Create a PI data element type

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create categories to help responders to identify personal data elements within specific categories. For example, for a PI data element type such as Personal information, the PI data elements can be Name, Age, Employer ID, Marital Status, Email, and so on.

    Before you begin

    Role required: sn_privacy_case.privacy_case_admin

    Procedure

    1. Navigate to All > Privacy Case Management > Breach Assessment Configuration > PI Data Element Types.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. PI data elements type form
      Field Description
      Label Category to which the PI data element type belongs. For example, for type Financial Information, the data elements can be bank account numbers, credit card numbers, and so on.
      Name Name of the PI data element type. This name is usually the same as the label.
      Order Order of the element type as it should appear on the assessment form.
      Application Name of the application this element type applies to. This field is automatically set to GRC: Privacy Case Management.
      Active Option to activate the data element type.
      Description Brief description of the PI data element type.
    4. Select Submit.