Summary: We will discuss classifying data via the tables selection
Step 1: Open the workflow & data source you want to classify
Step 2: Identify the table settings
Step 3: Set the retention period
First, set the numeric value for the retention period (for example 1) and than the timeframe for the period (for example years).
Step 4: Set Automatic Decision Making (ADM)/Profiling
On clicking the ADM checkbox the ADM Popup will appear. All pre-created ADMs and Profiling Processes will be selectable for the table. Select the relevant ADMs and press save.
Step 5: Legal basis selection
As discussed in our legal basis article, you will need a legal basis for data processing under GDPR. Use the legal basis dropdown to select the relevant legal basis.
Step 6: Data classification
If you plan on automatizing your compliance processes, it is crucial to know what kind of information is stored within your tables. For example it can be anonymous data, pseudonymous data or sensitive date. In some examples we have mixed data such as emails.
Step 7: Set the data source
Either you collected your data yourself or you got it from another source (external).
Step 8: 3rd Party Disclosure (Data Processors)
If you transfer the information in the table to 3rd Party Data Processors, you have to select these by clicking on the checkbox. The 3rd party popup will appear and you can select the relevant 3rd parties. Press save to save the settings.
After saving, the dropdown should change its color to green. So you know you made all relevant configurations.