Adding Compliance Expression for any Question in an Assessment Template

Overview

You can add a Compliance Expression to any question in a template. A Compliance Expression specifies a condition based on the answer(s) to that question. If the condition is violated, the system flags the question as an issue in the Assessment Report so reviewers can address it. In most cases, all identified issues must be resolved before the assessment can be approved.

Adding Compliance to a Question
1
In the right-hand context menu of the question, click Edit Question to open it.
Question context menu showing the Edit Question option
2
Go to the Compliance tab.
Edit Question page showing the Compliance tab
3
Build the Compliance Expression by clicking the available answer choices (2) and connecting them with the AND, OR, NOT, (, and ) buttons (3) to form the condition (1) that must be satisfied for the question to be considered compliant. If the condition is violated, an issue is triggered.
Compliance tab showing the expression builder, answer choices, logical operators, issue description, and remediation recommendation fields
Compliance expression example showing the France/Marketing answer selected as the compliant condition
📋 Example: In the screenshot above, the question is considered compliant (no issue is triggered) only if the France/Marketing answer is selected.
4
Optionally, enter an Issue Description (4) and a Remediation Recommendation (5). Both are displayed in the Assessment Report next to the identified issue to guide reviewers.
TrustArc  ·  Adding Compliance to a Question  ·  support.trustarc.com