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            Review and Close a Compliance Issue

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            Review and Close a Compliance Issue

            As an issue owner, you're responsible for confirming that the resolver's work meets compliance requirements. Review the completed tasks and evidence, then either close the issue or move it again to the open state for additional work.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To access Compliance Issue action plan tasks: Compliance Admin permission set
            Note
            Note This task assumes the resolver has completed all remediation tasks and moved the issue to Review status. To see the remediation workflow, see Complete Remediation Tasks for a Compliance Issue.
            1. From the App Launcher, find and select Compliance Issues.
            2. From the Compliance Issues list view, filter by Issue Status equals Review to find issues awaiting your validation.
            3. Open an issue, go to the Tasks tab and confirm every task on the attached action plan is marked complete.
            4. To review any attached files to ensure the uploaded evidence supports closure, open a task and go to the Related tab.
            5. Decide whether to close the issue or open it again if it needs more work.
              • If the evidence supports closure, click Mark Issue Status as Complete to close the issue.
              • If the evidence is incomplete or the fix isn't satisfactory, in the status path, select Open or Remediation in Progress, and then click Mark Issue Status as Current Status.

            A closed Compliance Issue retains its action plan, tasks, evidence, and history. Closed issues appear in list views and reports so auditors can trace the remediation back to the original finding.

             
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