Customize Assessment Results

Users have the ability to customize the results that will be available to approvers while completing assessments. This article will explain how to utilize this feature to create custom options that will appear in the result selection menu when approvers are completing an assessment.

To use custom assessment results

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

  2. Click the Add Option button. The Add Option modal appears.

  3. Complete the fields, for more info, see Add Option Screen Reference.
  4. Click the Save button.
    Note:

    Click the Save & Add Another button to save the option made and to bring up another modal immediately following to make another result option.

Add Option Screen Reference



Field
Description
Name

Enter a name for the result option.

Option Hint

Option hints will be displayed when the approver hovers over that option while completing an assessment.

Update Records and Trigger Rules

Checking this option will make the result behave like Approved.

If selected, this option will update inventories and incidents, add risks and attachments to inventories, and launch applicable follow-up assessments.

If unchecked, the result will function like Rejected.

To edit assessment result options

Note:

All fields can be edited for custom results. As for the system source Approved and Rejected options, only the Option Hint field can be edited.

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

  2. Select the Context menu on the option you wish to edit.
  3. Select Edit Option. The Edit Option Pane appears.


  4. Select the Edit Icon next to the field you wish to edit.
  5. Click the Save button.

To deactivate/reactivate assessment result options

Only active results can be used to complete assessments. Deactivating an option will make it unavailable for selection while completing assessments.

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

  2. Select the Context menu on the option you wish to deactivate.
  3. Select Deactivate Option. The Deactivate Option modal appears.


  4. Click the Save button to confirm.
    Note:

    To reactivate the assessment result, select the Context menu on the result option you wish to reactivate and select Reactivate Option.



    Click the Save to confirm.

To translate name & hint of custom results

Leverage the ability to translate the names and hints of your custom results into multiple languages.

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

  2. Select the Context menu of the option you wish to translate.
  3. Select Translate Name. The Update Term modal appears.


  4. Complete the fields.
  5. Click the Save button.
  6. Select the Context menu of the option which contains the hint you wish to translate.
  7. Select Translate Hint. The Update Term modal appears.


  8. Complete the fields.
  9. Click the Save button.