Create and validate an assessment configuration

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

    • Create your assessment configurations to determine when a processing activity must be automatically created.

    Antes de Iniciar

    Role required: sn_privacy.admin or sn_privacy.manager

    Por Que e Quando Desempenhar Esta Tarefa

    When a privacy screening assessment is sent to the entity owners, their responses determine the creation of processing activity. You can also modify the default configurations on the privacy screening assessment to create processing activities automatically.

    You can also create a new processing activity creation condition for your own privacy screening assessments.

    After you create the configurations, you can validate if the responses create the processing activities according to the defined conditions.

    Procedimento

    1. Navigate to All > Privacy Management > Assessments > Processing activity creation rules.
    2. Click New.
    3. On the form, fill in the fields.
      Tabela 1. Processing activity creation rule form
      Field Description
      Name Name of the assessment configuration.
      Description Brief description of the configuration.
      Assessment template Template for which the configuration is being created.
      Active Option to make the configuration active.
      Advanced Option to add more than three conditions.
    4. In the Conditions related list, create filters by selecting Metric and using the condition builder.
    5. In the Advanced related list, specify the script for adding more than three conditions.
      The Advanced related list only appears if you select the Advanced option.
    6. Click Validate.
      1. In the Assessment instance field, select the instance on which this configuration must be used.
      2. Click Validate.