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Inbound Assessments

Inbound Assessments allow privacy managers to generate a shareable link for a specific risk assessment. Privacy managers can embed links to risk assessments in internal workflows or tools where assessments are required, allowing for simplified collaboration across your organization without the need to manually invite users.

Inbound Assessments can be associated with either DataGrail's Default Risk Assessment Templates or your own Custom Risk Assessment Templates. A single Inbound Assessment link can be used to create Assessments for many systems using a specific Assessment Template.

Generate a URL

In the top right hand corner of the Assessments page, select Generate Assessment Link to get started.

Generating a URL

After selecting a Template, copy the Sharable Link and your team is ready to Embed The Risk Assessment URL in your organization.

Embed The Risk Assessment URL

Depending on your organization's policies, you can embed the risk assessment URL wherever you want employees to launch assessments. Whether it is evaluating new vendors/systems or new projects, employees can launch assessments wherever, whenever.

Examples:

  • Embed a link to the AI Risk Assessment on the AI Company Policy Page.
  • Embed a link on your company Data Governance/Data Privacy Internal Workflows.

Launch an Inbound Risk Assessment

When an employee clicks on the shareable link, they will be prompted to enter their Email Address for verification and add an Assessment Name.

Launching an Assessment

After selecting Get Started and completing identity verification, an email will be sent to the submitter with a link to the newly created Assessment. This link will be valid for 24 hours, at which point, a new link must be requested.

Supported Verification Methods

Identity verification is only supported through Okta and OneLogin currently. This functionality will soon be expanded to all SSO providers.

Once an Inbound Assessment is created, it is filled out just like any other Assessment. When completed, simply select Submit. This will send a message to the Privacy Team, and allow the collaborator to download a PDF copy of what was submitted.

Submit an Assessment

Review an Inbound Risk Assessment

When an Inbound Assessment is created by an employee, Risk Assessment Admins will receive an email notifying them that an Assessment is ready for review. The corresponding Assessment will also appear in the Assessments tab.

Review an Assessment

The Privacy Manager can also track the status of Assessments in the Contributors section, where it will show if the assessment is In Progress or Complete.

As with any other Assessment in DataGrail, the Privacy Manager can review and approve the Assessment when they are ready.

Approve Assessment

 

Need help?
If you have any questions, please reach out to your dedicated CSM or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.