Create an action task template

Create action task templates accessible to personal data rights administrators to align with various request types, such as the right to correct, delete, know, or opt-out. Using these templates for auto-generated action tasks ensures that each task meets the specific requirements of the request type. This alignment guarantees consistency, compliance, and efficiency in handling personal data rights requests.

Before you begin

Role required: system administrator

Procedure

1. Navigate to All > Personal Data Rights > Request Configuration > Action Task Templates.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Template form

   Field	Description
   Name	Name of the template. For example, Right to correct personal data.
   Table	Table to use for the template. This field is automatically set to Action task [sn_grc_case_mgmt_case_task]
   Active	Option to denote if the template is active. Only active templates are available to use.
   Application	Name of the application for which the template is created. This field is automatically set to GRC Personal Data Rights.
   Domain	Domain of the template. This field is automatically set to global.
   User	This field is automatically set to System Administrator.
   Groups	Groups that can view and use the template.
   Global	Option to denote that the template is available for all the users of an organization.
   Template	Fields to use to build the template

4. Build the conditions as required.
5. Select Submit.