How to configure ServiceNow Compliance Workspace and setup a Compliance Request

In today's video, I'll show you how to configure ServiceNow's Integrated Risk Management Compliance Workspace and set up a compliance request using Compliance Case Management.

This will be a two-part video. This video will focus on the overconfiguration of a record page in the compliance workspace. The next video will focus on setting up a robust overview page with tailored data visualizations.

ServiceNow Docs:

Compliance Case Management: https://docs.servicenow.com/bundle/xa...

Compliance WorkSpace configurations:
https://docs.servicenow.com/bundle/xa...

The Plugins required:
Policy & Compliance Management
Compliance Workspace
Compliance Case Management

Steps I cover:

0:00 - Intro and Use Case

6:35 - Setup Compliance Requests states
Table: sn_comp_case_compliance_request

6:50 - Setup a Compliance Case Request State Model
Filter Navigator | Compliance Case Management | State Models

7:30 - Setup a Compliance Request Type
Filter Navigator | Compliance Case Management | Request Types

8:28 - Setup View & Workspace ViewRule
From the Compliance Request Type above, open (or create a new) the view rule. Create a new view and set it's condition to the new case type.

9:39 - Configure the Compliance Request form in the new view.
Filter Navigator | sn_comp_case_compliance_request.list

11:54 - Configure the Raise Compliance Request Record Producer

14:10 - Add Related Lists to the workspace page

17:24 - Configure the form headers.
Filter Navigator | Now Experience Framework | Configuration Settings | Form Header

21:32 - Override the default overview page on the compliance request
Filter Navigator | GRC Administration | Workspace Page Configuration

23:50 - Duplicate the Compliance Case Overview Page Collection Variant
Filter Navigator | UI Builder ---| Then open page collections | Open the Risk default record-Pre details | Open the Compliance Case Overview variant

24:42 - Update the variant conditions

25:40 - Closing and discuss the follow on video

If you would like to discuss compliance case management, compliance workspace, or Integrated Risk Management, or if you need help with your setup, please message me on LinkedIn.

  / matthewmaes  

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