PIA Assessment Workflow

3.1. Initiating an assessment from a template

1. Navigate to the PIA dashboard. Click on Assessments icon from the left sidebar menu.

1. Click on the "Start New Assessment" button.

In the New Assessment pop-up:

• Choose a template from a list of available templates.

• Enter the Name of Process

• Email ID of Process Owner

• Nature of Process

• Enter Email ID of DPO

After filling all the details, click on Next.

Filling out the assessment

Process owners invite collaborators to contribute to specific sections and / or questions based on their area of expertise / ownership. There are two ways to add collaborators:

1. Adding collaborators before questionnaire

   • Click on the "Add Collaborators" button.

   • Follow the process mentioned here.

   • Then click on Proceed to Questionnaire.

2. Adding collaborators in questionnaire:

• While filling out the questionnaire, locate the "Collaborators" button in the top right corner of the screen and click on it.

In the collaborator management pop-up:

• Edit the "Scope of Questionnaire" by clicking on the Edit ( ✏️ ) icon to change the total number of sections and questions to be edited by the collaborator(s).

• Set the "Due Date" for the collaborator to complete their assigned tasks.

• Enter the email addresses of the collaborator(s) you want to invite in the "Email IDs of Participants" field.

• (Optional) Write a note in the "Email Body", which will be sent to the collaborators.

• Click the "Save Collaborators" button to send the invitation(s) and assign the specified sections or questions to the collaborator(s).