Update Status for Remediation Tasks

You work to complete remediation tasks externally, but then update status in the record of the remediation plan that defines the tasks. Updates are reflected automatically in the records of issues for which the plan has been selected.

For example, one task in a remediation plan might be to meet with stakeholders to discuss changes that will correct an issue. Once the meeting takes place, you'd update remediation-plan status.

1. Select the Remediation Plans tab in the Issues work area.

2. In the Remediation Plans page, click the name of the plan you want to work with. A Remediation Plan page includes these features:

   • A bar graph depicting the number of completed steps, both as an absolute number and as a percentage of total steps. The graph also reports the number of days the plan is past due, and the number of tasks past due.

   • An Issues panel, which displays information about the issues for which the remediation plan has been selected. It's read-only; you can select a plan for an issue only from the record of the issue.

   • Panels to review details of the plan's configuration, additional information if flexfield segments have been defined for the Remediation Plan object, and tasks defined for the plan, and to add or review comments. These panels remain available to you as you edit the plan; the bar graph and the Issues panel don't.

3. Open the edit page for the plan: Click Actions > Edit Definition. (Alternatively, in the Remediation Plans page you can select the row representing the plan, then click the edit icon. This would bypass the page that displays the bar graph and Issues panel.)

4. In the page to edit the plan, expand the Remediation Tasks panel. Select the row for the task you want to update, then click Edit.

5. Update fields to reflect your progress:

   • Before the task is complete, you may set a Progress field to On Target, Blocked, or Delayed. Set a date in the Estimated Completion Date field if you expect to complete the task before or after its due date.

   • When the task is complete, update a Status field from Active to Completed.

   • You may also add comments.

6. Select Save and Close. The edit page for the remediation plan returns. Select its Submit option.

When all tasks are complete, mark the plan as complete:

1. Once again, open the edit page for the plan.

2. In the Details panel, set Progress to Completed. (At any point along the way, you may instead indicate that progress for the plan as a whole is blocked, delayed, or on target.) Also set Status to Completed.

3. Select Submit.

If you're the owner of a remediation plan, you can send email reminders to users to complete tasks defined by the plan. In the Remediation Plans page, select the plan record, then select Actions > Send Email Reminder. A Send Email Reminder page provides default subject and body text, which you can edit if you want. Then click Submit to send the message. It's sent only to appropriate users who haven't yet acted on their tasks. The feature is active regardless of whether email notifications are activated in the Setup and Administration work area.