Send a privacy assessment from an entity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Send a privacy assessment to an entity owner to determine if there's personal data involved in the processing activities.

    Before you begin

    Role required: sn_privacy.manager or sn_privacy.analyst

    About this task

    You can send a privacy screening assessment from an entity if you do not have a processing activity created for that entity. After a processing activity is created for an entity, any further assessments can only be sent through the processing activity.

    Procedure

    1. Navigate to All > Privacy Management > Privacy Workspace > Scoping > My entities.
    2. Select and open the entity from which you want to send the assessments to the entity owner.
    3. Select Initiate privacy assessments.
      You are redirected to the Create new privacy assessment form.
    4. On the form, fill in the fields.
      For an explanation of the fields, refer to the New privacy assessment creation form
    5. Select Update state.
      1. In the State field, select Assigned.
      2. In the Additional comments field, provide comments for the person taking the assessment.
      3. Select Submit.