Important notice
The Classic Experience will be sunset on
Aug. 1.
If you have questions, contact your Customer Success and Implementation Manager,
Account Manager, or
support@trustarc.com.
Assessment Manager allows privacy officers to create an auto-link that automatically generates assessments of a particular kind. You can place this link on your company intranet or email it directly to respondents. When a respondent clicks the link, the system automatically creates a new, unique assessment configured specifically for that respondent with pre-set parameters.
What you can do
✓Generate
a smart URL that auto-creates assessments for respondents
✓Customise
URL options such as publishing behavior, respondent settings,
and security encoding
✓Distribute
a shortened or encoded URL to respondents via email or your
intranet
Click Create Assessment
to open the Create Assessment page as described
in
Creating an Assessment.
Select the desired assessment template and fill in the other
fields with the values you want the auto-generated assessments
to have.
2
Click the
Generate Assessment URL
link.
3
The Generate Assessment URL window appears with
the generated link at the bottom (1). Configure
the available options as needed (see
URL Options
below), then copy the link.
⚠ Important: Each time you change any setting in this window, the generated link changes. Always copy the link after you have finished configuring all settings.
URL Options
Use the following options to customize how assessments are generated when the URL is visited.
Recipient is Respondent Only
(2)
Set to System Default by default. If the
assessment is intended for non-system users, change this
setting to Non-System User (12) and add
the non-system users. If the Assessment Link Authentication
setting is enabled, set
Non-System User PIN Setting (13) to
Persistent PIN, One-Time PIN,
or No PIN (factory default). When set to
Persistent or One-Time PIN, non-system users must enter the
6-digit PIN sent to them by email to access the assessment.
See
Enabling the Assessment Link Authentication setting.
Edit Assessment Name
(3)
Allows users to customise the assessment name when using
a smart URL.
Set Current User to Recipient
(4)
The system automatically overwrites the Default Respondent
and Approver fields to be the user who clicked the assessment
link.
Publish Assessment When URL Visited
(5)
The system automatically publishes the assessment after the
user clicks the link. If unchecked, the assessment is saved
in an
Open (Draft) state,
which is usually not the desired outcome. The Template, Assessment
Name, and Assessment Owner fields on the New Assessment
page must be filled before you click Generate URL
— otherwise this checkbox will be disabled.
Go to Survey When Published
(6)
Directs respondents immediately to the Survey page of the
generated assessment so that no further steps are needed.
The Publish assessment when URL visited checkbox
(5) must be enabled for this option to become
available.
Assessment Config (Advanced)
(7)
Select an assessment configuration where your assessment
workflow, email templates, respondents, approvers, and other
settings are specified.
Include (8)
Specifies which settings from the New Assessment page are
transferred to newly generated assessments. The Approver
(first only) and Default Respondent checkboxes are pre-checked
by default. If you changed the assessment's default workflow
in Advanced Settings, you can also specify that this change
must apply to auto-generated assessments.
Do Not Allow Changes to These Settings
(9)
When enabled, users who click the link cannot modify the
settings from the
New Assessment page.
The settings that are locked are controlled by the Include
checkboxes (8).
Encode the URL
(10)
The system encodes the link for security purposes.
Shorten URL
(11)
Creates a shortened version of the URL that may be more convenient
to distribute to respondents.
Assessment Naming
Because all assessments in the system must have a unique name, only one assessment will be created with the exact name specified on the New Assessment page. Each subsequent assessment's name will be appended with a unique number.
If respondents are permitted to edit the assessment name, consider instructing them to follow a specific naming convention to ensure both uniqueness and ease of use. For example: "Employee Privacy Assessment – David Gonzalez – Marketing".
✓ Tip: A good naming convention includes identifiable details such as the respondent's name, department, and assessment template name. This makes it easy to search for and manage assessments generated via smart URLs.