Template editor

The template editor enables you to copy the packaged data privacy assessment templates and design your own custom templates.

No. Part name Description

1

Action bar

  • Template title, status and version number
  • Buttons to copy the template, discard or save drafts, and publish assessments.
    Note The availability of the buttons depends on the type of template (packaged or customized) and the status of the template.

2

Template Designer tab
  • The toolbox and properties sections.
  • Tabs for the various pages in your template.
  • Undo button, to reverse the last edit you made to the template.
  • Template Settings button, for quick access to the template title, description and the target asset type to be assessed.

3

Building area

The body of the Template Designer tab, where you add and work with questions.

4

A set of question types, such as checkbox, comment and date picker.

5 Context-specific settings, based on the active page or question in the questions building area.

6

Test Template tab

A viewer that allows you to view the result of your work in the Template Designer tab. You can respond to your questions to test, for example, how the configured logic will work when conducting an assessment.

7

Template Logic tab

A view on all logic conditions configured in the template. You can also add, edit and delete logic conditions in this tab.