Editing Assessment Details

After you launch an assessment, you may need to update the details of the assessment. 

To edit the details of an assessment

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

  2. Hover over the row for the assessment you want to edit until the Context Menu icon button appears.
  3. On the Context menu, select Edit Details. The Edit Details modal appears.

  4. Complete the fields. For more information, see Edit Details Screen Reference.
  5. Click the Save button.
Note:

You can also edit the details of an assessment by clicking the Information button in the header of the assessment details page.

Edit Details Screen Reference



Field
Description
Name

Enter the name of the assessment.

Organization

Select the organization responsible for the assessment.

Template

Specific assessment template is displayed.

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.

Approver(s) Comments

Enter the approver comment that will be attached to the assessment.

Respondent(s)

Select the users who will respond to the assessment.

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

Respondent(s) Comments

Enter the respondent comment that will be attached to the assessment.