Overview

The 'Assessment Generator' button (located in Step 2 within a program) allows customers to pull data from our Privacy Register records and display the responses within a generated Privacy Assessment for the Record Owners to review.

A common use case for this feature would be for customers who have imported or manually added their records to the Privacy Registers and who would then wish to resend that information via Privacy Assessments to the Record Owners or Creators. For example, this is particularly useful for customers who wish to review their imported processing activities on an annual basis.

This feature includes a clever 'Summary View' option, which allows users to quickly view a snapshot of their responses so that they can quickly determine whether any changes are required before proceeding to the full Privacy Assessment.

Benefits of Using the Assessment Generator:

• Eliminates the need to provide Record Owners with the enhanced 'Data Champion' permission to update their records.
• Provides a more user-friendly experience for Record Owners when updating their records.  
• Enables admins to generate an assessment for one or multiple Register Records for individuals.
• Sends automatic email notifications to Record Owners and reviewers.
• Offers a Summary View of the data to Record Owners, which can be marked as 'No Changes' if applicable.
  
  • If changes are required, register data is presented within a Privacy Assessment for Record Owners to review and update.
• Supports the display of question text, descriptions, and Guidance Notes, along with a logical workflow for Record Owners when reviewing/updating their data.
• Allows imported or manually added records to be included in the Privacy Assessment Review Process.