Linking Personal Data to Inventory Records

You can create links between personal data and your organization's inventory records. This allows you to include the individual elements of data that your organization is collecting or processing in your data mapping landscape.

You can create these links manually in an inventory record, through assessment responses, or via bulk imports. For more information, see Adding, Editing, Reordering, and Deleting Questions and Bulk Linking Personal Data to Inventory Records.

To link personal data to an inventory record

On the Data Mapping menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.
Click the name of the inventory record to which you want to link personal data. The Inventory details screen appears.
Go to the Personal data tab.
Click the Manage data elements button on the Related data elements list. The Manage data elements modal appears.
For each data subject type, select the check boxes for the data elements you want to link to the record.
Repeat this process as needed for any additional data subject types and their assigned data elements.
Click the Update button.

To enable the Grid View for Personal Data setting

Click the Gear icon to access the Global Settings menu.
On the Global Settings menu, select Inventory from the Data Mapping Automation section. The Inventory settings screen appears.
Enable the Grid view for personal data setting.
Click the Save button.

To link personal data to an inventory record using the personal data grid view

Note:

To access the grid view, you mist first enable the Grid view for personal data setting in Global Settings.

On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.
Click the name of the inventory record to which you want to link personal data. The Inventory details screen appears.
Go to the Personal data tab.
Click the Manage data elements button on the Related data elements list. The Manage data elements modal appears.
Use the checkboxes to add data subject types to the inventory.
Click the Next button. The personal data grid appears.
Select the applicable data categories for each data subject type.

Tip:
Click the Expand and Collapse icons to display individual data elements for each category.
Click the Update button.

To unlink personal data from inventory records

Important:

Considerations before unlinking personal data:

Consider creating and exporting a report before unlinking personal data to retain a historical record of where the personal data was previously linked.
Unlinking personal data removes it from the inventory record's Related Data Elements widget on the Inventory Details tab and in the Personal Data tab.
You will not be able to see unlinked personal data in future reports based on the inventory record.
If an assessment attached the personal data to the inventory record, the personal data question on the assessment retains the historical record even after the personal data is unlinked.
If a user manually attached the personal data to the inventory record, you will lose any historical record of the personal data on the inventory record once it is unlinked.
The process below only applies to data subject types and data elements.

On the Data Mapping Automation menu, select Setup > Inventory Manager. The Inventory Manager screen appears.
Click the View button on the Personal Data Configuration tile. The Personal Data Configuration screen appears.
Click the tab that corresponds to the personal data you want to configure, e.g., data subject types or data elements.
Hover over the row for the row for the personal data attribute you want to unlink. The Context Menu icon appears.
Click the Context Menu icon. The Context menu appears.
Select Unlink Related Inventories. A warning modal appears.

CAUTION:
This will unlink the attribute and any relate from all of its related inventory records. This action cannot be undone.
Click the Unlink button.

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