Stage Change Reporting

Users can now generate and distribute reports for assessment stage transitions. This report contains detailed records for every assessment's stage change history and can be used to track progress of ongoing assessments and compile Service Level Agreement (SLA) data.

To track stage changes

  1. On the Reporting menu, select Reports. The Reports screen appears.

  2. Click the Create New button. The Create a Report screen appears.


  3. On the Data Source menu, select PIA & DPIA Automation.
  4. Select the Assessment Summary Details tile.


  5. Click the Next button. The Report Details screen appears.


  6. Enter the name of the report in the Report Name field.
    Note:

    You can write a description of the report in the Report Description field. This is not a mandatory field.

  7. Click the Create button.
  8. Select the Column Selector icon . The Select Fields to Display modal appears.


  9. In the Available Fields column, scroll down to Stage History section.
  10. Transfer any of the fields under Stage History over to the Visible Fields column.

    • Old Stage

    • New Stage

    • Stage Change Date

    • Stage Changed By

    • Old Stage Date

    • Cycle Number

      Important:

      Cycle Number: The number of times an assessment has transitioned to a new stage.

      When an assessment transitions to different stages, the process is documented with a Cycle Number.

      Ex: (Not Started to In Progress will receive a number 1). (In Progress to Under Review will receive a number 2). (Under Review back down to In progress would be number 3) etc.

    • Days Spent in Old Stage

  11. Click the Apply button.
  12. Select the newly generated Assessment Status tab to view a history of all stage transitions for all assessments.