---
sourceDocument: Zurich Security Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/security-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Security Management

ft:clusterId :

    - security

bundleId :

    - security

workflow :

    - Technology


---

# Create assessments

# Create assessments {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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).
{#create-and-manage-assessments-for-dlp-incidents__ul_i4v_zgh_h5b}

## 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 AllDLP AdministrationAssessments.
2. Click New.
3. On the form, fill in the fields.  
   {#create-and-manage-assessments-for-dlp-incidents__table_usk_rtj_g5b__entry__2}

   | 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. |
   [Table 1. DLP Incident Assessment]

   {#create-and-manage-assessments-for-dlp-incidents__table_usk_rtj_g5b}
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.
**Related concepts**   

* [Monitor DLP Integration Run process](https://www.servicenow.com/docs/hOB1ot27bNzgjZQgsLDaIQ "Track and monitor the ongoing ingestion or the integration run process. The integration run processes contains the statistics on how much the data was processed and the integration status.")
* [DLP Incident Access Restrictions](https://www.servicenow.com/docs/4edThPpTnD3KYuEIV5Bjyw "Manage the visibility of a particular DLP incident that contains sensitive information. You can use incident access restrictions to define who can access a particular DLP incident and restrict specific users or groups from accessing that incident.")  
**Related tasks**   

* [DLP default configuration settings](https://www.servicenow.com/docs/7AKBIqUSGG0a8Bn5qZyi0w "Define the default configuration settings for Data Loss Prevention Incident Response (DLP IR) incidents to identify and set up the incident notification and incident assignment preferences for your end users.")
* [Create end user lookup rules](https://www.servicenow.com/docs/b2qw7ZD5aX4EZ6otMoy8JQ "You can create and configure end user lookup rules and assign the DLP incidents to the respective end users based on those rules.")
* [Create assignment rules](https://www.servicenow.com/docs/cezsK24b768uRNpCOrlbRQ "Create assignment rules and assign the Data Loss Prevention Incident Response (DLP IR) incidents to user groups, end users, managers, or user from incident.")
* [Create incident consolidation rules](https://www.servicenow.com/docs/~EKS0dgQJoa6czv8rxiCOA "Create incident consolidation rule to consolidate multiple incidents of similar nature under one parent incident.")
* [Create response due date rules](https://www.servicenow.com/docs/XkoTiwMwWS_Ys~b5W6kv5A "Set up the response due date rules to determine the time you want to give your end users to respond to the assigned Data Loss Prevention Incident Response (DLP IR) incidents.")
* [Create Approval Rules](https://www.servicenow.com/docs/euGE9qINi7PDLFSdLVTj3A "Configure approval rules that require one or more approvers to authorize an advanced response option before it is applied to a DLP incident.")
* [Create user instructions templates](https://www.servicenow.com/docs/hatY4uUdPUrTeYjliASpSg "Create and manage user instructions template for DLP incidents to help the users understand the instructions involved incident resolution and the next steps involved in the resolution process.")
* [Create email templates](https://www.servicenow.com/docs/4FsjdReAoDAeZWwYodeMig "Create and manage the preconfigured email templates for sending notifications to your end users, user groups, or managers. With these templates, you can coach and communicate with your end users about the Data Loss Prevention Incident Response (DLP IR) incidents.")
* [Create a Data Loss Prevention Incident Response SLA trigger](https://www.servicenow.com/docs/pcTUoXPFP89ICSRdvIw4EA "Create a Data Loss Prevention Incident Response SLA trigger condition that enables a prompt and efficient response to an incident when triggered.")
* [Create a Data Loss Prevention Incident Response SLA definition](https://www.servicenow.com/docs/ah8OWMpla30PtC0~Wj4Dbg "Create a Data Loss Prevention Incident Response SLA definition that outlines the conditions and duration for responding to data breaches. Establishing clear expectations and protocols helps ensure a swift response to incidents, minimizing potential damage and enhancing overall data protection strategies.")
* [Configure response option for your DLP incidents](https://www.servicenow.com/docs/v~aqIfugMAyIQRNIrxsSZg "Use this feature to configure the type of response that an end user or analyst should perform.")
* [Create incident response option rules](https://www.servicenow.com/docs/oPezK5TV0RTRfcZjQAsR3A "Create the incident response option rules that end user or analyst can use while responding to an incident.")
* [Create age chart configurations](https://www.servicenow.com/docs/LcaIfgvbS7zsHOV1X8ylKA "Configure the age chart that appears in the Data Loss Prevention Incident Response (DLP IR) Ops portal. This chart shows the count of open incidents by the number of days.")
* [Create user delegate configurations](https://www.servicenow.com/docs/G7NNHIxOsJnZLUqDdgZHdg "Prevent certain executives in the organization from receiving notifications about the incidents assigned or escalated to them.")
* [Create repeat offender identification rules](https://www.servicenow.com/docs/telPvg79r9tM3yCQHXsyGg "Create repeat offender identification rules to identify users who repeat the same issue multiple times.")
* [Create additional incident data fields](https://www.servicenow.com/docs/zQtCyW0rwucHiqwQG7Xy_Q "Create Additional Incident Data Fields for the DLP incidents. You can create different types of fields such as string, number, check box, choice, date and time, and use them in the DLP incident forms.")
* [Configure advanced settings](https://www.servicenow.com/docs/IVVWVvbXSIP0Wqj8zNuRjA "Configure the advanced settings to customize the incident display and behavior. For example, enable displaying the sensitive data on an incident and its clone, or specifying fields on the incident to identify the end users. In addition, activate and customize the evidence files preview properties.")
* [DLP Incidents Archival](https://www.servicenow.com/docs/78SbjfqaSJijjeXbgfSXTQ "The Data Loss Prevention Incident Response is provisioned with one archival rule in the base system for the DLP incident table. The related records are also added in the base system to the DLP incident archive rule.")  
**Related reference**   

* [DLP SLA Definition form](https://www.servicenow.com/docs/c2TfiOn~z9E~3gXFI6NVeQ "Field descriptions for the DLP SLA Definition form used to create an SLA record.")

*[\>]: and then