4. After entering the address details, proceed to the Association tab and provide the details of the person responsible for that customer, along with their business area or department.
After successfully subscribing to a ROPA plan, through your Privacy Pillar Portal account navigate to the ROPA module. As the first process, begin by entering the details of all relevant parties involved in personal data processing activities, including those from whom personal data is received and those with whom personal data is shared. This includes vendors, customers, companies (internal departments of the same organization) and others (any other third parties) associated with the processing, and you can edit the details of existing vendors, customers, companies, and others. Kindly follow the process below to create the relevant processing parties:
1. To add vendors, customers, companies (internal departments within the same organization), or other parties, click on the relevant tab and select Add New in the ROPA tool, as shown below:
2. After selecting Add Customer, a new window will open for entering the required details. In the first screen, provide the customer’s information, including the name, entity type, description of the customer’s role in the relevant processing activity, and the customer entity’s website.
3. After completing the required details in the Description tab, proceed to the Address tab and enter all address information as shown in the image below:
4. After entering the address details, proceed to the Association tab and provide the details of the person responsible for that customer, along with their business area or department.
5. In the final Audit tab, provide the audit details, including whether an audit is required, written confirmation (management confirmation), audit statement, self-assessment or other audit types. Also, specify the audit frequency (Quarterly, Bi-Annually, Annually, Every 2 Years, or Every 3 Years).
6. After clicking Save, the newly created customer will appear on the main page of the Customer tab.
The same process can be followed to create new vendors, companies (internal departments within the same organization), and other parties.