---
title: "How to Add a New Business Process"
url: "https://dm0bkdes5q7a2ls.productfruits.help/en/article/how-to-add-a-new-business-process"
language: "en"
last_updated: "2026-08-28T13:44:47.565Z"
---

# How to Add a New Business Process

Use the instructions in this article to add and define a new business process.

To add a new Business Process use the following steps:

1.  In the top right corner of the screen, click the **\+ New Business Process** button.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessNew_230x226.png)
2.  **Note**: Items marked with a red asterisk (**\***) are required.

## Process Definition

The "Process Definition" tab is divided into the following two sections:

-   **General**
-   **Compliance Processing Information**  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess3.1.png)
-   In a tab section, click a right arrow to expand a section or a left arrow to collapse a section.

### How to Add a General Process Definition

To add a General Process Definition, complete the following fields:

1.  **Name**: Process name (maximum 50 characters)
2.  **Description**: Process description (maximum 50 characters)  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess4.1.png)
3.  **Business Process Owner**: Do one of the following:
4.  1.  **Add an existing owner**:
    2.  1.  Click the down arrow (![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DownArrowCarot.png)) to view the drop-down list.  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess52.png)
    3.  Click an option from the drop-down list.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess58.png)
    4.  **Add a new Business Process Owner**:
    5.  -   Click **Add**.  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess59.png)
        -   -   **Name**: Type the process name. (maximum 50 characters)
            -   **Title**: Type the process title. (maximum 50 characters)
            -   **Phone**: Type the phone number.
            -   **Email**: Type the email address.
5.  Click the **Save & Add** button to create or the **Cancel** button to discard.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess53.png)
6.  **Processing Department**: Do one of the following:
7.  1.  **Add an existing Processing Department**:
    2.  Click the down arrow to view the drop-down list.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess54_621x105.png)
    3.  Click an option from the drop-down list.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess56_659x299.png)
8.  **Create a new Processing Department**:
9.  1.  Click **Create New Processing Department**.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess57.png)
    2.  In the Name box, type the new processing department name.
10.  Click **Save & Add** to create or **Cancel** to discard.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess55.png)
11.  **Effective Date**: Click the Effective Date box to activate it.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessEffectDate.png)
12.  **Change the Day of the Current Month**: Click a different day of the current month.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate5.png)
13.  **Change the Month**:
14.  1.  Click the **Effective Date** box.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessEffectDate.png)
     2.  Click a different month.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate8.png)
     3.  Click the **Effective Date** box again to choose the day.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate9.png)
15.  The date is displayed in the Effective Date box.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate10.png)
16.  **Change Year**:
17.  1.  Click the Effective Date box.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessEffectDate.png)
     2.  Click the year link.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate11.png)
     3.  Click a year from the list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate4.png)
18.  **Reset**: To reset the date, click the **x**.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate6.png)
19.  **End Date**: Click the End Date box to activate it.
20.  1.  **Change the Day of the Current Month**: Click a different day of the current month.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate5.png)
21.  **Change the Month**:
22.  1.  Click the **End Date** box.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessEndDate.png)
     2.  Click a different month.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate8.png)
23.  Click the **End Date** box again to choose the day.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate9.png)
24.  **Change Year**:
25.  1.  Click the **End Date** box.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessEndDate.png)
     2.  Click the year link.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate11.png)
     3.  Click a year from the list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate4.png)
26.  **Reset**: To reset the date, click the **x**.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcessDate6.png)

### Compliance Processing Information

Define compliance processing by completing the following fields:

1.  **Does this process use personal information**: Select one:
2.  -   Yes
    -   No
3.  **Purpose for Processing**: Process purpose. (maximum 250 characters)
4.  **Report in Subject Request**: Select one:
5.  -   Yes
    -   No  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess6.png)
6.  **Legal Basis for Processing**: Select an option from the drop-down list.
7.  **Categories of personal Information**:
8.  Click the **\+ Categories** button.
9.  Select an option from the drop-down list.
10.  1.  Click **Add Selected**.
     2.  Click the **Next** button to proceed or **Exit Without Saving** button to discard.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/BusProcess60.png)

## Data Control

The DATA CONTROL tab has the following four sections:

-   Locations
-   Regulation
-   Responsible Parties
-   Controllers & Processors  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl25.png)

Click a down arrow to expand a section or an up arrow to collapse a section:

### How to Add a Location

Use the following steps to add a Location:

