Compliance Assessment Builder
Categories
Governance
Legal
🔥 Most Popular
Level
Beginner

This compliance assessment template provides organizations with a structured way to create, distribute, and track compliance assessments across employees. At its core, it uses four main tables that keep everything connected: Assessments, Questions, Assessment Questions, and Responses/Response Details.

Compliance managers can easily set up a new assessment in the Assessments table and link it to a collection of reusable questions. Each question has a defined type—text, rating, or choice—which ensures the application presents the correct input page when an employee takes the assessment. The Assessment Questions table serves as the glue between assessments and questions and defines the order of questions. To make the process seamless, it is critical that order numbers start from 1 and run consecutively, ensuring smooth navigation through the assessment.

Employees see only the assessments they haven’t yet completed. They can start an assessment, pause and continue later, and even revisit completed ones to adjust answers. Their answers are automatically captured in the Responses and Response Details tables, which handle all the linked data and calculations in the background.

For compliance managers, the real power lies in monitoring and reporting. From the detail page of an assessment, managers can check who has participated and visualize results using interactive ChartJS charts. This makes it easy to spot trends, track completion, and gain immediate insight into organizational compliance.

Overall, the template eliminates manual overhead, ensures consistency with reusable questions, and provides both managers and employees with a simple, user-friendly process for maintaining compliance.

Database: Compliance Assessment builder

Assessments

Fields

  • Name (Text)

  • Description (Long text)

  • Row ID (Formula)

  • Responses (Link to table)

  • Assessment questions (Link to table)

  • Count questions (Count)

  • Count responses (Count)

  • First question type (Formula)

  • Count complete responses (Formula)

  • Responders (Lookup)

  • Incomplete responses (Formula)

  • Is available (Boolean)

Views

  • All assessments (grid)

  • Available assessments (grid)

  • Assessments with incomplete responses (grid)

  • Assessments taken by all  11 employees (grid)

  • Assessments without responses (grid)

Questions

Fields

  • Name (Text)

  • Label (Text)

  • Type (Single select)

  • Choice names (Text)

  • Choice values (Text)

  • Response details (Link to table)

  • Assessment questions (Link to table)

  • Assessment IDs (Lookup)

  • Count assessments (Count)

Views

  • All questions (grid)

  • Questions used in multiple assessments (grid)

  • Choice questions (grid)

  • Text questions (grid)

  • Rating questions (grid)

Responses

Fields

  • Session ID (Uuid)

  • Assessment (Link to table)

  • Assessment ID (Rollup)

  • Created on (Created on)

  • Created on (format) (Formula)

  • Row ID (Formula)

  • Response details (Link to table)

  • Count answers (Count)

  • Response complete (Formula)

  • Responder (Link to table)

  • Count questions (Formula)

Views

  • All responses (grid)

  • All responses grouped by responder (grid)

  • Non-complete responses (grid)

  • Completed responses (grid)

  • Calendar: All responses (calendar)

Response details

Fields

  • Value (Text)

  • Response session (Link to table)

  • Assessment ID (Rollup)

  • Question (Link to table)

  • Question label (Formula)

  • Question type (Formula)

  • Update answer path (Formula)

  • Assessment (Lookup)

  • Assessment question (Link to table)

  • Order (Rollup)

Views

  • All response details (grid)

  • All response details grouped by question (grid)

  • All response details grouped by assessment (grid)

  • All response details grouped by assessment question (grid)

Assessment questions

Fields

  • Name (Formula)

  • Assessment (Link to table)

  • Question (Link to table)

  • Order (Number)

  • Next (Formula)

  • Question type (Formula)

  • Next question path (Formula)

  • Response details (Link to table)

  • Question label (Formula)

  • Assessment ID (Rollup)

  • Order up (Formula)

  • Order down (Formula)

Views

  • All questions for all assessments (grid)

  • All questions grouped by assessment (grid)

Employees

Fields

  • Name (Text)

  • Email (Email)

  • Phone (Phone number)

  • Picture (File)

  • Job role (Single select)

  • Password (Password)

  • Responses (Link to table)

  • Assignment IDs (Formula)

Views

  • All employees (grid)

  • Other employees (grid)

  • Compliance managers (grid)

  • Gallery: All employees (gallery)

Application: Compliance Assessment Builder

shared

Data sources

Actions (event)

  • logout (2c309339-a19e-4ebd-907e-186bec532ec2_click)

Home

Data sources

  • All assessments

  • Non-responded assessments

Actions (event)

  • create_row (f2014b70-00c1-40ad-a80e-b3a0a6b2b6fe_click)

  • open_page (f2014b70-00c1-40ad-a80e-b3a0a6b2b6fe_click)

Assessment details

Data sources

  • Assessment details

  • Employees without response

  • Get responses

Question choice

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

Actions (event)

  • create_row (submit)

  • open_page (submit)

Response overview

Data sources

  • Get responses

Question text

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

Actions (event)

  • create_row (submit)

  • open_page (submit)

Question rating

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

Actions (event)

  • create_row (submit)

  • open_page (submit)

Update question choice

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

  • Get answer

Actions (event)

  • update_row (submit)

  • open_page (submit)

Update question text

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

  • Get answer

Actions (event)

  • update_row (submit)

  • open_page (submit)

Update question rating

Data sources

  • Get assessment

  • Get question

  • Get question details

  • Get next question

  • Get answer

Actions (event)

  • update_row (submit)

  • open_page (submit)

Non completed responses

Data sources

  • Non-completed responses

Non-completed responses details

Data sources

  • Get response session

  • Get completed responses

  • Get non-completed responses

Completed responses

Data sources

  • Completed responses

Add assessment

Data sources

Actions (event)

  • create_row (submit)

  • open_page (submit)

Select questions

Data sources

  • Get assessment

  • Selected questions

  • Available questions

  • Count selected questions

Actions (event)

  • create_row (97a7f5cb-3427-47cd-b8ee-c71875b1d7d6_click)

  • delete_row (4856c999-d3b7-4fd0-936e-83b7a35cf6f7_click)

  • update_row (submit)

  • refresh_data_source (4856c999-d3b7-4fd0-936e-83b7a35cf6f7_click)

  • update_row (97a7f5cb-3427-47cd-b8ee-c71875b1d7d6_click)

  • open_page (submit)

  • refresh_data_source (97a7f5cb-3427-47cd-b8ee-c71875b1d7d6_click)

  • refresh_data_source (4856c999-d3b7-4fd0-936e-83b7a35cf6f7_click)

  • refresh_data_source (97a7f5cb-3427-47cd-b8ee-c71875b1d7d6_click)

  • update_row (73b9f754-bc05-4867-8432-b69bc0064e2c_click)

  • refresh_data_source (73b9f754-bc05-4867-8432-b69bc0064e2c_click)

  • update_row (1cd4b851-28e2-4bd6-a48d-dd2e6191bff7_click)

  • refresh_data_source (1cd4b851-28e2-4bd6-a48d-dd2e6191bff7_click)

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