Data Inventory Requests allow you to collect information about a processing activity from the appropriate business unit member. A Data Processing Officer (DPO) can send Data Inventory Requests to each business owner associated with the processing activity. When the answers from the business owners are submitted back, the DPO can easily populate the data inventory based on the answers provided.
Note: We currently support Processing Activity and System request templates.
This article covers the following topics:
- Navigating to Manage Questionnaires
- Publishing a Data Inventory Request
- Publish to Multiple Partners
- Publishing a Request from Processing Activity Overview screen
Navigating to Manage Questionnaires
1. Navigate to the Data Inventory module and click on the Requests tab on the top right.
2. Click on Manage Questionnaires as shown above. Within the Manage Questionnaires screen, you will view two pre-populated questionnaire templates (Processing activity and System) to get started.
Note: If you require a custom template other than the Processing Activity or the System Questionnaire template, please submit a support ticket through CENTRL's Support Center.
Publishing a Data Inventory Request
Publish to One
This feature allows you to publish a request to one partner recipient at a time.
Note: You have the option to send out a Data Inventory Request to one recipient at a time. You can publish the same request to a different recipient from the Manage Questionnaires screen and the Total Send count under the Status column will update as and when you publish to more recipients.
1. Click on the Publish dropdown under the Action column and click on the Publish to One button.
Step 1: Select Processing Activity
Select the Processing Activity and click on the Next button to proceed.
Step 2: Select Contact
Select or add a new internal contact you want to send the request to. Click on the Next button to proceed.
Step 3: Review and Publish
Here, you can review your request and select a due date for the request and include an optional message.
Note: By default due date is set to 30 days for the future from the publish date. You can manually change it by clicking on the Due Date dropdown and selecting a different due date. To configure the default number of days for your company, you can submit a support ticket through CENTRL's Support Center.
You can also add recurrence to the assessment by clicking on the Add Repeat link. To learn more about adding recurrence to an assessment, click here.
Click on the Publish button to send your request.
Note: The published Request will appear within the Active Requests screen where you can evaluate.
Scheduling for a Future Date
By default, the Publish Date will be set as the current date. You have an option to schedule this assessment to be published on a future date.
To schedule for a future date, select a future Publish Date and click on the Publish On button as shown above.
The assessment will automatically be sent to your internal contact on the selected date. You can view the scheduled request in the Upcoming Requests screen. To learn more about Scheduling an Upcoming Request, click here.
Publish to Multiple Partners
You have the ability to publish a Questionnaire to multiple partners at a time. To learn more about publishing to multiple partners, click here
Publishing a Request from Overview screen
Alternatively, you can send a Data Inventory Request as a Controller or Processor from the Overview screen within the Details page. Click here to learn more about this feature.