1. Manually Adding a Record

Manually adding records is a quick method of adding information to the registers. This method is typically used by users with increased permissions, such as DPOs or Admins.

• Please refer to this article for more information: How do I manually add a record via a Register?

2. Using a Privacy Assessment

The most popular and more engaging way of adding records to the Privacy Registers is via Privacy Assessments.

End users typically use a Privacy Assessment to help gather information across their organisation, such as Processing Activities and DPIAs. The advantage of using Privacy Assessments is that they can include question descriptions and guidance notes, and can be routed through an approval process.

A variety of out-of-the-box templates are available, and questions can be customised to meet organisational requirements. Completion of assessments can create multiple records across one or several different registers.

• Please refer to this article for more information: How do I send Privacy Assessments to recipients for completion?

3. Bulk Import 

Customers may choose to bulk import data into the Privacy Registers if they have a large volume of existing data stored on spreadsheets. Bulk imports are usually only undertaken during a customer's initial onboarding by the MetaCompliance Technical team and can incur additional commercial costs.

For more information, please contact your Customer Success Manager.