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Jul
26

Advanced Assessment search and Reporting – TRUSTe Assessment Manager

Assessment Manager allows organizations to run more assessments across their organization than ever before. The challenge you now face as a privacy professional is knowing what assessment information you have, and and be able to query it for your internal and external reporting needs. For example, you may suddenly have a need to identify all assessments touching China that collect health information. How do you get to that information?

With the latest release of Assessment Manager, you now have the ability to query your entire  assessment database. This is achieved by leveraging a combination of one or more of the following features: filters; labels and search strings. For the first time, no assessment information is beyond your reach.

Using Filters
Projects contain metadata e.g. organization divisions, business units, countries etc. Assessments can be filtered by one or more of these fields. Assessments may also be labelled (either automatically based on question answers) or manually by a user. These labels can be added to a filter.

For example if you wanted to filter all your assessments for only those in China for your business Administration Division where credit card information is being collected you can filter by those parameters.

Filter 2016-07-26_14-28-37

 

Using Search

Users can use the advanced search query to build out queries to meet their criteria. Search allows you to query your assessments for any assessment content. It is possible to search for particular question and answer combinations. All metadata and questions and answers are searchable and the search interface allows users to build out as many search parameters as needed.

Searches can be saved and re-used at any time simply by clicking on the saved search.

advanced search UX

In addition, users are able to use to write and run lucene searches from the search box. E.g., to run a search on  all assessments using third party vendors.  this search a user would search as follows :

join% question:”vendor” AND answer:”yes”

If you also wanted to know which vendors have not agreed to your model contractual clauses you could add that to query too by adding:

join% question:”model clauses” AND Answer:”No”

Your full query would be as follows:

join% question:”vendor” AND answer:”yes” join% question:”model clauses” AND Answer:”No”

Combining Filters and Search

If you wanted to know this for a particular country or division specfifically then you can add the appropriate filter. To your search.

Finally you can save your query in your account to run at any time

save search 2016-07-26_14-40-12

Having this level of information available at one’s fingertips addresses the challenge currently faced by most privacy professionals – that they cannot  easily access all the information they have collected through their assessment process, for internal and external reporting purposes.

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