Create an entity type

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create an entity type for the entities in your system. Entity types enable you to find and create new entities that match a set of filter conditions. You can create a hierarchy of the entity types within the entity classes.

    Before you begin

    Roles required: sn_grc.manager, sn_risk_workspace.IT_risk_manager, and sn_risk_workspace.operational_risk_manager

    Procedure

    1. Navigate to the desired workspace, go to the List view, and click Entity types.
    2. Click New.
      A Create New Entity Type page with the Details tab is displayed.
    3. In the Details tab, fill in the fields.
      Table 1. Details tab in the Create New Entity Type page
      Field Description
      Name Name of the entity type.
      Compliance Score Percentage Compliance score percentage assigned to the entity type.
      Active Option to set the entity type as active.
      Description Description of the entity type.
    4. To save the entity type, click Save.
      When you save the entity type, the other related lists are displayed on the Entity type page. Update the related lists as applicable.
      • Details
      • Entities
      • Entity Filters
      • Risk Frameworks
      • Risk Statements
      • Policies
      • Control Objectives
      • Policy Exceptions
      • Content References
      • Privacy Assessments

      See An entity in the workspace view for more information.

    5. To save the entity type, click Save.