Create assessments

task australia Updated Sep 10, 2026 4 min read create-and-manage-assessments-for-dlp-incidents.md
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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.

    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 [Omitted image "dlp-plus-icon.png"] Alt text: Add category icon icon.

  9. To modify an existing category, click the [Omitted image "dlp-setting-icon.png"] Alt text: Add category icon icon.

  10. After creating the different assessment questions for the first time, click Save, and then Publish.

Parent Topic:DLP Incident Response Administration

Related topics

DLP default configuration settings

Create end user lookup rules

Create assignment rules

Create incident consolidation rules

Create response due date rules

Create Approval Rules

Create user instructions templates

Create email templates

Create a Data Loss Prevention Incident Response SLA trigger

Create a Data Loss Prevention Incident Response SLA definition

Configure response option for your DLP incidents

Create incident response option rules

Create age chart configurations

Create user delegate configurations

Create repeat offender identification rules

Create Additional Incident Data Fields

DLP SLA Definition form

Configure advanced settings

Monitor DLP Integration Run process

DLP Incident Access Restrictions

DLP Incidents Archival

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