An activity is a defined action where information is processed, stored or transferred as a part of your business operation. An example of an activity in HR could be ‘Job interview’. The activity is linked to a process e.g. the activity ‘Job interview’ could be linked to the process ‘Recruitment’.
Fill out or approve the master data for the activity
Start creating activities under Processes & activities
The title of the activity is the formal name known to the organization (e.g. Job interview).
The name is the primary way for users to find and lookup the activity so the name should be meaningful to the organization.
It is recommended, that the activity is mapped at the highest possible level so that you have less activities to maintain. However, keep in mind not to map at a level that is so high that the organization will have difficulties recognizing the activity.
Add tags that allow users to find the activity by using filters. Tags for an activity with the name ‘Job interview’ could for example be ‘Recruitment’ or ‘HR’.
Add a user who should be the primary accountable user of the activity. There can only be one accountable user. The accountable user is recognized by a yellow star.
In addition to the accountable user, there can also be multiple responsible users.
Both the accountable user and the responsible users have full edit rights over the activity. Both user types may receive tasks to update the activity through the project management module.
Select the country where the activity primarily takes place. You may select all the countries that apply.
Identify data categories and third parties under the sheet, Data flow
Fill out relevant information related to privacy, under the Sheet, Privacy
Add and fill out risk scenarios under the sheet, Risk Management
See assessments under the sheet, Assessments
Here you can see a list of impact assessment reports where the activity has been included in the assessment scope.