Datamaran's DMA Evaluate helps you reassess your IRO inventory year on year without starting from scratch. The Assessment status field in the IRO long list structures this process, making it clear which IROs still need review and which are still valid.
This article walks through the recommended flow, from creating a new version to closing out the reassessment cycle.
Why this matters
Reassessing every IRO in detail each year is rarely practical nor needed unless justified by changes in the business, operations, or value chain. However, stakeholders expect evidence that your materiality outcomes remain accurate. A clear evaluation flow, anchored in the Assessment status, lets you focus effort where it is most needed — particularly on short-term IROs and new IROs — while maintaining a defensible audit trail across versions.
The evaluation flow at a glance
- Create a new version of your Double Materiality analysis.
- Review the initial Assessment statuses assigned automatically on carry-over.
- Add new IROs where needed using the IRO Industry Landscape feature.
- Prioritise IROs marked as To assess, using filters.
- Assign SMEs to reassess where needed.
- Aggregate and validate the SME outcomes and manually update the status to Assessment complete.
- Adjust Not required IROs if circumstances have changed.
Step 1: Create a new version
When you create a new version of your analysis, IROs are carried over from the previous version. Their Assessment status is set automatically:
- Short-term IROs → To assess
- All other IROs → Not required
Any new IRO added later (manually, via import, or via a suggestion) will default to To assess.
Tip: Short-term IROs are also flagged with a dedicated icon in the IRO long list. See Identifying Evaluation Signals - Short-term IROs for details.
Step 2: Get an overview of what needs attention
Above the IRO long list, overview counters show how many IROs fall into each Assessment status. These counts react to your active filters, so you can quickly see, by clicking on each counter:
- The total IRO count in your inventory.
- How many IROs do not require assessment.
- How many IROs need assessment in this cycle.
- How many IROs have already been assessed.
Step 3: Prioritise and filter
Use the filters at the top of the IRO long list to focus on what matters:
- Filter Assessment status to To assess/Not required.
- Layer on additional filters such as topic, or IRO type if you want to narrow further.
- Work through the filtered set in priority order, reviewing where a change of status is required.
Step 4: Assign SMEs where needed
For IROs that require input from Subject Matter Experts (SMEs), use the To assess filter before starting the assignment. Full steps are covered in Assigning Subject Matter Experts (SMEs) to Assess IROs.
The SME will complete their work using the Review status workflow. When they finish, they mark their review as Done.
Note: The Review status and the Assessment status are two independent fields. An SME marking a review as Done does not automatically mark the assessment as complete — this keeps Owners in control of the final sign-off.
Step 5: Aggregate and validate assessment results and mark as complete
Once you have reviewed the SME's input and aggregated the results:
- Open the IRO long list.
- Locate the IRO.
- Change the Assessment status to Assessment complete.
Only Owners can update the Assessment status. Readers can view it but cannot edit it, and Reviewers do not see the column at all.
Closing out the review cycle
A reassessment cycle is complete when no IROs remain in To assess. At that point, every IRO in the version will be either Assessment complete or Not required, and your analysis is ready to feed into the next step: defining the materiality threshold.