Templates

In order to get started, you’ll want to set up some templates set up for the assessments you’d like to use at your organization. Transcend includes some default templates, you are welcome to use or modify, but you can also create your own templates from scratch.

In the Assessments feature of Transcend, Templates can be found in the second tab aptly called “Templates”.

Templates tab in the Assessments Page

The default templates provided by Transcend are listed here, but if you’d like to create your own, simply click the “New Template” button in the top right corner of the screen.

New Template Button in the Assessments Page

Give your template a name that is easily recognizable, it will be referenced throughout Transcend when your team members go to create an Assessment using this template.

New Template Editor

Add your template text in, and then hit “Save Template”.

Save Template Button

Adding an assessment template to a table After saving you’ll be asked if you want to make the template available in any of the various tables in Transcend. This is handy for creating a workflow for when a new item is added to the table, you can determine whether or not it needs an assessment.

Link to Table Modal

For example: if your DPIA template will be needed on the Purposes for Processing table, you can click the checkbox next to “Purposes for Processing”.

Column Name The “Column Name” field is hopefully exactly what it sounds like. When you add this assessment to a table, it will appear in a column in that table. We recommend using your template name plus the word “Status”, e.g. “DPIA Status”, because each row in the table will either have an assessment in it, or an indicator as to whether or not an assessment is needed.

Default Status You may also set the “Default Status” to either Required or Not Required, which will automatically be assigned to all new and existing rows in the linked tables. You can always change these settings later in the “Attributes” section under “Infrastructure”.

When you’re all set, click “Link Template to Table Attribute”.

Template Added to Table

Your new Assessment template is now saved in the Templates list. You can make updates to it at any time. The last editor will be updated under the “Last Edited by” column whenever future changes are made.