Assessment detail page

Review responses, status, evaluations and linked elements on the assessment detail page.

The Assessment detail page is your control panel for any questionnaire you've sent — or are about to send — to colleagues, vendors or other recipients. It's where you wire together everything an assessment needs: the questionnaire templates that make up its content, the people who must answer, the language each recipient should receive, the reviewers responsible for each section, and the access rules that decide who in your own organisation can see and edit the assessment record itself. Once an assessment is live, this page also becomes your monitoring screen — you can read responses, check whether invitation emails were delivered, and see every answer rolled up in one consolidated view.

Data Protection Officers, data protection coordinators, information security managers and any compliance team member who has been given edit rights on the Assessments module will spend significant time here. Auditors and read-only reviewers also use this page when they want to inspect what an assessment looks like, who it was sent to, and how respondents have answered.

How to open it

From the main left-hand sidebar, open the Assessments module and click Overview to land on the assessments index. Click any row in the list — that takes you to the detail page for the assessment you selected. You can also reach this page from any "view assessment" link elsewhere in DPMS, such as from a workflow execution log or from a back-link inside the assessment editor.

Anyone with read access on the Assessments module can open the page in read-only mode. The pencil-style Edit controls and most of the action menu options only become active for users who also hold the edit permission for assessments. If an assessment was imported from outside DPMS, it appears with an External import badge and most editing controls are hidden — that's by design, not a permissions problem.

Screenshot

What you see

The page uses the standard DPMS detail layout, divided into three vertical bands. On the far left, a thin clickable circle icon expands or collapses the menu tree — a hierarchical sidebar listing every tab that makes up the assessment record. The current tab is highlighted in blue; whether you keep the menu tree open or collapsed is remembered for next time.

Across the top of the central column is a breadcrumb strip reading ASSESSMENTS ▸ assessment name ▸ current tab. Two small chevron arrows next to the breadcrumb let you page through the previous and next assessment in the index list, respecting whatever filters and sort you had applied on the Overview screen. To the right, a clock-with-back-arrow icon opens the Activity log drawer, which lists every recorded change made to this assessment.

Just under the breadcrumb is the action header — the responsible-persons chip, the status pill, the priority pill, the last-updated timestamp, the last-review date, and the pencil-style Edit button which opens the editable form for whichever tab you're currently viewing. On the far right of the strip, a three-dot options menu offers screen-level shortcuts: Edit, Sharing (if your role allows it), Manage Access, and a few other administrative actions.

The main central area renders the body of whichever tab you have selected. Tabs include — in the order they appear in the menu tree — General, Templates, Maturity Goals (only when at least one template uses maturity scoring), Recipients & Notifications, Workflows, Reviewer Assignment, Notifications, Manage Access, Audiences, Responses, Sending Status, and Answers and Results.

Working with this screen

Setting up a brand-new assessment

When you create an assessment from the + Create button on the Overview screen, you'll land here on the General tab with most of it empty. Click the Edit pencil to open the General form.

Fill in the Name field. If your company runs in more than one language, you'll see a translate helper button next to the field that auto-translates the name into the other configured languages — provided AI credentials have been set up elsewhere in DPMS.
Pick a Priority and one or more Classification tags. The Classification tags come from the Assessment Classifications list defined in Compliance Settings.
In the Template picker, choose one or more questionnaire templates. The list only shows active templates — if a colleague says a template is missing here, the most likely reason is that its status is set to Inactive in the Assessment Templates module. When a chosen template comes with "preloaded templates", an information box appears under the picker listing the additional templates that will be loaded along with it.
Set the Assessment Deadline — the date by which respondents are expected to finish.
Choose a Submission Mode: Progressive Rolling Review (the default — sections are reviewed as they come in) or All At Once (review only happens once everything has been submitted). A short warning under the field explains the consequence; read it carefully if you're switching mode on a live assessment, because reviewers will no longer see in-progress responses if you flip to All At Once.
Decide whether the Show contact details switch should be on, which controls whether respondent contact details appear on the live form.

When you click Save, DPMS decides where to take you next. If at least one chosen template contains maturity-scoring questions, you'll go to Maturity Goals; otherwise straight to Recipients & Notifications.

On the Maturity Goals tab, set a Target Maturity for every question. To save time, you can set a maturity at the template level to apply it to every section and question under that template, or at the section level to apply it to every question in the section. Individual question overrides take precedence — and as soon as you change one question inside a section, that section's dropdown is auto-cleared so it doesn't mislead you. Save once you're happy.

You'll then arrive at Recipients & Notifications — the busiest tab on the screen. To add an external email recipient, type the address in the input field and click + Add email (or press Enter). Duplicates are silently rejected, and invalid addresses turn the input red. New email rows are created with every audience-flagged section pre-selected — if you only want a recipient to see one section, click the pencil in the Available sections column on their row and adjust.

If you need to update many rows in the same way, tick the checkboxes for the rows you want and use the quick multi-action bar that appears above the table. From there you can bulk-set the notification workflow, the notification language, and the available sections for every selected recipient at once. Click Apply to commit, or Cancel to clear the selection.

Note that the + Add audience link next to the description is intentionally non-functional on this tab — it's a visual cue. To grant audience-level access, switch to the Audiences tab and link audiences from there. They will then appear automatically as rows in Recipients & Notifications.

After saving recipients, you'll move to Workflows, where you confirm which notification workflows should fire for this assessment, then to Reviewer Assignment, where you pick the internal users who review each section. Sections without any reviewers are quietly dropped from the saved list — so make sure each section that needs a reviewer actually has one.

