---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create a privacy case assessment template

# Create a privacy case assessment template {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an assessment and send those assessments to the privacy case task owners to collect their responses. The responses help the privacy case analysts to determine the breaches that have occurred due to the privacy
case.

## Before you begin

Role required: sn_privacy_case.privacy_case_admin

## About this task

Instead of using the default template, you can create a questionnaire template for assessing privacy cases. After you set up the assessment template, it's available in the case task section for the
Assessment case type.

## Procedure

1. Navigate to AllPrivacy Case ManagementAssessment Templates.
2. Select New.
3. On the Assessment Metric Type form, fill in the fields.  
   For a description of the field values on the Assessment Metric Type form, see [Assessment metric type form](https://servicenow-prod.fluidtopics.net/xK~vstyxh51c~7vHnj0QRw "Use the Assessment Metric Type form to create an assessment questionnaire template instead of using the default template.").
4. Select Submit.

## What to do next

You can revise the assessment template from the Assessment workspace. All new assessments use the revised version once published. In-progress assessments based on the retired version finish against the
questionnaire they started with. See [Update a privacy assessment template](https://servicenow-prod.fluidtopics.net/aQ3dsMTRxDTRnXPL6zBJnQ "Publish a new version of a smart assessment template to revise its questionnaire, response options, or automations. Each version maintains a change history of templates used in privacy screening, impact, and breach assessments.").
* **[Assessment metric type form](https://servicenow-prod.fluidtopics.net/xK~vstyxh51c~7vHnj0QRw)**   
  Use the Assessment Metric Type form to create an assessment questionnaire template instead of using the default template.

*[\>]: and then