Customize Assessment Results FAQ
How do I create a custom result?
To access the custom result feature, select the Assessment Results side menu tab in the PIA & DPIA Automation module. For a in-depth breakdown, reference Customize Assessment Results.
Users must have the Manage Assessment Results permission to access this menu. This permission is automatically granted to Admin roles (Site Admin and Manager Roles).
How are custom assessment results accessed when completing the assessment?
The custom assessment results list can be viewed in the Assessment Results menu item within the PIA & DPIA Automation module. Upon creation, the custom results will be displayed for approvers in the Result selection menu while completing an assessment.
Can I edit a custom result after it's been created?
Yes. Users can edit custom results by selecting the Context menu of the custom result that needs editing. All fields can be edited for custom results. As for the system source Approved and Rejected options, only the Option Hint field can be edited.
If a user edits the name of the custom result, we will update it on completed assessments so that it matches the new name.
If they edit the behavior checkbox, we do not make any additional updates to records that were already updated by completed assessments.
What does the Update behavior checkbox do on each custom result?
If selected, the checkbox will update inventory records, launch follow-up assessment, and act as if the assessment approved.
What happens if I check/uncheck the Update behavior checkbox on a custom result I've already created?
Checking this option will make the result behave like Approved. If selected, this option will update inventories and incidents, add risks and attachments to inventories, and launch applicable follow-up assessments. If unchecked, the result will function like Rejected.
Updating the behavior checkbox only impacts future assessments and not assessments that have already been completed.
What happens when I deactivate/reactivate a custom result?
Deactivated Custom Results: Deactivated (Inactive) results will no longer show as an option for assessments. Assessments already completed with this result will retain the result.
Reactivated Custom Results: Reactivated (Active) results will be displayed as options for assessment results.
Can I provide translations for my custom results?
Yes. Select the Context menu, select the Translate name or Translate option hint option. This will allow users to write in a translation in multiple languages.
What is an Option Hint and what does it do?
The Option hint will give a description, provided by the creator, of the behavior of that custom result. Option hints will be displayed when a user hovers over the option when completing an assessment. This field is optional and can be used to help guide the approver in selecting the appropriate result.
Can I deactivate the system results Approved and Rejected?
No, system results cannot be deactivated.
Is there a Public API I can use for completing assessments with custom results?
Yes. The Complete Assessment API can be used for completing assessments with custom results.
Is there a way to bulk update historic assessment results to reflect the newly created custom results?
No. We do not, as of this moment, support this functionality. Users will have to re-open those completed assessments and complete them again with the desired custom result.
If an assessment has multiple approvers who select different results, how is the final result for the assessment determined?
The answer all depends on the scenario. View the table below and find the applicable scenario.
Important: When this table mentions Approvals, it is referring to custom results that have the Update Records and Trigger Rules option enabled. When this table mentions Rejections, it is referring to custom results that have the Update Records and Trigger Rules option disabled.
|
Scenario |
End Result |
|---|---|
|
All Approvals with same result |
Assessment Approved with selected result. |
|
All Rejections with same result |
Assessment Rejected with selected result. |
|
All Approvals with different results |
Assessment Approved with last result selected. |
|
All Rejections with different results |
Assessment Rejected with last result selected. |
|
Mixed Approvals and Rejections with different results |
Assessment Rejected with last Rejected result selected. |