Configure Record Type Area

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The Record Type Area Configuration feature allows privacy case managers or analysts to add additional relevant business area types in impacted and related areas.

    Before you begin

    Role required: Privacy admin

    Procedure

    1. Navigate to All > Privacy Case Management > Case Configuration > Case Type.
    2. Select Record Type Area Configuration tab and click New.
    3. Select the Area Type, such as Impacted Area or Related Area.
    4. Select the appropriate area type from the configuration options.
    5. Select the Active box to make the area available for use.
    6. Set the Order to define the sequence in which this area appears.
    7. Select Submit to save the configuration.

    Result

    The configured options are available for the user to add during case creation, ensuring that each case accurately reflects its business context.