Copying Assessments

You can duplicate existing assessments to an In Progress state. You can select which data from initial assessment to copy.

To copy an assessment

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

  2. Click the Context menu icon on the row of the assessment you want to copy. The Context menu appears.

  3. Select Copy. The Copy assessment screen appears.

  4. Complete the fields. For more information, see Copy Assessment Screen Reference. 
  5. Click the Send button.

Copy Assessment Screen Reference



Field
Description
Assessment name

Enter the name of the copied assessment.

Organization

Select the organization which will manage the copied assessment.

Deadline

Select the deadline by which the assessment should be completed.

Email reminder (days)

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

Select respondents

Select the users who will respond to the copied assessment.

Select workflow approvers

Select the users who will approve the copied assessment.

Note:

If you have the Remove workflow approvers when reassessing or duplicating setting enabled on the Template details screen, this section will be blank upon copying an assessment.

Copy assessment configuration

Select which data to copy from the initial assessment.

Responses: copies the responses that have been given to the initial assessment

Comments: copies any comments currently associated with the initial assessment.

Attachments: copies the attachments that have been added to questions in the initial assessment.

Notes: copies the notes currently associated with the initial assessment.

Note:

If you are updating the primary record, attribute questions will not be copied over as these responses are specific to the original primary record.

Use latest template version

Enable this setting to utilize the latest published version of the template that was used to create the initial assessment.

Note:

If you are copying responses and a response has become invalid under the latest template version (for example a question no longer allows Other as a response), the invalid response will not be copied.

Because attributes are specific to the record, if the Primary Record is changed, attribute responses will change or appear blank.

Require confirmation of changes

Enable this setting to require the respondent to the confirm responses that have changed when submitting the copied assessment.

Use latest inventory values

Enable this setting to update attribute questions in the assessment to reflect the current values from the inventory record.

Link risks from original assessment

Enable this setting to link any risk from the original assessment to the newly-created assessment.

Archive original assessment

Enable this setting to move the original assessment to the Archive list.

Description

Enter a description of the assessment.

Comments to respondent

Enter comments to the respondent(s). These comments will appear in the notification email sent to the respondent(s).