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Assigning a Business Process Record

Overview

Entering data flow and business process records is an involved task. It is often recommended to assign each business process to a specific individual responsible for completing or reviewing it.

Assigning a Business Process Record
1
From the left side of the page, hover the mouse over the Data Mapping & Risk Manager icon, and then select Business Processes.
Left navigation showing the Business Processes option
2
In the top-right corner of the page, click Add New, and then select Assign New Business Process.
Business Processes page showing the Add New dropdown with the Assign New Business Process option
3
Complete the following fields, and then click Assign.
Assign New Business Process dialog showing assignee, message, name, description, and type fields
›Assign the business process to a user.
›Enter a message to the assignee. This is optional.
›Assign a business process name.
›Enter a description for the business process. This is optional.
›Select a business process type.
📋 Note: The assignee will receive an email notification to complete the assigned business process.
TrustArc  ·  Assigning a Business Process Record  ·  support.trustarc.com