Create an assignment rule

Specify the conditions for assigning a privacy case to a particular user or group by creating assignment rules.

Before you begin

Role required: sn_privacy_case.privacy_case_admin

About this task

To determine the appropriate person or group to handle a privacy case, establish assignment rules that outline the necessary criteria. For instance, if the case pertains to data protection and information security, it should be assigned to the appropriate individual or team.

Procedure

1. Navigate to All > Privacy Case Management > Case type.

2. Select the Assignment Rules related list on the Assignment Rule form.

3. Select New.

4. On the Assignment Rule form, fill in the fields.

   For a description of the field values on the Assignment Rule form, see Assignment rule form.

5. Select Submit.

6. Assignment rule form
   Learn about the fields on the assignment rule form. Use this form to define case assignment rules in the Privacy Case Management application.

Parent Topic:Configuring Privacy Case Management