Configure smart assessment templates for screening assessments

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

    • Create a privacy assessment template using the Smart Assessment Engine as a base for sending screening assessments and use it to detect the privacy risks and mitigate those risks.

    Before you begin

    Role required: sn_privacy.admin

    Procedure

    1. Navigate to All > Privacy Management > Privacy Workspace > Lists > Configure privacy management > Assessment template configuration.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Create Assessment template configuration form
      Field Description
      Name Name of the configuration. For example, Privacy Screening Assessment Configuration.
      Smart assessment template Smart assessment template for which you're adding the configurations.
      Note:
      A template can be mapped to only one classification.
      Classification Logical grouping of the template. The choices are as follows.
      • Initial Assessment
      • Privacy Impact Assessment
      Select Initial Assessment.
      Description Description of the assessment. This description is displayed to the responder during the assessment.
      All information object categories Option to display either all the information object categories or a subset of the information object categories during the assessment.
      Note:
      This option is applicable if you add the Data elements subsection that is not part of the screening assessment.
      State model State model of the assessment. This field is automatically set to Privacy assessment task model.
      Information object categories Information object categories to display during the assessment.
      Note:
      This field only appears when the All information object categories option is not selected. This field is applicable if you add the Data elements subsection that is not part of the screening assessment.
      Active Option to indicate if the configuration is active.
      Functional domain Domain of the configuration. When accessed from the Privacy Workspace, this field is automatically set.
    4. Select Save.
      A new tab titled Sections appears that contains the questionnaire that is fetched from the Smart Assessment Engine.