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Assessments

Assessments Quickstart Guide
Building Assessments
Assessment Templates
Creating an Assessment
Configuring Show & Hide Logic in Assessments
Using Assessment Email Sets
Distributing, Reviewing, & Tracking
Assigning Assessments
Reviewing Assessments
Managing Assessments in Tables
Scoring & Automated Actions
Using Transcend Risk Scoring with Assessments
Assessment Triggers
Data Inventory Integration
Adding Assessments to the Data Inventory
Creating Inventory Rows from Assessments
Assessments API
Vendor Assessments API

Assessments

Index of all Assessment articles across all content types

Transcend Assessments

Assessments Quickstart Guide

Creating, assigning, and reviewing Assessments

Building Assessments

Everything that goes into designing an assessment before it's sent. Create templates from scratch or via import, add sections and questions, control which questions appear with Show & Hide (visibility) logic, and configure the email sets used to notify respondents.

Distributing, Reviewing, & Tracking

How assessments get to respondents and come back for review.

Scoring & Automated Actions

Turn assessment answers into risk signals and downstream actions. Define reusable Risk Frameworks and map questions to them so responses are scored automatically, with manual override allowed while a response is "In Review". Pair scoring with Assessment Actions to route or escalate based on the results.

Data Inventory Integration

Map questions to inventory fields so approved answers sync back automatically, link an assessment's status to an inventory row via a custom field (e.g. "DPIA Status"), create new inventory rows from responses, and gather what you need for a ROPA report.

Assessments API

Programmatic access for automating assessments at scale

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