Viewing Assessment Notes on PDF Reports

The Assessment Notes section type allows you to include notes that were added in the assessment within the report, along with the user who added the note, visibility, and date and time when it was added. This section type can be added in Assessment Type PDF reports created using the following data sources: PIA & DPIA Automation, Third-Party Risk Management, Third-Party Risk Exchange.

For example, you could use this section to capture any notes that respondents may have added in the assessment to provide additional details or context related to their responses or justifications.

To add an Assessment Notes section

  1. On the Reports menu, select Reports.

    The Reports screen appears.

  2. Create or launch a custom Assessment type PDF report.
  3. Click the View Builder tab.
  4. Click the Add Section button.
    The Add Section modal appears.

    Field
    Description
    Section Name

    Enter a name for the section.

    Section Type

    Select Assessment Notes.

  5. Complete the fields, as necessary.
  6. Click the Save button. No additional configuration is needed once the section is added.