Using Template Instructional Message in PIA & DPIA Automation

Configuring an instructional message on a template allows users to enter a custom message per template that will be displayed when launching an assessment from the Assessment List or Inventory.

Note:

The PIA & DPIA Automation process differs from the Self-Service Portal process. For more information, see Using Template Instructional Text in Self-Service Portal.

To launch assessment with instructional message in template

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Select the template you want to add the instructional message.
    Note:

    This requires the template to be in a Draft status.

  3. Select the Details tab. The Details screen appears.


  4. Enable the Enable Custom Instructional Message setting.
  5. Enter Custom Message in text box.
    Note:

    The custom instructional message can be edited on a draft or published template.

  6. Click the Save or Save Update button.
  7. Click the Publish button.
  8. On the PIA & DPIA Automation menu, select Assessments > Active. The Assessments screen appears.

  9. On the Assessments screen, click the Launch Assessment button.
  10. Select the template that you added the instructional message. The Enter Assessment Details screen appears.

  11. Complete the fields, for more info, see Enter Assessment Details with Instructional Message Screen Reference.
  12. Click the Launch button.

Enter Assessment Details with Instructional Message Screen Reference



Field
Description
Name

Enter a name for the assessment.

Organization

Select the organizational group which is responsible for the assessment.

Approver

Select the approver(s) for the assessment.

Approvers must be at and above the assessment's organization.

Use the Plus and Minus icon buttons to add and remove approvers.

Respondent

Select the respondent(s) for the assessment or enter the email of a respondent who is not a OneTrust user.

Respondents can be above or below the assessment's organization.

Respondents added by their email address can only access the assessment via the link in the email.

Use the Plus and Minus icon buttons to add and remove respondents.