{"id":4983,"date":"2026-08-19T11:05:28","date_gmt":"2026-08-19T09:05:28","guid":{"rendered":"https:\/\/tuto.provacy.com\/?page_id=4983"},"modified":"2026-08-21T09:31:08","modified_gmt":"2026-08-21T07:31:08","slug":"adm_cat","status":"publish","type":"page","link":"https:\/\/tuto.provacy.com\/en\/adm\/adm_cat\/","title":{"rendered":"1. Data categories"},"content":{"rendered":"
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Data Category Management<\/h2>\n\n\n\n

Print or Excel Export<\/h4>\n\n\n\n

You can print the list of data categories from the Compliance > Utilities > Data Categories<\/em> menu, or export it to Word or Excel format.<\/p>\n\n\n\n

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Data Organization<\/h4>\n\n\n\n

Data is organized into three levels: data classes, data categories, and subcategories (or details).<\/p>\n\n\n\n

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When you open the Data Category Editor from the Administration<\/em> menu, the data tree appears on the left side of the screen.<\/p>\n\n\n\n

Select, for example, First Name<\/em>. The three levels are displayed in the center of the screen:<\/p>\n\n\n\n

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  • the data class<\/strong>: Identity<\/em>;<\/li>\n\n\n\n
  • the data category<\/strong>: Basic Identity<\/em>;<\/li>\n\n\n\n
  • the subcategory<\/strong>: First Name<\/em>.<\/li>\n<\/ul>\n\n\n\n
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    \"\"<\/figure>\n<\/div>\n\n\n\n

    Edit a Data Class, Category, or Subcategory<\/h4>\n\n\n\n

    Select the item you want to edit in the data tree, update its label in the right-hand section of the screen, and save your changes. You can also modify the data category's sensitivity using the slider.<\/p>\n\n\n\n

    \u26a0\ufe0f Important:<\/strong> if you modify a data category or subcategory already used in Processing Activity records, the change will only be reflected in the records after they have been opened in Edit<\/em> mode. As a result, records already published in registers will not reflect the change until a new version is created.<\/p>\n\n\n\n

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    \ud83c\udf10 Multilingual instances:<\/strong> if you modify a label, remember to provide its translation in the other available languages.<\/p>\n<\/blockquote>\n\n\n\n

    Create a Data Class, Category, or Subcategory<\/h4>\n\n\n\n
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    • To create a data class<\/strong>, click the +<\/strong> next to Available Data.<\/em><\/li>\n\n\n\n
    • To create a data category<\/strong>, click the +<\/strong> next to the relevant data class.<\/li>\n\n\n\n
    • To create a subcategory<\/strong>, click the +<\/strong> next to the relevant data category.<\/li>\n<\/ul>\n\n\n\n

      You can associate an icon with each data class. Contact Support to obtain the catalog of available icons.<\/p>\n\n\n\n

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      \"\"<\/figure>\n<\/div>\n\n\n\n

      The sensitivity level of a category is defined using the slider:<\/p>\n\n\n\n

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      \"\"<\/figure>\n<\/div>\n\n\n\n

      Remember to save your changes after each creation or modification.<\/p>\n\n\n\n

      \u26a0\ufe0f Important:<\/strong> a data category must contain at least one subcategory to be displayed and used in forms.<\/p>\n\n\n\n

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      For multilingual instances, expand the translation fields to enter the labels in the other available languages.<\/p>\n<\/blockquote>\n\n\n\n

      Organize or Disable Categories<\/h4>\n\n\n\n
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