How to Build and Send an Assessment in Assessment Manager | TrustArc Guide 📝

TrustArc
28 views •

Step-by-step product walkthrough on how to build, configure, and send out privacy assessments using TrustArc’s Assessment Manager! 📝 Learn how to initiate assessments via the Template Builder or launch them directly from your Data Inventory Hub risk profiles, assign respondents (with or without system access), and set up multi-tiered approval workflows. 📌 What You’ll Learn in This Guide: • Template Builder Method: Selecting templates, linking inventory records, and pre-filling ownership details. • Configuring Workflows: Setting up multi-tier approvers, assigning respondents (including external non-system users), and adding read-only participants. • Data Inventory Hub Method: Launching assessments directly from the Risk Profile dashboard for specific business processes. • Publishing Options: Understanding "Publish & Send", "Publish & Start", and saving drafts for later. 🔗 Discover how Assessment Manager streamlines DPIAs, PIAs, and vendor risk evaluations: https://trustarc.com/products/privacy-data-governance/assessment-manager/ Have questions about setting up assessment templates in TrustArc? Leave a comment below! 👇 #TrustArc #AssessmentManager #PrivacyCompliance #DPIA #PIA #ProductTutorial #HowTo #DataGovernance

Keyboard shortcuts

On. Switch them off if they collide with your assistive tools; ? still opens this sheet.

Go to

Press g then the letter.

  • gh Latest
  • gs Sources
  • gm Media
  • gv Videos
  • gp Podcasts
  • gc Calendar
  • gd Decoder
  • gz Dataviz
  • ga Datasets
  • gb Blog
  • gk Markets
  • gj Careers
  • gn Prompt Notebook

On this page

  • / Focus search, where there is one
  • t Back to top
  • ? This list
  • Esc Close