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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Configure

# Configuring Privacy Case Management {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Follow the order of the tasks given here to configure Privacy Case Management application. These tasks help you to manage the compliance
cases effectively.
* **[Install Privacy Case Management](https://servicenow-prod.fluidtopics.net/aL50~Fdd8dxeEHg7bHCdUg)**   
  You can install the Privacy Case Management application (sn_privacy_case) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.
* **[Create a view rule](https://servicenow-prod.fluidtopics.net/xxnIeIHBpYCjNdznVMgj9A)**   
  Create view rules to define the form view of the privacy cases in the Privacy Workspace. Specifying the rules helps you to control how the privacy case form appears.
* **[Create an assignment rule](https://servicenow-prod.fluidtopics.net/xtt4QLlBKtn4EdqcF2o_CA)**   
  Specify the conditions for assigning a privacy case to a particular user or group by creating assignment rules.
* **[Create state model transition](https://servicenow-prod.fluidtopics.net/hvNG9QiS84UXbRbyGT3ybw)**   
  Create state models to control the workflow of a privacy case by defining the states and transition conditions.
* **[Define the model state transitions for a privacy case](https://servicenow-prod.fluidtopics.net/7ONC0JJ6Me44DFw7SD5fKw)**   
  Define the transition conditions to control how a compliance case traverses through the different workflow states by using the Privacy Case Management application.
* **[Create a privacy case assessment template](https://servicenow-prod.fluidtopics.net/GZb5eXe7i0tkg62C5s3cgw)**   
  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.