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Manual Findings: Using AI to Create a Task from a Finding

Complyance Support
Updated

You can use AI to create a task that will help you remediate and action findings you have reported.

Creating a Task From a Finding using AI:

  1. Navigate to the relevant program on the left-hand side navigation bar containing the control in question.
  1. Search for the control in question. If needed, use the search bar to search a key word on the control to locate the correct control.
  1. Click the Control Name to open the control details page

  2. From the Control details page - click the ‘Findings’ tab

  3. From the ‘Findings’ tab, locate the finding you want to create a task on and select the ‘Create a Task’ button at the top right of the control

Note: AI will review (1) The name and description of the finding and (2) The content of the control to generate a task for you

  1. To find the task created you can either:

a. Open the findings tab on the controls and select the newly created ‘Task’ button in place of the ‘Create a Task’ button

b. Click on the ‘Tasks’ tab within the control

  1. You will see that AI has written a task with remediation advice.

a. (Optional) Amend the name and/or description of the task

b. Assign an Assignee

c. Set a Due date

The assignee will be notified of their assignment by email - and this task will appear in their task center.

  1. Finally, once the assignee has hit ‘Complete’ on their task - the creator of the task will receive a notification that the task has been completed and the completed date will fill in automatically, closing the loop.

Note: 

  • Use the ‘references’ tab to navigate back to the related control
  • Use the ‘comments’ tab and tag ( using ‘@’ ‘name’) to ask questions on tasks
  • Use the ‘history’ tab to log any changes made

 

Still have questions? Reach out to our support team via the Support Center for assistance.

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