Adding, Editing, and Deleting Data Subject Types

In Data Mapping Automation, you can create and configure the types of data subjects available to add to your organization's inventory records. Data subject types refer to the categories of individuals whose information is being processed or collected by your organization. Examples of data subject types include Customers, Employees, and Applicants.

Note:

To view, add, edit, and delete data subject types, you need specific permissions. These permissions are available by default to the Site Admin, Privacy Officer, and Data Mapping Automation Manager roles. For information about the specific capabilities of OneTrust's default roles, see Adding, Editing, and Customizing Roles.

To add a data subject type

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    TheInventory Managerscreen appears.

  2. Click the View button on the Personal Data Configurationtile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab.
  4. Click the Add New button.

    The Create New Data Subject Type modal appears.


    Create New Data Subject Type modal
  5. Enter the name of the data subject type.
  6. Enter a brief description of the data subject type.
  7. Click the Create button.
    Note:

    To immediately assign data elements to the data subject type, click the Create and Assign button.

To assign data elements to a data subject type

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    The Inventory Manager screen appears.

  2. Click the View button on the Personal Data Configuration tile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab of the Personal Data Configuration screen.
  4. Hover over the data subject type you want to assign until the Context menu icon Context Menu icon appears.
  5. Click the Context menu icon.

    The Context menu icon appears.

  6. On the Context, menu, select Manage Data Elements.

    The Manage Data Elements modal appears.


    Manage Data Elements modal
  7. Select the Data Category that contains the data element(s) you want to assign.
  8. Select the check boxes for the data element(s) you want to assign to the data subject type.
  9. Click the Save button.

To edit a data subject type

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    The Inventory Manager screen appears.

  2. Click the View button on the Personal Data Configuration tile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab of the Personal Data Configuration screen.
  4. Hover over the data subject type you want to edit until the Context menu icon appears.
  5. Click the Context menu icon.

    The Context menu appears.

  6. On the Context Menu, select Edit.

    The Edit Data Subject Type modal appears.

  7. Update the description, if necessary.

    Edit Data Subject Type modal with description field highlighted.
  8. Click the Save button.

To localize data subject type names

You can localize or translate the names of your data subject types into any of OneTrust's supported languages. These translated values will appear in assessments, reports, and inventories.

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    The Inventory Manager screen appears.

  2. Click the View button on the Personal Data Configuration tile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab of the Personal Data Configuration screen.
  4. Hover over the data subject type you want to translate until the Context menu icon appears.
  5. Click the Context menu icon.

    The Context menu appears.

  6. On the Context menu, select Translate Name.

    The Update Term modal appears.

  7. Enter the localized value of the data subject type name for each language you want to add.
    Note:

    OneTrust provides default translated values for the default data subject types in the application. You can customize these to meet your organization's needs.

  8. Click the Save button.

To localize data subject type descriptions

You can localize or translate the descriptions of your data subject types into any of OneTrust's supported languages. These translated values will appear in assessments, reports, and inventories.

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    The Inventory Manager screen appears.

  2. Click the View button on the Personal Data Configuration tile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab of the Personal Data Configuration screen.
  4. Hover over the data subject type you want to translate until the Context menu icon appears.
  5. Click the Context enu icon.

    The Context menu appears.

  6. On the Context Menu, select Translate Description.

    The Update Term modal appears.

  7. Enter the localized value of the data subject type description for each language you want to add.
    Note:

    OneTrust provides default translated values for the default data subject types in the application. You can customize these to meet your organization's needs.

  8. Click the Save button.

To delete a data subject type

  1. On the Data Mapping Automation menu, select Inventory Manager from the Setup section.

    The Inventory Manager screen appears.

  2. Click the View button on the Personal Data Configuration tile.

    The Personal Data Configuration screen appears.

  3. Go to the Data Subject Types tab of the Personal Data Configuration screen.
  4. Hover over the data subject type you want to delete until the Context menu icon appears.
  5. Click the Context menu icon.

    The Context menu appears.

  6. On the Context menu, select Delete. A confirmation modal appears.
  7. Click the Delete button.
    Note:

    If the data subject type is linked to an inventory record, then you will need to first unlink it before you are able to delete it. For more information, see Linking Personal Data to Inventory Records.


    Confirmation modal prompting to delete the selected data subject type