To create a new information management data classification type

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The procedure to create a new information management data classification type is as follows:

  1. Navigate to Quick Menu > Information Management > Configuration > Information Management Configuration. The Information Management Configuration window is displayed.
  2. Click on Information Data Tag Types. The Information Data Tag Types tab is activated.
  3. Click on New Data Tag Type. The Information Data Tag Type window is displayed.
  4. Enter a Description for the new information management data classification type into the field provided 1.
  5. Using the Companies drop-down field, multi-select all companies for which this information management data classification type is relevant, or choose the All option, as required 1.
  6. Using the Consent type drop-down field, multi-select all parameter values pertinent to this information management data classification type e.g. Internal Processing, Contractor Services, Support Provision Agencies, etc.
  7. Using the Data purpose drop-down field, multi-select the specified, explicit and legitimate reasons for utilising the data e.g. Tenancy Management, Repairs Management, Professional Training Courses 2.
  8. Choose an Effective from date for this information management data classification type i.e. the date on which it came into effect 3.
  9. Choose an Effective to date if the classification type is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will never expire.
  10. Click on Confirm. The new data classification parameter is displayed in the Information Data Tag Types summary table.
  11. Repeat steps 3 through 10 to add further data classification types within the information management framework.
  12. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the description entered for each new data classification type is unique for the effective period.

2 These custom values can be populated by the end user via the general lookup parameter entitled Information Data Purpose.

3 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Information management data classification maintenance overview

To create a new information management data classification tag