Create an action task for the alert
Create a new action task for the alert so that you can assign it to compliance or risk users and mark a due date for the action tasks.
Before you begin
Role required: sn_grc_reg_change.user
About this task
The user with the sn_grc_reg_change.user role assigns the selected action task to the users with the sn_compliance.manager and sn_risk.manager roles depending on the action area of the alert such as compliance or risk. Once the compliance and risk users complete the action tasks associated with the alert, the alert and the parent regulatory change task are closed automatically.
Procedure
-
Navigate to All > Regulatory Change Management > Compliance Workspace.
The Regulatory Change Management application in the Compliance Workspace is displayed.
-
In the List view, navigate to Lists > Regulatory Alerts > Assigned Alerts view.
-
Complete one of the following tasks depending on the type of the alert.
Field Description Regulatory event alert Select the regulatory event alert for which the regulatory change task is in the In progress state and the Action tasks related list is displayed in the alert UI page. Source document alert Select the source document alert for which the source document import task is in the In progress state and the Action tasks related list is displayed in the alert UI page. -
Navigate to the Action Tasks related list and select New.
Note: Only when the regulatory task is in New, Work in Progress, or Implementation states, you can create a new action task.
|
Field |
Description |
|---|---|
|
General | |
|
Name |
Name of the action task. |
|
Instructions |
Instructions related to the action task. |
|
Classification | |
|
Type |
Type of the action task:- None
|
|
Priority |
Priority of the action task:- None
|
|
Area of Impact | |
|
Impacted regulatory item |
Table to obtain the impacted regulatory item from. For example, Control objective. |
|
Impacted area |
Specific impacted area of the selected table. For example, if you selected control objective in the impacted regulatory item, then you can select the SOX-GLC-66 Location code/Internal order request interface from SURF to SAP objective control objective. |
|
Assignment | |
|
Assignment Group |
Group that is assigned the action task. This field is automatically set to display the assignment group. |
|
Assigned to |
User who is assigned the task. This field is automatically set to display the assignee of the task. |
|
Schedule | |
|
Due date |
Date by which the action task must be complete. |
|
Closed on |
Date on which the action tasks is closed. |
|
Additional Details | |
|
Title |
Title of the regulatory alert |
|
Description |
Description of the regulatory alert |
|
Regulatory Task |
Unique identification number for the regulatory task. This field is automatically set to display the regulatory task identification number. |
|
Activity Journal | |
|
Watch list |
List of users who receive notifications about the updates. |
|
Restrict worknotes to |
Users to whom you want to restrict the worknotes. |
|
Work notes (Private) |
Log of the work notes. |
|
Response notes |
Displays the response notes. |
|
Attachments | |
|
Attachments |
Attachments related to the task. |
The action task is marked for the sn\_compliance.manager or the sn\_risk.manager users.
- To save the changes, select Save.
Result
The action task is marked for the users with the sn_compliance.manager or the sn_risk.manager roles.
If you specified an impacted area on the action task, the corresponding compliance library record for that impacted area links the action task in its Regulatory action tasks tab. This allows you to navigate between the action task and the impacted area record in either direction.
Note: The Regulatory action tasks tab is visible on citations, control objectives, controls, and policies.
What to do next
---
title: Create an action task for the alert
description: Create a new action task for the alert so that you can assign it to compliance or risk users and mark a due date for the action tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/regulatory-change-management-service-portal/create-action-task-using-ws.html
release: australia
product: Regulatory Change Management Service Portal
classification: regulatory-change-management-service-portal
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Manage regulatory tasks, Regulatory Change Management, Governance, Risk, and Compliance]
---
# Create an action task for the alert
Create a new action task for the alert so that you can assign it to compliance or risk users and mark a due date for the action tasks.
## Before you begin
Role required: sn\_grc\_reg\_change.user
## About this task
The user with the sn\_grc\_reg\_change.user role assigns the selected action task to the users with the sn\_compliance.manager and sn\_risk.manager roles depending on the action area of the alert such as compliance or risk. Once the compliance and risk users complete the action tasks associated with the alert, the alert and the parent regulatory change task are closed automatically.
## Procedure
1. Navigate to **All** > **Regulatory Change Management** > **Compliance Workspace**.
The Regulatory Change Management application in the Compliance Workspace is displayed.
