Create RTBI report template

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a custom RTBI report template to use for the RTBI report displayed to the employee or alumni. The base system report generation uses the default template HR PII Template.

    Antes de Iniciar

    Role required: admin

    To use this template, you can create a new HR service, and record producer, then add the template in the Template field. For more information on configuring an HR service, see Configure an HR service.

    Verify that the following HR services are active:
    • Erasure of Personal Data
    • Request Personal Information Report
    Verify the following In Record produces are active:
    • Erasure of Personal Data Request
      • Available For - Users with 'snc_internal' role, HRSM Alumni
      • Not Available For - SNC External (remove this role).
    • Personal Information Report
      • Available For - Users with 'snc_internal' role, HRSM Alumni.

    Procedimento

    1. Navigate to All > System Security > Data Classification > RTBI Report Template.
    2. Select New.
    3. Enter the Name and Description for the template.
    4. In the Body field, create the structure of the template.
      By default, you’ll see ${reported_date} ${target_user} ${template_script}, where the reported date, target user, and the template script values are dynamically filled-in.
    5. In the Script field, edit the template HTML code if needed.
    6. Select Submit.
    7. Open the newly created template.
    8. In the RTBI Configurations related links, select the Edit button to add an existing RTBI configuration, or the New button to create a new configuration and add it.
    9. Select Preview to see how the report is displayed for a selected user.
    10. Select Publish to publish the new report template.