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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a compliance state model

Create a state model to define the workflow states and transition conditions for compliance case types and request types.

Before you begin

Role required: sn_compliance_case_admin

About this task

A state model is a list of states that describe the workflow of a record. With a state model, you can define the state transitions for a specific case or request type. The case type or request type follows the workflow states and transition conditions that are defined in the state model.

Procedure

  1. Navigate to All > Compliance Case Management > State Models.

  2. Select New.

  3. On the form, fill in the fields.

    For a description of the field values on the GRC State Model form, see GRC State Model form.

  4. Select Submit.

  5. GRC State Model form
    Use the GRC State Model form to define the workflow states and transition conditions in the Compliance Case Management application.

Parent Topic:Configuring Compliance Case Management