Configuring and Filtering the Assessments Screen

You can create and configure views of the Assessments screen to display different fields and to filter based on specified criteria

To configure the Assessments screen

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

  2. Click the Columns Editor icon button . The Field Configuration modal appears.

  3. Configure the fields as necessary. For more information, view the Field Configuration Screen Reference.
  4. Click the Apply button.

Field Configuration Modal Reference



Buttons

Description


Moves the selected field from Available Fields to Visible Fields.


Moves the selected field from Visible Fields to Available Fields.


Moves the selected field to the first position.


Moves the selected field forward by one position.


Moves the selected field backward by one position.


Moves the selected field to the last position.

To filter the Assessments screen

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

  2. Click the Filter icon button . The Filter pane appears.

  3. Click the Add Filter button. The Add Filter popover appears.

  4. Configure the filter as necessary. For a list of available filters, see Available Filter Criteria.


  5. Click the Save button.
  6. Click the Apply button.

Available Filter Criteria

The Assessments screen can be filtered by the following criteria:

  • Approver

  • Creator

  • Date Created

  • Date Submitted

  • Deadline

  • Open Info Request

  • Open Issue Count

  • Open Risk Count

  • Organization

  • Pending Reviews

  • Primary Record Id

  • Primary Record Name

  • Respondent

  • Result

  • Risk Level

  • Stage

  • Tags

  • Template

  • Template Version

To configure an Assessments list view

  1. On the Assessments screen, click the View Selector. The View Selection modal appears.

  2. Select the view you want to configure.
  3. Configure the Assessments screen and apply filters to suit your specific needs. For more information, see To configure the Assessments screen or To filter the Assessments screen.
  4. Click the View Selector. The View Selection modal appears.

  5. Click the Save button.

To save an Assessments list view

You can create and save views of the Assessments screen to easily access different configurations of columns and filters.

  1. On the Assessments screen, click the View Selector. The View Selection modal appears.


  2. On the View Selection modal, click the Save As button. The Create View modal appears.


  3. Enter a name for your view.
  4. Click the Create View button.

To manage Assessments screen views

  1. On the Assessments screen, click the View Selector. The View Selection Menu appears.

  2. On the View Selection menu, click the Manage Views button. The Manage Views modal appears.

  3. Make changes, as necessary. For more information, see Manage Views Screen Reference.
  4. Click the Save button.

Manage Views Screen Reference



Field
Description
My Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Delete View

Click the Delete View button to delete this view.