Stephen Crumley

Incident Registers and Field Customisation The Incident Registers include out-of-the-box tabs, sections and fields that are used to generate data for your incident reporting. We understand that cus...

Once a Privacy Assessment has been added to a program, some editing features, such as adding new questions and sections, will be disabled. However, you can still update existing question text, desc...

To add or delete register fields, navigate to Tools > Incident > Field Management. You will be presented with a list of existing registers. Click on the 'Edit' button beside the relevant register ...

If a Privacy Assessment has been added to a program, some of the editing features become 'locked out', such as adding new questions or sections. You can quickly identify if your assessment has been...

Renaming Tabs Navigate to Tools > Incident > Field Management and select Edit beside the relevant register.  To rename a register tab, click the 'Rename Tabs' button. A list of the available tab...

The Legal Party Assessment Template is designed to be completed when onboarding a new Legal Party - whether internal or external.  The assessment can be completed before a contract is signed with a...

Register Text appears in Incident Reporting, while Survey Text is displayed within Incident Assessment. In many cases, the text for the 'Register' and 'Survey' drop-down options will be the same. H...

The Business System, Asset and Third-Party Assessment Template is designed to be completed when new software vendors (third parties) are being onboarded within the organisation. The assessment can ...

Incident Assessment Templates Overview There are two Incident Assessment templates available that can be customised using the Incident Assessment Creator: Report Incident Reported Incident Assessm...

To begin, navigate to Tools > Privacy > Organisational Structure. If you haven't used the Organisational Structure before, click the 'Start' button on the left-hand Organisational Structure side pa...