2. In the List view, navigate to **Lists** > **Regulatory Alerts** > **Assigned Alerts** view.
3. Complete one of the following tasks depending on the type of the alert.
|Field|Description|
|-----|-----------|
|**Regulatory event alert**|Select the regulatory event alert for which the regulatory change task is in the **In progress** state and the Action tasks related list is displayed in the alert UI page.|
|**Source document alert**|Select the source document alert for which the source document import task is in the **In progress** state and the Action tasks related list is displayed in the alert UI page.|
4. Navigate to the Action Tasks related list and select **New**.
**Note:** Only when the regulatory task is in **New**, **Work in Progress**, or **Implementation** states, you can create a new action task.
<table id="table_uqv_s2x_vqb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td class="sub-head" colspan="2">
General
</td></tr><tr><td>
Name
</td><td>
Name of the action task.
</td></tr><tr><td>
Instructions
</td><td>
Instructions related to the action task.
</td></tr><tr><td class="sub-head" colspan="2">
Classification
</td></tr><tr><td>
Type
</td><td>
Type of the action task:- None
- Business Impact
- Change Policies
- Executive Briefing
- Legal Review
- Notification
- Others
</td></tr><tr><td>
Priority
</td><td>
Priority of the action task:- None
- 1 - Critical
- 2 - High
- 3 - Moderate
- 4 - Low
- 5 - Planning
</td></tr><tr><td class="sub-head" colspan="2">
Area of Impact
</td></tr><tr><td>
Impacted regulatory item
</td><td>
Table to obtain the impacted regulatory item from. For example, **Control objective**.
</td></tr><tr><td>
Impacted area
</td><td>
Specific impacted area of the selected table. For example, if you selected control objective in the impacted regulatory item, then you can select the **SOX-GLC-66 Location code/Internal order request interface from SURF to SAP objective** control objective.
</td></tr><tr><td class="sub-head" colspan="2">
Assignment
</td></tr><tr><td>
Assignment Group
</td><td>
Group that is assigned the action task. This field is automatically set to display the assignment group.
</td></tr><tr><td>
Assigned to
</td><td>
User who is assigned the task. This field is automatically set to display the assignee of the task.
</td></tr><tr><td class="sub-head" colspan="2">
Schedule
</td></tr><tr><td>
Due date
</td><td>
Date by which the action task must be complete.
</td></tr><tr><td>
Closed on
</td><td>
Date on which the action tasks is closed.
</td></tr><tr><td class="sub-head" colspan="2">
Additional Details
</td></tr><tr><td>
Title
</td><td>
Title of the regulatory alert
</td></tr><tr><td>
Description
</td><td>
Description of the regulatory alert
</td></tr><tr><td>
Regulatory Task
</td><td>
Unique identification number for the regulatory task. This field is automatically set to display the regulatory task identification number.
</td></tr><tr><td class="sub-head" colspan="2">
Activity Journal
</td></tr><tr><td>
Watch list
</td><td>
List of users who receive notifications about the updates.
</td></tr><tr><td>
Restrict worknotes to
</td><td>
Users to whom you want to restrict the worknotes.
</td></tr><tr><td>
Work notes \(Private\)
</td><td>
Log of the work notes.
</td></tr><tr><td>
Response notes
</td><td>
Displays the response notes.
</td></tr><tr><td class="sub-head" colspan="2">
Attachments
</td></tr><tr><td>
Attachments
</td><td>
Attachments related to the task.
</td></tr></tbody>
</table>5. In the action tasks form, verify that the mandatory fields are updated.
The action task is marked for the sn\_compliance.manager or the sn\_risk.manager users.
6. To save the changes, select **Save**.
## Result
The action task is marked for the users with the sn\_compliance.manager or the sn\_risk.manager roles.
If you specified an impacted area on the action task, the corresponding compliance library record for that impacted area links the action task in its **Regulatory action tasks** tab. This allows you to navigate between the action task and the impacted area record in either direction.
**Note:** The **Regulatory action tasks** tab is visible on citations, control objectives, controls, and policies.
## What to do next
[Complete the action task associated with the alert](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/regulatory-change-management-service-portal/create-action-task-src-document-alert.md)
| title | Create an action task for the alert |
| description | Create a new action task for the alert so that you can assign it to compliance or risk users and mark a due date for the action tasks. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/governance-risk-compliance/regulatory-change-management-service-portal/create-action-task-using-ws.html |
| release | australia |
| product | Regulatory Change Management Service Portal |
| classification | regulatory-change-management-service-portal |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Manage regulatory tasksRegulatory Change ManagementGovernanceRiskand Compliance |