Assessment Manager August 2016 Release: Advanced collaboration, reporting and assessment logic

As an existing TRUSTe Assessment manager customer you are already managing many different Privacy Assessments through the platform.

TRUSTe Assessment Manager is predominantly used by organizations to assess their products, systems, businesses, vendors and assets against privacy standards, regulations and policies in order to identify and mitigate privacy risks. The latest Assessment Manager release further improves the assessment process with enhanced communication, follow-up question flow logic, and review experience. In addition, the new advanced reporting and tagging features allow you to create any number of custom fields, for example, countries or divisions, tailored to match your organization’s business needs, as well as to tie assessments to specific organizational entities within your company  and to use the new advanced project search for very complex search criteria.

The diagram below indicates how the newly added features fit into the overall Assessment Manager workflow.

AM flow

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Read on for a  more detailed description of these new features.

1. Program Reporting Using Advanced Search

The new advanced search feature allows you to perform very complex and granular project searches  based on multiple criteria. Click on ”Advanced Search” on the “Projects” page, to add as many search parameters as you need.

Advanced Search 2016-08-11_8-41-55

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Example Use Case: Program Reporting

Say your privacy team has run 60+ Privacy Shield assessments across your organization to understand EU-US data transfers (as some of our customers have). As a CPO you need to be able to quickly slice and dice the information you need. Two main features in the Assessment Manager make this now easier than ever. You can now (1) tie assessments back to specific organizational entities within your enterprise, and (2) use the new advanced search feature to drill down into specific assessment criteria.

For example, if you need to identify all assessments for the Human Resources Department where Sensitive PI is transferred from the EU to the US, you can run and save that query for future use.

2. Template Customization Options

a. “Prologue” and “Epilogue”
With “Prologue” you can provide your respondents with instructions they may need  in order to complete the assessment.

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With “Epilogue” you can provide your respondents with additional information at the end of the assessment and  have them attest to the accuracy of their answers.


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b. Additional answer options

Two additional answer options are now available:

  • “All of the above” – allows users to indicate that all options are applicable without the need to select them individually. It can be particularly useful for questions with many answer choices.
  • “None of the above” – allows users to indicate that none of the options apply.

Compliance expressions can refer to these new answer options directly.

c. Advanced follow-up question flow logic


With the addition of cross-section follow-up question flow logic, users now have the ability to create follow up questions based on the answers to the questions from the previous sections.

3. Real-time collaboration 

It is now possible to send a comment with a question to any user and non-user with an e-mail address. This is available for:

  • The comments section in the assessment survey
  • Comments on tasks
  • Comments in the assessment report
  • Comments in the project approvals.

The person will receive an email notification with your comment and will be able to reply to that email with their response. The response will be added as an additional comment for ease of review.

To send a comment to a particular person, put this person’s email address at the beginning of your comment   enclosed into “[~ ]”, for example, [~tberman@truste.com]. Thus, your comment might be: ”[~tberman@truste.com] Tony, have you updated the privacy statement?”

comments on project

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4. Customized Organizational Group Tags

You can add any number of custom fields to your projects tailored to your organizational needs. The list of the available values for each of those fields can be configured separately through “Tag Groups” in the Admin area of your account.  For example, you may create a Tag Group called “Brand” with  different brand values. If you then associate this new Tag Group with a “Project” entity, your Projects will have an additional “Brand” field, where you will be able to select one or more of the brands from  the drop down list during project creation.

Brand screenshot

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5. Additional Assessment Participants

You now have the ability to add additional participants to the project. Project Participants are able to access the project report , to track the progress of the assessment. Typically they are stakeholders who have an interest in the assessment outcome.

Project participantss

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For more information on any of these new features please refer to the TRUSTE Assessment Manager user guide available from your account.