Create a privacy case assessment template

  • Release version: Xanadu
  • Updated July 31, 2025
  • 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 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.