The "Tree Structure" feature

The "Tree Structure" feature aims to simply inherit information from your repositories, processing templates, and questionnaires.

• Generalities
• Sharing Rules
• Access Rights of Child Entities
• Activation of inheritance for documents, the "Data Categories" reference, and processing templates
  
  • Activation/deactivation of inheritance for your documents
  • Activation/deactivation of inheritance for data categories
  • Activation/deactivation of inheritance for processing templates

Generalities
A parent entity can share the following items with its child entities:

• The "Software" repositories
• The "Third Parties" repositories
• The "Sites" repositories
• The "Materials" repositories
• The hidden repositories "Data subject categories" and "Security measures"
• The "Questionnaires" with "Published" status
• The "Data Categories" repositories
• The documents listed in your "Document Database" module
• The processing templates

Sharing Rules
Once this hierarchy is established, when a document, a repository, or a repository record is added to the "Parent" entity, item will automatically appear in the "Child" entity.

Access Rights of Child Entities
When a parent entity shares a document, a repository, a processing template, or a questionnaire, its child entities have read-only access to it. Specifically:

Child entities can:

• View documents and repositories;
• Use a processing template to create a new process;
• Distribute a questionnaire via a campaign;
• Attach documents and repository records to various elements (processes, etc.);

Child entities cannot:

• Replace documents, repository records, processing templates, or questionnaires;
• Modify them;
• Delete them;
• Change the category of a document;

When a "Child" entity an item inherited from the "Parent" entity, the following message is displayed (example via a "Software" record):

Activation of Inheritance for Documents, the "Data Categories" Repository, and Processing Templates
Activation/Deactivation of inheritance for your documents.

For each document, you have the option to activate or deactivate inheritance to child entities. To do this, simply go to your "Document Database," then select the relevant document, and click on the option "Share with the subsidiaries."

Note that if the document is already inherited to your 'Child' entities, this option will be replaced by "Stop sharing with the subsidiaries".

Activation/deactivation of data categories inheritance
Like documents, you can activate or deactivate the inheritance of each data category present in your Parent entity.

To do this, you need to go to the "Data Category" repository, then click on the data category you want to inherit. Click on the three little dots and finally on "Enable inheritance".

If you wish to deactivate inheritance, simply perform the same operation. But this time, you will need to click on "Deactivate inheritance".

Activation/deactivation of processing templates inheritance

You have the option to set up your own processing templates. By creating them from your "Parent" entity, you can choose to have them inherited by your child entities.

For this, you have two options:

1. Upon creating the template, the platform offers you the option to make it available to your child entities by clicking on the icon located at the bottom.

2.  If your template is already created, this will have to be done from the processing template management module. Then, by clicking on the relevant processing template. The same icon appears, but this time in the center of your screen.