Launching a Reassessment

You can launch a reassessment of an existing assessment. The reassessment will use the latest template version and can be pre-populated with the responses from the original assessment.

Note:

Reassessment uses the most recent published template version. If you want to use the same template version as the origin assessment, you can copy the assessment. For more information, see Copying Assessments.

To launch a reassessment

  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 reassess. The Context menu appears.

  3. On the Context menu, select Reassess. The Reassess screen appears.

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

Reassess Screen Reference



Field
Description
Assessment name

Enter the name of the assessment.

Organization

Select the organizational group which is responsible for the assessment.

Deadline

Select a due date for the assessment.

Email reminder (days)

Enter the number of days before the deadline which the respondent(s) should be reminded to complete the assessment.

Note:

The reminder email will include a ics attachment so the respondent(s) can add the deadline to a calendar.

Select respondents

Select the respondent(s) for the assessment or enter the email of a respondent who is not a OneTrust user.

Use the buttons to assign all respondents to all sections or assign respondents to specific sections.

Select workflow approvers

Select the approver(s) for the 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 launching a reassessment.

Copy assessment configuration

Select which data to copy from the initial assessment.

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

Note:

If responses are not selected to be copied, this will include the primary record question. Respondents will have to manually select the correct primary record again when completing the assessment.

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

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

Notes: copies notes currently associated with the initial assessment.

Description

Enter a brief description of the assessment.

Comments to respondent

Enter comments which should be provided for the respondent.