Adding an Early Exit

OverviewProcedureRespondent Experience

Overview

Some templates include threshold questions at the start whose purpose is to determine whether the full assessment needs to be completed. For example, a template assessing EU privacy practices may begin with "Do you have customers in the EU?" and "Do you collect Personally Identifiable Information (PII)?". If a respondent answers "No" to both, there is no need to continue — the survey should end immediately.

An Early Exit is a set of conditions that define when the survey must end prematurely, or transition directly to In Review or Pending Approval state so the assessment approver can validate whether the condition is genuinely met.

Adding an Early Exit

1

Click the context menu and select Add Early Exit.

2

On the Early Exit Condition screen, define the condition using condition blocks and nested conditions. This screen works identically to the Section Condition screen described in Section Conditions based on Multiple Questions. You can reference any question from any section.

3

Specify the state the assessment should transition to when the condition is met. Approved is the factory default.

📋 State behaviour notes

›If set to Approved, auto-tasks that are normally generated during the In Review state are not generated.

›If set to Approved Pending Remediation but no auto-task is generated, the assessment will skip directly to Approved state.

4

Click Save Condition. The Early Exit condition appears as a separate block in the section list — note it is not a section and questions cannot be dragged into it.

A template can have multiple Early Exit conditions. They always appear at the bottom of the section list, after the Epilogue section if one is present. Use the Edit or Delete icon in the top-right corner of the condition block to modify or remove it.

Respondent Experience

When a respondent finishes a section and attempts to move to the next one, the system checks whether the Early Exit condition is met. If it is, an Assessment Completed dialog appears asking the respondent whether they want to exit the survey.

If the respondent clicks OK, the survey moves to the Epilogue section (if one exists), where they can check the attestation checkbox and click Submit to complete the survey. For more information, see Adding Prologue and Epilogue.

If no Epilogue section is present, the survey goes directly to the Survey Summary page.

TrustArc  ·  Adding an Early Exit  ·  support.trustarc.com