Configuring Privacy Case Management

Follow the order of the tasks given here to configure Privacy Case Management application. These tasks help you to manage the compliance cases effectively.

• Install Privacy Case Management
  You can install the Privacy Case Management application (sn_privacy_case) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.
• Create a view rule
  Create view rules to define the form view of the privacy cases in the Privacy Workspace. Specifying the rules helps you to control how the privacy case form appears.
• Create an assignment rule
  Specify the conditions for assigning a privacy case to a particular user or group by creating assignment rules.
• Create state model transition
  Create state models to control the workflow of a privacy case by defining the states and transition conditions.
• Define the model state transitions for a privacy case
  Define the transition conditions to control how a compliance case traverses through the different workflow states by using the Privacy Case Management application.
• Create a privacy case assessment template
  Create an assessment and send those assessments to the privacy case task owners to collect their responses. The responses help the privacy case analysts to determine the breaches that have occurred due to the privacy case.
• Configure inbound email to enable privacy case creation
  Set up a designated email address that employees can use to report privacy cases through email.
• Configure Record Type Area
  The Record Type Area Configuration feature allows privacy case managers or analysts to add additional relevant business area types in impacted and related areas.