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            Complete Remediation Tasks for a Compliance Issue

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            Complete Remediation Tasks for a Compliance Issue

            Execute the action plan associated with a compliance issue by completing each remediation task and uploading supporting files. As the resolver, you're responsible for working through each task on the action plan and providing evidence that the compliance gap has been addressed. Once all tasks are complete, move the issue to Review status so the issue owner can validate your 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 Compliance Issue already has an Action Plan attached. To create an Action Plan, see Create an Action Plan for a Compliance Issue for IT Compliance.
            1. From the App Launcher, find and select IT Compliance.
            2. Select Compliance Issues from the navigation menu.
            3. Open the Compliance Issue record you are assigned to resolve.
            4. Click Mark Issue Status as Complete to move the issue to Remediation in Progress.
            5. Click the Tasks tab, and open a task from the Action Plans related list.
            6. If the task requires evidence, upload your supporting evidence, such as audit logs, system reports, or policy documents, from the Files related list on the task record.
            7. Click Mark Complete on the task.
            8. Repeat the previous two steps for each remaining task on the action plan.
            9. Return to the Compliance Issue and click Mark Issue Status as Complete to move the issue to Review.
              The issue is now ready for the issue owner to validate your work.

            The issue owner will review your completed tasks and evidence. If everything meets compliance requirements, they'll close the issue. If additional work is needed, they'll move the issue back to Remediation in Progress. See Review and Close a Compliance Issue for the validation workflow.

             
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