Assessments Dashboard

The Assessments Dashboard is the home screen for privacy analysts, security assessors, and the coordinators who own Privacy Impact Assessments (PIAs), Algorithmic Impact Assessments (AIAs), and Security assessments. It lists every assessment you can see, with the tools to find one and start new work.

An organization that does not run assessments can switch the tab off under Settings → Features → Assessments tab. The tab, its New assessment button and its reports then disappear for everyone, but a link, notice or search result that points at an assessment still opens it, and switching the tab back on restores everything.

The Assessment Register

The grid lists every PIA, AIA, and Security assessment you can see, with status (Active, In Review, In Effect, or Closed), assessment type, risk rating, and reassessment dates all visible at a glance — so you can spot what needs attention without opening a record.

Audits are assessments too. While the Audits board is on, audits are listed there and not here; with the Audits board off they appear on this tab. See Audits Dashboard.

Stat Cards

Quick-filter tiles across the top summarise the register:

Click a card to filter the grid to that set; click it again to clear.

Column Menus

Every column heading opens a menu. Click the heading, or move to it with the keyboard and press Enter, Space or Alt+Down:

• Sort ascending / Sort descending — the ticked item is the current sort.
• Group by — offered on the columns the grid can group by (status, type, assignee, risk level and similar, and any custom field). Choose it again to remove the grouping.
• Move left / Move right and Wider / Narrower — the same as dragging the heading or its edge, for keyboard and single-pointer use.
• Hide column — bring it back from View options → Columns. The last visible column cannot be hidden.

Esc closes the menu and returns you to the heading. Clicking a heading opens this menu instead of sorting straight away.

Filters

The filter button sits next to the search box. Its icon turns solid while any filter is set, even with the panel closed, and its tooltip names the filters in force. The panel is one compact row of drop-downs that wraps on a narrow screen:

• Assigned to — its first option is your name (me), which always means whoever is looking, so a shared view with me in it shows each colleague their own assessments.
• Type — the assessment type.
• Clear filters at the end of the row resets them all.

View options → New view saves the filters together with the columns, sort and grouping. Filters only narrow what you are already allowed to see. An empty register shows no search or filters, and tells people who can create assessments to create one.

Export View (CSV)

View options → Export view (CSV) downloads what the grid shows you, as you see it: the rows in its order (your search, filters, card selection, sort and grouping all apply) and the visible columns, with headings in your language. The file is named after the register, the view and the date, opens correctly in Excel, and cannot run as a spreadsheet formula. The export holds only what you can already see. A large register loads its newest 200 matching assessments at a time, and the export holds the same rows — narrow the search or filters to export the rest. Each export is recorded in the audit ledger.

Selecting Several and Reassigning

If you may modify assessments, View options → Select multiple assessments adds a checkbox to every row, with Select all in the heading. Tick rows (or press Space on a focused row), then use Reassign in the bar above the grid:

1. Choose Reassign to — any active AccessPoint user. The role changed is Assigned to.
2. AccessPoint checks every selected assessment and lists the ones it will skip, and why — chiefly assessments the person cannot open, assessments already assigned to them, approved (read-only) assessments, and assessments you may not change.
3. Add an optional Reason, kept in each assessment's activity record, and click Reassign.

Each changed assessment behaves as if you had changed it yourself: the new assignee is notified and the assessment's activity records the change. At most 200 assessments can be reassigned at once. This permanently changes who holds the assessment — to have a colleague cover while you are away, use Delegations instead.

Starting a New Assessment

Click New assessment on the toolbar to open the create dialog — you need the create assessment permission. See Creating Assessments for choosing a type and template, naming the assessment, picking a subject, and the preliminary screener.

Shared Dashboard Mechanics

Search, saved views and the summary cards work the same way here as on every other register dashboard — see Requests Dashboard for the mechanics and Dashboard Views for saving a working slice of the register.

Next Steps

Click any row to open the full Assessment Details panel, or open the Privacy program to manage the durable subjects assessments run against.