Configuring and Filtering the Assessments Screen

To configure the Assessments screen

On the PIA & DPIA Automation menu, select Assessments.

The Assessments screen appears.
Click the Manage columns icon button .

The Manage columns modal appears.
Configure the fields as necessary. For more information, view the Field Configuration Screen Reference.
Click the Apply button.

Field Configuration Modal Reference

Field Configuration modal showing Available Fields and Visible Fields lists.


Buttons	Description
	Moves the selected field from Hidden columns to Shown columns.
	Moves the selected field from Shown columns to Hidden columns.
	Moves the selected field to the first position.
	Moves the selected field forward by one position.
	Moves the selected field backward by one position.
	Moves the selected field to the last position.

To filter the Assessments screen

If an assessment is missing from the list, confirm that you are viewing the correct assessment list and review the selected view and its filters. Active and archived assessments appear in their respective lists. Deleted assessments appear in the Recycle bin. For instructions, see Archiving and Unarchiving Assessments and Deleting and Restoring Assessments.

A gap in assessment ID numbers does not necessarily mean an assessment was permanently deleted. When a template update is applied to open assessments, OneTrust creates backup assessments that receive IDs but do not appear in the standard assessment list.

On the PIA & DPIA Automation menu, select Assessments.

The Assessments screen appears.
Click the Add filter icon button.

The Filter pane appears.
Search for the required filter or select one of the pre-listed filters. Alternatively, select the Advanced filter option.
Configure the filter as necessary. For a list of available filters, see Available Filter Criteria.
Your filtered results will automatically display on the Assessments screen.

Available Filter Criteria

The Assessments screen can be filtered by the following criteria:

Approver
Approval stage
Creator
Date created
Date completed
Date submitted
Deadline
Inherent risk level
Open info request count
Open issue count
Open risk count
Organization
Pending reviews
Primary record id
Primary record name
Record admin
Residual risk level
Respondent
Result
Stage
Tags
Target risk level
Template
Template version
Workflow

To configure an Assessments list view

On the Assessments screen, click the View selector.
Select the view you want to configure.
Configure the Assessments screen and apply filters to suit your specific needs. For more information, see To configure the Assessments screen or To filter the Assessments screen.
Click the View selector.

The View selection modal appears.
Click the Save button.

To save an Assessments list view

You can create and save views of the Assessments screen to easily access different configurations of columns and filters.

On the Assessments screen, click the View selector.

The View selection modal appears.
On the View selection modal, click the Save as button.

The Create view modal appears.
Enter a name for your view.
Click the Create view button.

To manage Assessments screen views

On the Assessments screen, click the View selector.

The View selection menu appears.
On the View selection menu, click the Manage views button.

The Manage views modal appears.
Make changes, as necessary. For more information, see Manage Views Screen Reference.
Click the Save button.

Manage Views Screen Reference

Manage Views modal showing options to set default views, edit view names, and manage public or deleted views.

Field

Description

Set default view for all users

Select this option to set the default view for all users in your organization.

My default view

Select the view that you want displayed by default.

View name

Edit the name of the selected view.

Click the Update button to apply your changes.

Make this view public

Select this option to enable other users to use this view.

Delete view

Click the Delete view button to delete this view.

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