Bulk Editing Assessment Details

Users can bulk edit the details from multiple assessments.

Note:

Users will receive notification alerts in the Alert Center when bulk edits to assessment details have been made.

To bulk edit assessment details

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

  2. Select multiple assessment checkboxes.
  3. On the header, select the Edit icon. The Bulk Edit Details screen appears
  4. Complete the fields. For more information, see Bulk Edit Details Screen Reference
  5. Click the Save button.

Bulk Edit Details Screen Reference



Field
Description
Name

Enter the name of the assessment.

Description

Enter a description of 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.

Approver(s)

Select the users who will approve the assessment.

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

Respondent(s)

Select the users who will respond to the assessment.

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