Assigning Sections

You can assign sections of an assessment to specific respondents when launching a new assessment. Section assignments can also be enabled and configured when launching an inventory assessment from Data Mapping Automation, Third-Party Risk Management, or IT & Security Risk Management.

To assign a section to respondent

  1. On the PIA & DPIA Automation menu, select Assessments. The Assessments screen appears.

  2. Click the Launch Assessment button.
  3. Select a Template for the assessment. The Enter Assessment Details screen appears.

  4. Complete the fields. For more information, see Enter Assessment Details Screen Reference
  5. Select the Assign Sections While Launching this Assessment block.
  6. Click the Next button. The Assign Sections screen appears.


  7. Click the Launch button.

Enter Assessment Details Screen Reference



Field
Description
Name

Enter the name of the assessment.

Description

Enter a description of the assessment.

Comment

Enter a comment to accompany the assessment.

Deadline

Select the day by which the assessment must be completed.

Reminder

Enter the number of days before the deadline when a reminder should be sent to the respondent(s) of the assessment.

Tags

Enter or select tags to associate with the assessment.

Tags can be used to categorize or label assessments. You can search on the assessments screen by tag.

Organization

Select the organization responsible for the assessment.

Approver(s)

Select the users who will approve the assessment.

Use the plus and minus icon buttons to add and remover approvers.

Respondent(s)

Select the users who will respond to the assessment.

Use the plus and minus icon buttons to add and remove respondents.

To enable section assignments on launched assessments

  1. On the PIA & DPIA Automation menu, select Assessments. The Assessments screen appears.

  2. Click on the name of an assessment.
  3. Select the Context Menu button.
  4. Select Edit Details. The Basic Information pane appears.

  5. Under Respondent(s), add respondents for which you are assigning sections.
  6. Enable the Enable Section Assignment setting.


  7. Click Edit Section Assignment. The Assign Sections screen appears.

  8. Configure the sections assignments.
  9. Click the Done button when all sections have been assigned. The Basic Information pane appears.

  10. Click the Save button.