Configure smart assessment templates for impact assessments

Create privacy assessment templates using the Smart Assessment Engine as a base for sending privacy impact assessments and using them 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 Privacy Impact 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. Note: This option is useful only when you have configured the Data elements subsection under the Personal data section.
   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.
   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.
5. Select Add.
   1. Select Personal data.
   2. Select Add.
   The Sections tab now displays two sections: Personal data and Questionnaire. You can modify the label and the description of the personal data section and these will be visible to the responder on the assessment page.
6. Select Save.
7. To add subsections to a section, open the section for which you want to add subsections.
   1. Select Subsections.
   2. Select Add.
   3. Select the subsections to add.
   4. Select Add.
   For example, for the Personal data section, you can add Data elements, Data subject types, Hierarchy, and Legal basis. The details in the Guidance field of the subsections appear during the assessment to help the responder understand the questions in the assessment.

What to do next

Publish a new version of the template to revise a published template without disrupting in-progress assessments.

The Smart Assessment Engine uses one published version of a template at a time. When you publish a new version, the prior version is retired and no new assessments can be sent against it.

Note:

Assessments already in Draft, Assigned, or Work in progress state continue against the version they were created with.

To create a version of an existing template, see Create a version of a privacy assessment template.