Update a privacy assessment template

Publish a new version of a smart assessment template to revise its questionnaire, response options, or automations. Each version maintains a change history of templates used in privacy screening, impact, and breach assessments.

Before you begin

Role required: sn_privacy.admin or sn_privacy_case.privacy_case_admin

About this task

Only one version can be published at a time, so all new assessments use the same questionnaire. Only new assessments use the latest published version.

Procedure

1. In the menu bar, select the application scope icon and verify that you are in the GRC: Privacy Management scope.
2. Navigate to Workspaces > Assessment Workspace.
3. Open the published template you want to revise.
4. Select the Options icon , and select Create new version.
5. Select Create.
   The template opens in Draft state with a new version number.
6. Edit the General, Questions, and Automations sections.
   For details about each section, see Types of assessment templates.

   Note:

   Publishing a new version doesn't activate previous automations. After you publish, activate all required automations on the new version.
7. Select Save.
8. When the draft is ready, select Publish.
   Note:

   Until you publish, the current published version remains active.
9. In the Publish template dialog, select Publish.
   A dialog appears confirming that the new version is active. The new version moves to Published state. The previous version moves to the Retired state and can’t be used to send new assessments.

Result

The new template version is the only version available for sending new privacy assessments. In the Privacy Workspace, the version is recorded on each new assessment, and on the revised assessment template configuration record.