Create assessments

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create and manage assessments to enable end users to respond to DLP incidents. You can use the assessments to gather information about the sensitive data exposed or leaked from the DLP incidents.

    Before you begin

    Role required:
    • sn_dlir.admin - Create, edit, and delete.
    • sn_dlir.analyst and sn_dlir.analyst_read - View (read-only).

    About this task

    DLP incident assessments help you identify potential threats and vulnerabilities to your data based on the end-user response. You can use this information to determine your end users' existing gaps, concerns, and expectations.

    Procedure

    1. Navigate to All > DLP Administration > Assessments.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. DLP Incident Assessment
      Field Description
      Name Name of the DLP incident assessment.
      Active Option to indicate whether the DLP incident assessment is active.
      Description Unique description for this DLP incident assessment.
      Assessment Introduction Provide an introduction or context for your assessment. You can also use variables from the Select variables section to dynamically display certain fields.
    4. Click Submit.
    5. After creating an assessment, open the assessment and click Assessment Designer.
    6. In the New Assessment section, select a type of assessment question under the Controls section.
    7. Drag-and-drop the required assessment question type under the New Assessment section.
      For example, you can drag-and-drop the Choice control under the New Assessment or New Category section.
    8. To add more categories for the assessment, click the Add category icon icon.
    9. To modify an existing category, click the Add category icon icon.
    10. After creating the different assessment questions for the first time, click Save, and then Publish.