Provide requested evidence
Provide evidence when you are requested. When evidence is requested, the person who must provide the evidence receives an email. The process to provide the evidence begins.
Before you begin
Role required: sn_grc.business_user
About this task
When the assignee receives the email to provide the requested evidence, the assignee can either provide the requested evidence or reassign the request to another user. The assignee can also add approvers before sending the requested evidence to ensure additional security of the evidence. If the assignee reassigns the request to some other user, the original assignee can no longer view the request. If the evidence provided does not need an approver, then the assignee can directly request a review of the evidence, and the requester gets a notification to review the evidence.
Procedure
Navigate to All > Audit > Evidence Request > My Evidence Request Tasks.
Open the record for which you want to provide evidence.
Click Accept Work.
On the form, fill in the fields.
Field Description Number Number of the evidence request. This value is generated by default. Requester User requesting evidence. This value is generated by default. Requested on behalf of User for whom evidence is being requested. This value is generated by default. Assignment group Group assigned to provide evidence. The users of this group must have the sn_grc.business_user roles. Assigned to User responsible for providing the evidence. This value is generated by default. State State of the request. Substate None. This value is generated by default. Request reason Reason for requesting evidence. Approvers Users to approve evidence before it is returned to the requester for review. Usually, an approver is the manager of the person providing the evidence. Watch list Users interested in viewing the evidence collected. Name Name of the evidence request. This description is generated by default and is fetched from the record that was created to request evidence. Description Detailed description of the evidence request. This value is generated by default and is fetched from the record that was created to request evidence. Request Details Evidence request Unique ID of the evidence request associated with the task. This value is generated by default and is fetched from the record that was created to request evidence. Evidence for Record for which the evidence is requested. Evidence for description Description of the record for which the evidence is being requested. This value is generated by default and is fetched from the record that was created to request evidence. Evidence URL URL of the evidence if the user prefers to share the evidence as a link instead of an attachment. For example, this can be a link to a shared folder. To request approval for the attached evidence, click Request Approval.
If no approvers are required, click Request Review.