Mitigation Tasks
Written by Michelle Henley
Updated at May 22nd, 2024
Table of Contents
What is a Mitigation Task?
This feature allows tenants to easily identify any requests/disclosures with an active mitigation task at the time of final approval. This helps to 1. accommodate our tenants’ existing internal processes whereby engagements/disclosures can be approved subject to certain conditions and 2. provide tenants with more visibility into these higher-risk engagements/disclosures.
When approving a request or disclosure, an approver may feel that certain steps must be taken to mitigate the risk presented to the organization. To ensure that any concerns are addressed, approvers can assign a mitigation task before approving the request.
How to Create a Mitigation Task
Who can create mitigation tasks?
Approvers can create mitigation tasks for any assigned request if they have the Create Tasks privilege. Admins can also create mitigation tasks if they have the View All Requests and Create Tasks privileges. Note: To add, remove, or modify privileges please contact the User Admin for your organization.
To create a Mitigation Task, choose Mitigation from the dropdown list in the Category field.
When a mitigation task is added to a disclosure or request, the following rules apply:
If the mitigation task is added to a request or disclosure that is still In Progress
| The mitigation task is added to a request → | then the request is Cleared or Approved → | then the request status will be Cleared with Conditions or Approved with Conditions |
| The mitigation task is canceled before → | the request is Cleared or Approved then → | the request status will be Cleared or Approved |
If the mitigation task is added to a request or disclosure that is already Fully Approved:
| The request is Cleared or Approved → | then the mitigation task is added to a request → | the request status will automatically change from Cleared or Approved to Cleared with Conditions or Approved with Conditions |
| The request is Cleared or Approved → | then the mitigation task is added to a request and then is canceled → | the request Status will remain as Cleared with Conditions or Approved with Conditions |
If the mitigation task was added to the request while the request or disclosure is still In Progress, but then the request is Cleared with Conditions or Approved with Conditions:
| The mitigation task was added to the request, and then the request was Approved with Conditions or Cleared with Conditions → | then the task is canceled → | the request Status will remain as Cleared with Conditions or Approved with Conditions |
If the mitigation task is added to a request or disclosure after it was already fully Approved and the request is Resubmitted:
| The request is Cleared with Conditions or Approved with Conditions and → | the mitigation task is canceled → | then when the request is reapproved, the status will be Cleared or Approved |
Click here for more information on Cleared with Conditions and Approved with Condition status types.