Enabling Primary Records

You can designate a inventory or engagement record to become the main purpose of an assessment, which allows it to be linked to other pre-populated related inventory, data element data, and engagements.

To enable the primary record

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

  2. Click the Create Custom Template button. The Create Template modal appears.
    Note:

    You can also enable the Primary Record from the Choose from gallery templates and templates that have already been created but remain unpublished.

  3. Complete the fields. For more info, see Creating a New Template.
  4. Click the Add section button. The Section name modal appears.

  5. Enter a name for the section.
  6. Click the Add section button. The new section appears.
    Note:

    If you want to make another section immediately without closing the modal, Click the Save and add new button.

  7. Hover over the section just created and click the Add question button or drag a Inventory question type to the preferred section. The Question builder appears.
    Note:

    Primary record can only be enabled on Inventory questions and engagements.

    Tip:

    For additional details and scenarios for using primary records, see the following:





  8. Complete the fields, for more information see Adding, Editing, Reordering, and Deleting Questions.
  9. Click the Save button.