---
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


---

# Create a privacy case assessment template

# Create a privacy case assessment template {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllPrivacy Case ManagementAssessment 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](https://servicenow-prod.fluidtopics.net/CI6AazGFKK8CavUr14ElZg "Use the Assessment Metric Type form to create an assessment questionnaire template instead of using the default template.").
4. Select Submit.
* **[Assessment metric type form](https://servicenow-prod.fluidtopics.net/CI6AazGFKK8CavUr14ElZg)**   
  Use the Assessment Metric Type form to create an assessment questionnaire template instead of using the default template.

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