1.  Click the blue **\+ Location** button.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl1.png)
2.  Do one of the following:
3.  1.  Use an existing location:
    2.  Select a location from the drop-down list.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl4.png)
    3.  Click the **Add Selected** button.
    4.  The location is added to the "Locations" section.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl5.1.png)
4.  To create a new location use the following steps:
5.  1.  Click **Create New Location**.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl2.png)
    2.  In the "New Location" pop-up window, fill in the following fields:
    3.  1.  Name (50 characters maximum)
        2.  Select an option from the Country drop-down list
        3.  Address Line 1
        4.  Address Line 2 (if applicable)
        5.  City
        6.  State/Province
        7.  Zip/Postal Code  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl3.png)
    4.  Click the **Save & Add** button to add the new location or the **Cancel** button to discard.
6.  Select the new location from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl4.png)
7.  Click the **Add Selected** button.
8.  The new location is added to the "Locations" section.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl5.1.png)

### How to Add a Regulation

Use the following steps to add a Regulation:

1.  Click the **\+ Regulation** button.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl5.2.png)
2.  To use an existing regulation, select a regulation from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl8.png)
3.  1.  Click the **Add Selected** button.
    2.  The regulation is added to the "Regulations" section.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl9.1.png)
4.  To add a new regulation click the **\+ CREATE NEW REGULATION** link.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl6.png)
5.  1.  In the "New Regulation" pop-up window, complete the following fields:
    2.  -   Name (50 characters maximum)
        -   Description  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl7.png)
6.  Click the **Save & Add** button to add the new location or **Cancel to** discard.
7.  Select the new regulation from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl8.png)
8.  Click the **Add Selected** button.
9.  The new regulation is added to the "Regulations' section.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl9.2.png)

### How to Add a Responsible Party

Use the following steps to add a Responsible Party:

1.  Click the **\+ Responsible Party** button.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl9.3.png)
2.  To use an existing responsible party select an option from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl12.png)
3.  1.  Click the **Add Selected** button.
    2.  The responsible party is added to the **Responsible Parties** section.
4.  To add a new responsible party:
5.  1.  Click the **\+ Responsible Party** button.
    2.  Click the CREATE NEW RESPONSIBLE PARTY link.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl10.png)
    3.  In the "New Responsible Party" pop-up window, fill in the following:
    4.  -   Name (50 characters maximum)
        -   Title
        -   Department
        -   Email
        -   Telephone Number
        -   Country: Select an option from the drop-down list
        -   Address Line 1
        -   Address Line 2 (if applicable)
        -   City
        -   State/Province
        -   Zip/Postal Code  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl11.png)
6.  Click the **Save & Add** button to add the new responsible party or **Cancel** button to discard.
7.  Select the new responsible party from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl12.png)
8.  The new responsible party is added to the "Responsible Parties" section.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl12.1.png)

### How to Add Controllers & Processors

You can add controllers and processors in this section.

Use the following steps to add a new or existing Controller:

1.  To add an existing controller:
2.  1.  Click the **\+ Controller** button.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl13.1.png)
    2.  Click an option from the drop-down list.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl16.1.png)
    3.  Click the **Add Selected** button.
    4.  The controller is added to the Controllers section.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl17.1.png)
3.  Add a new controller:
4.  1.  Click the **\+ Controller** button.
    2.  Click the **\+ CREATE NEW CONTROLLER** link.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl14.1.png)
5.  In the "New Controller" pop-up window, complete the following fields:
6.  -   Company Name (50 characters maximum)
    -   Contact Name (50 characters maximum)
    -   Description (250 characters maximum)
    -   Email
    -   Telephone Number
    -   Country: Select an option from the drop-down list
    -   Address Line 1
    -   Address Line 2 (if applicable)
    -   City
    -   State/Province
    -   Zip/Postal Code  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl15.png)
7.  Click the **Save & Add** button to add the new controller or **Cancel** button to discard.
8.  Select the new controller from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl16.1.png)
9.  Click the **Add Selected** button.
10.  The new controller is added to the "Controllers" section.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl17.1.png)
11.  To add a new processor, do one of the following:
12.  1.  To add an existing processor:
     2.  1.  Click **\+ Processor**.  
               
             ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl18.1.png)
         2.  Select an option from the drop-down list.  
               
             ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl19.1.png)
         3.  Click the **Add Selected** button.
     3.  The new processor is added to the Processors section.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl24.1.png)
13.  To add a new processor:
14.  1.  Click **\+ Processor**.
     2.  Click **CREATE NEW PROCESSOR**.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl21.png)
     3.  In the "New Processor" pop-up window, fill in the following:
     4.  -   Company Name (50 characters maximum)
         -   Contact Name (50 characters maximum)
         -   Description (250 characters maximum)
         -   Email
         -   Telephone Number
         -   Country: Click an option from the drop-down list
         -   Address Line 1
         -   Address Line 2 (if applicable)
         -   City
         -   State/Province
         -   Zip/Postal Code  
               
             ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl22.png)
     5.  Click the **Save & Add** button to add the new processor or **Cancel** button to discard.
     6.  Select the new processor from the drop-down list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl23.png)
     7.  Click the **Add Selected** button.
     8.  The new processor is added to the "Processor" section.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataControl24.1.png)
15.  Click **Next** to proceed, **Previous** to return to the previous screen, or **Exit Without Saving** to discard.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow12.png)

## Data Flow

The Data Flow tab has two sections:

-   **Data Sources**
-   **Data Destinations**  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow1.png)

1.  In a tab section, click a down arrow to expand a section or a up arrow to collapse a section:

### How to Add a Data Source

Do one of the following:

1.  Use an existing data source.
2.  Click **Data Source**.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow2.png)
3.  Select an option from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow5.png)
4.  Click **Add Selected**.
5.  The data source is added to the **Data Sources** section.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow6.png)
6.  Create a new data source:
7.  1.  Click **Data Source**.
    2.  Click **Create New Data Source**.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow3.png)
8.  In the **New Data Source**, fill in the following:
9.  -   Select Data Source Type: Choose one
    -   Vendor Name (50 characters maximum)
    -   Contact Name (50 characters maximum)
    -   Description (250 characters maximum)
    -   Sale of Information: Choose one
    -   Email
    -   Telephone Number
    -   Country
    -   Address Line 1
    -   Address Line 2 (if applicable)
    -   City
    -   State/Province
    -   Zip/Postal Code  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow4.png)
10.  1.  Click **Save & Add** to save changes or **Cancel** to discard.
     2.  Select the new data source from the drop-down list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow5.png)
11.  Click **Add Selected**.
12.  The new data source is added to the **Data Sources** section.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow6.png)

### How to Add Data Destinations

To add a data destination, do one of the following:

-   Add an existing data destination
-   Create and add a new data destination

1.  Add an existing destination:
2.  1.  Click **Data Destination**.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow7.png)
3.  Click an option from the drop-down list.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow11.png)
4.  Click **Add Selected**.
5.  The data destination is added to the Data Destinations section.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow10.png)
6.  Create a new data flow:
7.  1.  Click **Data Destination**.
    2.  Click **\+ CREATE NEW DATA DESTINATION**.  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow8.png)
8.  In the **New Data Destination** pop-up window, fill in the following:
9.  -   Select Data Destination Type: Choose one
    -   Vendor Name (50 characters maximum)
    -   Contact Name (50 characters maximum)
    -   Description (250 characters maximum)
    -   Sale of Information: Choose one
    -   Email
    -   Telephone Number
    -   Country: Select an option from the drop-down list.
    -   Address Line 1
    -   Address Line 2 (if applicable)
    -   City
    -   State/Province
    -   Zip/Postal Code  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow9.png)
10.  Click **Save & Add** to add new destination or **Cancel** to discard.
11.  Select the new destination from the drop-down list.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow11.png)
12.  Click **Add Selected**.
13.  The new destination is added to the section **Data Destinations**.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataFlow10.png)

## Summary

The Summary tab is divided into three sections:

-   **Process Definition**
-   **Data Control**
-   **Data Flow**  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataSummary1.png)

1.  In a tab section, click a right arrow (![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/RightArrowCarot.png)) to expand a section or a left arrow (![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/LeftArrowCarot.png)) to collapse a section.
2.  Review each section content for accuracy.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataSummary7.png)
3.  To make changes:
4.  Click a tab to return to a section. For example: Process Definition tab, Processing Department.
5.  Make needed changes.
6.  Click the Summary tab to return to review changes.
7.  **Note**: Missing required items are marked **\*Required**. You cannot save the new process until they are corrected.
8.  Click **Finish & Save** to save the new process, **Previous** to return to the previous screen, or **Exit Without Saving** to discard the whole record.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/2.3%20Images/DataSummary6.png)