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Create a New Data Record Type.

Learn how to add a new data record type, essential for organising and managing different categories of data within the platform. This guide covers defining the type, description, retention, legal basis, and status.

  1. Click "Data".
  2. Click "Add Data Record Type".
  3. Enter the "Type" field.
  4. Enter the "Description" field.
  5. Enter the "Retention Period" field.
  6. Enter the "Legal Basis" field.
  7. Enter the "Status" from the drop-down menu.
  8. Select the "Linked Assets & Suppliers".
  9. Click "Create".
  10. Click "Home" to return to the Dashboard.