Manually Linked Assessments

Users can manually create a link to between assessments. Using this feature will create a list of all the related assessments that can be easily navigated. The linked assessments list will still support all copied, reassessed, and rule triggered related assessments.

All assessments (Third-Party Risk Management, IT & Security Risk Management, Outside Organization, Maturity and Planning, and Program Benchmarking Assessments) are compatible with this feature.

Note:

If a user does not have access to an assessment linked by another user, the assessment will be displayed on the linked assessment list, but will not be able to be selected.

For users attempting to link an already related assessment, the assessment will not appear on the linked assessment list.

To manually link assessments

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

  2. Select the Context Menu icon on a single assessment.
  3. On the Context Menu, select Manage Related Assessments. The Manage Related Assessments modal appears.


  4. Select the assessment from the Search by ID or Assessment Name selection field.
  5. Click the Add button.
    Note:

    You can manually add more assessments by repeating steps 4 and 5.

  6. Click the Close button.

To manually bulk link assessments

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

  2. Select the checkbox beside the assessments you want to link.


  3. On the highlighted header, select the Context Menu icon.
  4. Select Add Related Assessments option. The Manually Add Related Assessment modal appears.


  5. Select an assessment from the selection menu that will be linked to the previously selected assessments.
  6. Click the Save button.