Hiding Users on Assessment Questions

You can hide your list of user options on an assessment question which asks for a reference to a person. This can help restrict access to the list of users to third-party respondents.

Note:

To use this feature, you must add an attribute type that stores user reference data.

To hide users on assessments

  1. On the Third-Party Risk Management menu, select Setup > Templates.
    The Vendor Templates screen appears.
  2. Open a template in the Template Builder.
  3. Click the Arrow icon on a section to expand the section.
  4. Click the Create a Question button and choose an Attribute question type or drag an Attribute Question Type icon into the questionnaire.
    Note:

    An attribute question type can only be added once you add an inventory question type.

    The Question Builder appears.

  5. Complete the fields as necessary, for more information, see Adding, Editing, and Deleting Questions.
  6. Select the Hide Users List configuration.
  7. Click the Save button.
    The question is added.
  8. Publish and launch the assessment.

Frequently Asked Questions

How does the Hide Users List configuration work?

All the users that review the assessment question with the option enabled will not be able to load a list of answer options.

What will the respondent enter in the user field?

The respondent must provide a new email response. See the example below:



What happens if the respondent enters an email address of a user that already exists in the system?

The user will still appear as a black highlighted option to the respondent and appear as a new user. However, when the assessment is approved, all connections and references will be made and linked to the existing user.

Example:

  • John Smith is a registered user on the application with the email jsmith@onetrust.com.

  • Upon responding to the assessment question for a vendor's primary contact, jsmith@onetrust.com is typed into the field.

  • The question response will still appear as Other Selection.

  • Upon approving the assessment, the vendor's primary contact will be accurately updated to John Smith.