d70c6c9011243ef6a0ba5334f878a26499e683fff68a47bf04cc
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Create an Action Plan for a Compliance Issue for IT Compliance

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d52510e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52510e74 ">To create an action plan for a Compliance Issue:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52510e74 ">Compliance Admin permission set</td>

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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

Note Before you can create an action plan, your admin must publish at least one Action Plan Template. See [Action Plans for IT Services](https://help.salesforce.com/s/articleView?id=service.it_srvcs_action_plans.htm&release=264.0.0&type=5 "Design action plan templates to capture and automate repeatable tasks for business processes, such as major incident response or change implementation. Enhance collaboration and productivity by automatically assigning tasks, owners, and deadlines, ensuring consistent execution and efficient service delivery.") for how to create and publish a template.

1. From the IT Compliance app, find and select **Compliance Issues**.
2. Open the issue you want to treat.
3. Click the **Tasks** tab.
4. On the **Action Plans** related list, click **New Plan**.
5. 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**.
6. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

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.