1. REGISTERS

• Select the registers you wish 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 Privacy Assessment.
  • • Add your register fields to the 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 who will receive the assessment to the Organisational Structure.

4. PROGRAMS

• Create one or more Programs.
• Choose your Program Owners and Assessment Reviewers.
• Assign Privacy Assessment to relevant respondents.

5. ASSESSMENT REVIEWS

• • Review assessments submitted by respondents.
  • Send back to respondents for further amendment (if applicable).
  • Approval Assessment.
  • Create Risks and 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?