How do you activate a classification template?
To activate a classification template, go to Settings > Classifications, select the template, and set its status to Active. Only active templates can be added to vendors.
How do you add a classification template to a vendor?
Once your classification template is activated, it can be added to any relevant vendor in the Data Protection module. Follow these steps to add it to a vendor:
- Go to Legal entities > External in the menu.
- Select the specific vendor from the list.
- On the vendor page, open the Classifications tab.
- Click Add classification. A dropdown displays all active classification templates created by your administrator under Settings > Classifications.
- Select the template you wish to apply to the vendor. Only active classification templates appear in the dropdown.
- Optionally, select a specific asset from the dropdown if you want to answer the template in relation to an asset provided by the vendor. Only assets already linked to the vendor appear here; review them under the Assets tab on the vendor page.
How do you complete and submit a classification?
After adding the classification, it appears in the list under the Classifications tab. Complete it by following these steps:
- Click Answer classification to open the classification form.
- Fill in your answers, then click Submit.
- The risk level, score, submission date, and submitting user are now visible in the list.
- To add a note, open the overflow menu on the classification row and select Add note.
What should you do after reviewing the classification results?
After submission, review the risk level and score in the list. If any answers indicate gaps or risks, take the following actions:
- Document required steps to address identified risks and meet your compliance obligations by adding a note via the overflow menu on the classification row.
- Use task management to create and follow up on tasks related to the classification.