1. REGISTERS

• Select the registers to use.
• Configure your registers (if required).
• • • Update existing register fields & sections.
    • Add new custom register fields.
    • Update or add sections.
• Add records to ‘protected’ registers, i.e. Data Elements, Business Systems, Third Party Lists.

2. ASSESSMENT CREATOR

• Create your own Privacy Assessment.
• • • Add your register fields to the Privacy Assessment.
    • Add question logic (if applicable).
• Customise an existing template (if required).
• • • Update existing assessment questions.
    • Add custom register fields as questions.

3. ORGANISATIONAL STRUCTURE (if Non-SCIM)

• Build your Organisational Structure.
• Add users to receive assessment to Organisational Structure.

4. PROGRAMS

• Create Program(s).
• Pick your Program Owners and Assessment Reviewers.
• Assign Privacy Assessment to relevant respondents.

5. ASSESSMENT REVIEWS

• • Review Assessments submitted by respondents.
  • Re-send back to respondents for further amendment (if applicable).
  • Approval Assessment.
  • Create Risks & Mitigation Tasks.

Related Articles

• What is a 'Privacy Assessment'?
• How Do I Create a Privacy Program?
• How Do I Send Privacy Assessments to Recipients for Completion?
• How Do I Create an Organisational Structure?