How Do I Complete the Form Fields in the 'Perform Task' Screen?

Here’s what each field means:

● Task: This is what you need to do. For example, "Nominate someone for your organisation's overall privacy management."

● Action: This is the specific action you need to take, such as "Upload Evidence" to show that the task has been completed.

● Date Performed: This is where you’ll see when the task was completed, helping you keep track of your compliance timeline.

● Uploaded Evidence: This field allows you to upload evidence that demonstrates you have performed the task. This might include screenshots of activities or a newly updated version of a policy or procedure.

● Data Classification: You’ll need to select from one of three options (the options below are default, and can be customised in ‘Company Settings’):

    • Customer Confidential: Information provided by or related to customers that must be protected                   from unauthorised access, such as personal data, account details, or contracts.

    • Business Confidential: Internal company information not intended for public release, including                         financial records, strategy documents, internal communications, and employee data.

    •Public: Information approved for public consumption that poses no risk if disclosed, such as                               marketing materials, published reports, or website content.

● Comments: Use this space to explain the evidence you’ve uploaded or, if you can’t upload anything, explain why.

Note: Uploading evidence and providing notes while performing tasks streamlines your annual audit and makes it easier at audit time. Spending a few minutes now to upload evidence can save hours of time during an audit.