Assessments and the Data Inventory
If you skipped associating your new assessment template with a table, you can always do that from the Custom Fields section under . You can also make changes to existing assessments' custom fields here.
To create a new custom field to link with an existing assessment template, click the "New Custom Field" button at the bottom of the second sidebar panel.
First you’ll want to enter the name and description of your attribute. The name will appear in every table this custom field is associated with at the top of a column.
For custom fields which link to assessments, we recommend using the name of the assessment template you’re using, plus the word “Status” (e.g., “DPIA Status”).
Under Table Visibility, you can choose which tables you’d like this assessment template to appear in. You can choose as many tables as it makes sense for you.
The most important step is to set the Type to “Assessment”.
Next up, choose the template you’d like to use for this assessment document. You can choose only one template type per custom field.