Assessment Automation - January 30, 2026 - 202601.2.0

Fixed

  • Resolved an issue that prevented risk details from displaying with correct formatting when generating a PDF report.

  • Resolved an issue that added the default approver as a respondent on reassessments triggered by automation rules.

  • Resolved an issue that caused some text editor sections in assessment PDF reports to render with incorrect formatting and layout in App-EU environments.

  • Resolved an issue that prevented users from editing links via hovering over, highlighting, or selecting.

  • Resolved a permission issue that prevented users with the Project owner role from assigning assessments to unrecognized respondents. The User can create invited user permission has been re-enabled for the Project owner system role.

Existing Public Preview Features

AI Inventory Record Analysis

|Available with Solution Packaging Only

Pre-populate questions on newly created assessments with AI-generated responses using the new AI Inventory Record Analysis feature.

These responses are based on data from previous, directly related assessments and inventories. This feature streamlines DPIA completion by reducing the time respondents spend on completing assessments and transferring previously entered information from PIAs.

For more information, see Leveraging AI Inventory Record Analysis and AI Document Scanning to Complete Assessments.

Launch Reassessments as Not Started

Configure reassessments to default to the Not Started stage upon launching. This enhancement applies to copied assessments, reassessments launched via automation rules, and reassessments launched via API.

Company Names in Email Notifications

Display your company name in assessment email notification templates using the __TenantName__ email variable when notifying users. This enhancement enables you to provide assessment notifications on behalf of your organization that reflect your tenant's name.

For more information, see Customizing Assessment Email Templates Using Dynamic Variables.

Permissions

Assessments – Invited User Security Enhancements

OneTrust is implementing new permission controls for Invited Users and Project Respondents to align front-end access controls with back-end API behaviors. This update ensures that low-privilege users cannot access metadata or assessment content outside their assigned scope. A new permission will be available for customers who need to restore the broader access level previously granted to their Invited Users.

No action is required unless you want Invited Users to retain their previous access. If you want Invited Users to retain their previous access, you can assign the newly introduced Advanced assessment metadata permission manually to a custom copy of the Invited User role after the change goes live in OneTrust 202601.2.0. Those users with the Invited User role will then need to be reassigned to the custom invited user role with the new permission.

For more information, see Assessments – Invited User Security Enhancements, Invited Users FAQ, and Project Respondents FAQ. For a complete list of products with permission updates in this release, see Permissions Release Notes Catalog.

Things to Know

Download all attachments from an assessment by clicking theDownload allbutton on theAttachmentspane. This enhancement streamlines attachment downloading and prevents you from downloading multiple attachments individually.

For more information see Adding, Viewing, and Downloading Assessment Attachments.

Remove workflow approvers when an assessment is copied or reassessed by enabling theRemove workflow approvers when reassessing or duplicatingsetting on theTemplate detailsscreen. This enhancement allows you to configure workflow approvers when reassessing or copying assessments.

For more information see Configuring Assessment Template Settings.

About Known Defects

 

Issues that may impact our customers are documented in our Known Defects Database located here with approved workarounds and targeted releases for resolving the issue.