Finally, jump back to General, click Edit, and flip the Active toggle on. The toggle only appears once the assessment has been saved at least once, which is why you don't see it during initial creation.

Following up on undelivered invitations

If a recipient claims they never received an invitation email, open the Sending Status tab from the menu tree. Each row tells you, per recipient, whether the notification was queued, sent, opened, bounced or failed. If you spot a bounced row, switch to Recipients & Notifications, click the pencil on that recipient's row to correct the email address (or replace the recipient), and save. The new invitation will go out via the configured workflow.

Reviewing every response in one place

For an auditor or reviewer who wants the bird's-eye view, the Answers and Results tab is the best starting point. It is also what opens in a new browser tab when you click the external-link icon shown next to an assessment on the overview list.

At the top of the tab you'll find three switches: Questions and Answers, Intermediary Results and Final Results. Toggle any combination on to filter what's visible. If you only want to read raw answers, leave the result switches off. To the right, a Go to Response button jumps you over to the Responses tab to drill into a specific responder.

Below the switches, three coloured summary cards show the review backlog: Answers to be reviewed, Answers to be resubmitted, and Reviewed answers. Use them to gauge how much review work is left.

The body of the page is organised by template and then by section — both layers are collapsible via the chevron icons on their headers. Inside each section, every question is rendered as a card with the question text, the answer (translated into your active language), any attached files and any review comments. If a respondent uploaded files, each file appears with a status icon: a scanning spinner, a malware warning, or a green check. Files in quarantine because of detected malware can only be previewed or downloaded by users with the IT Security Coordinator, IT Security Manager, System Manager or Super Admin roles.

Reading individual responses and approving answers

The Responses tab lists each template included in the assessment, with a row showing how many of its questions have been answered, how many approved, and the timestamp of the first response. Click a row to open the question-by-question review screen, where you can approve, comment on or mark answers for resubmission.

Granting access to colleagues

If two colleagues need write access to an assessment after a re-org, open the three-dot menu in the action header and pick Manage Access. Add the users to the Users multi-select (and/or audiences to the Audiences multi-select) and save. They'll see the assessment in their own Assessments overview from then on. Manage Access is independent of the Recipients & Notifications list — it controls who can view and edit the assessment record itself, not who must answer it.

Disabling an assessment temporarily

If you need to pause invitations and stop the live questionnaire from being reachable, go back to General, click Edit, switch the Active toggle off and save. Respondents who follow the link will see an inactive page; you can switch the assessment back on at any time without losing existing responses or recipient configuration.

Field reference

These are the fields on the General edit form:

Name — the assessment's name. Translatable into all configured company languages, with an auto-translate helper when AI credentials are configured.
Priority — Low, Medium or High. Used for filtering and reporting on the Overview screen.
Classification — multi-select tag picker drawing from the Assessment Classifications list defined in Compliance Settings. Optional.
Template — searchable multi-select of all active assessment templates. At least one is required. Inactive templates are filtered out.
Assessment Deadline — the date by which respondents should finish. Cannot be earlier than today.
Submission Mode — Progressive Rolling Review (the default) or All At Once. Determines whether reviewers see answers as they trickle in or only after every question has been submitted.
Active toggle — switches the assessment on or off for respondents. Hidden during initial creation; only shown when editing an existing record. If the toggle is hidden but you expect it, save the assessment once first.
Show contact details toggle — controls whether respondent contact details appear on the live questionnaire form.

How this connects to the rest of DPMS

The Assessment detail page sits at the centre of the assessment lifecycle and links out to many other modules:

Assessment Templates — the questionnaires bundled into the assessment are configured there; click any template name on this screen to open it.
Compliance Settings — Audiences, Assessment Classifications, statuses and language settings all flow into this page.
Workflows — every workflow you link via the Workflows tab is managed in the Workflows module; clicking a workflow name takes you to its detail page.
Audiences — granting an audience access here also makes the assessment visible to that audience's members in their own overview.
Activity Log / Changelog — every change made on this page is captured and visible via the clock icon next to the breadcrumb.

Several DPMS features depend on what you configure here: the live respondent questionnaire only renders when at least one recipient has been added with a valid language and section; outbound notification emails only fire if a workflow has been linked under Workflows or a notification trigger has been ticked on the Notifications grid; and the per-section review screens used in Responses are driven by the reviewers picked on the Reviewer Assignment tab.

After you finish on this screen, the natural next step is either to flip the assessment to Active so respondents can answer, or to come back later to the Responses and Answers and Results tabs to review what came in.

Tips & common pitfalls

Tip: If a template you expect to find in the picker isn't there, check whether its status is set to Inactive in the Assessment Templates module. The picker hides inactive templates on purpose.

Heads up: Switching the Submission Mode from Progressive Rolling Review to All At Once mid-flight changes the entire review flow — reviewers will no longer see in-progress responses until the whole questionnaire has been submitted. Read the warning under the field before changing it on a live assessment.

The + Add audience link on the Recipients & Notifications tab is intentionally disabled. The real way to grant audience-level access is on the Audiences sub-tab — once linked there, the audience appears as a row here automatically.
New email recipients are created with every audience-flagged section pre-selected. If a recipient should only see one section, edit the Available sections cell on their row right after adding them.
The Maturity Goals tab only appears when at least one template has maturity-scoring questions. If you expect it and don't see it, the linked templates do not contain maturity-enabled questions.
The Active toggle is hidden during initial creation — it only appears once the assessment has been saved at least once.
Externally imported (archived) assessments hide most editing controls and show an External import badge. This is expected, not a permission problem.
Use the chevron arrows next to the breadcrumb to step through assessments in the same filtered order you had on the Overview screen — much faster than going back to the index between every record.