Work on a case task

As a case task owner, accept the task, provide the details requested by the case analyst, and submit it for a review. If a case task is assigned to an assignment group, and not to a specific user, then any user who is a part of the assignment group can accept the task and work on it.

Before you begin

Role required: sn_privacy_case.privacy_case_business_user

About this task

If a case task is of type Assessment, a case requires the case task owner to take an assessment to determine losses incurred from a case. In this case, the task owner can accept the work and then take the assessment. If the case task is of type Investigation or Others, the case task owner can accept the task, provide their observations, and submit the case for review to the case analyst.

Procedure

1. Navigate to Self Service > Employee Center.

2. Access your task from the My tasks module.

3. Open the task assigned to you.

4. Select Accept work .

5. In the confirmation dialog box, select Accept work.

6. Depending on your case task type, perform the following steps.

What to do next

1. Create or manage an information object within a processing activity.
2. Add key stakeholders to a processing activity.
3. Add impacted areas to a case.
4. Add related areas to a case.
5. Add causes and consequences to a case.
6. Add regulations to a case.

7. Add issues to a case.

8. Reassign an assessment type case task
   Reassign an Assessment type case task to another user. A case analyst or a case task owner can reassign a task to another case task owner, if required.

9. Review and close a case task
   Review a case task after a case task owner provides their responses and observations for the case.

Parent Topic:Case task workflow