Loading
ただいま大変多くのお問い合わせをいただいており、ご連絡までにお時間を頂戴しております続きを読む
目次
絞り込み条件 (0)追加
絞り込み条件を選択

          結果がありません
          結果がありません
          検索のヒントをいくつかご紹介します

          キーワードの入力ミスがないか確認する。
          より一般的な検索語を使用する。
          絞り込み条件を減らして、検索範囲を広げる。

            Salesforce ヘルプ全体を検索
            Salesforce ヘルプ全体を検索
            Create an Action Plan for a Compliance Issue for IT Compliance

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce IT Service

            Create an Action Plan for a Compliance Issue for IT Compliance

            When a compliance issue is logged and mapped to its source such as a failed control, an open risk, a policy, or an audit, create an Action Plan using a template, and associate it with an issue to organize the remediation work into assignable tasks.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To create an action plan for a Compliance Issue: Compliance Admin permission set
            Note
            Note Before you can create an action plan, your admin must publish at least one Action Plan Template. See Action Plans for IT Services for how to create and publish a template.
            1. From the IT Compliance app, find and select Compliance Issues.
            2. Open the issue you want to treat.
            3. Click the Tasks tab.
            4. On the Action Plans related list, click New Plan.
            5. Fill in the action plan details.
              • Enter a Name that identifies the plan.
              • In Action Plan Template, search for and select a published template.
              • Set the Start Date to when work on the plan begins.
              • Confirm or reassign Owner Name.
            6. Click Next, review the tasks and document checklist items the template generates, and then save your changes.
              The action plan is linked to the Compliance Issue, and the template's tasks and document checklist items are attached to the plan.
            Note
            Note For the Compliance action plan type, only tasks and document checklist items are supported. Assessment Task Definitions, Generic Assessment Tasks, and Task Flows are not supported.
             
            読み込み中
            Salesforce Help | Article