Create a privacy case assessment template

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

    • 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.

    Antes de Iniciar

    Role required: sn_privacy_case.privacy_case_admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    1. Navigate to All > Privacy Case Management > Assessment 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.
    4. Select Submit.