Find DTAC under Frameworks, start a form for your product, answer the 8 sections and generate the completed form for external stakeholders.
Quick summary
DTAC is a form you complete and generate for external stakeholders, one for each product.
Find it under Compliance → Frameworks. A form needs a Key contact and a Product before you can start it.
You can generate before every section is complete. You’ll be warned, but not stopped.
NHS England updated DTAC on 24 February 2026, and v2 came into force on 6 April 2026. Assuric works to v2. Guidance written for the original single-form flow no longer applies.As with any framework update, your existing progress and gaps carry across automatically.
The form draws its answers from your workspace, so the more is already in Assuric, the less you type. Company details come from and product details from the product record.
The form is created the moment you click, before you’ve filled anything in, and a New DTAC form added confirmation appears. To back out, use Back and then delete the form: closing the dialog leaves an empty form behind.
2
Set the key contact and product
The Start DTAC Form? dialog asks for 2 things, and both are required:
Key contact: who the key contact for this submission is
Product: which product the form covers
If either is blank, Start won’t proceed and the missing field is marked Required.
The Start DTAC Form? dialog. Key contact and Product are both required before Start does anything.
3
Click Start
The form opens, and its status changes to In Progress.
Each form covers one product, so 3 products mean 3 forms, side by side in the DTAC Forms panel with their own product and key contact. An assessor reviewing one product gets a form scoped to it.
The form has 8 sections, listed down the left with a status against each, following the official DTAC lettering:
Section
Code
What it establishes
Company Information
A
Your organisation and contact details
Value Proposition
B
The clinical, economic or behavioural benefits of your product (Non-assessed)
Clinical Safety
C1
That your product is clinically safe to use
Data Protection
C2
That your product collects, stores and uses data compliantly
Technical Security
C3
That your product meets industry best-practice security standards and is stable
Interoperability Criteria
C4
How well your product exchanges data with other systems
Usability & Accessibility
D1
That your product has followed best practice
Generate DTAC Form
No code
Confirming the assessment is complete and producing the form
The form editor: the eight-section rail on the left, Section A open on the right.
1
Check what's already filled in
Many questions arrive answered. In Section A, your company name and product name come from your workspace, so check they’re current there.
2
Answer the rest
Some questions are conditional: answering Yes to “Is your company required to register with the CQC?” asks for the date of your last assessment and your latest CQC report.
3
Read the Official Guidance notes
Where NHS England publishes guidance for a question, it appears inline under an Official Guidance heading. It’s the assessor’s own wording, worth following exactly.
4
Move on
Click Next to continue, or Save & Back to leave and return later. Section status updates as you go.
Each question has copy and comment icons. Use comments to ask a colleague about an answer instead of chasing it in Slack: the note stays attached to the question.
The page lists every section with its code and current status. If anything is outstanding, you’ll see Warning: Incomplete sections, reading “There are still some outstanding sections to complete for your DTAC form”.
The Generate DTAC Form step, with the incomplete-sections warning and the eight-section checklist beneath it.
2
Tick Ready for export
Under Ready to generate completed DTAC form, tick Ready for export to confirm the assessment is complete and ready to share with external stakeholders. This marks the Generate DTAC Form section as Completed, which is why the counter reads out of 8, not 7.
3
Click Continue, then Generate
A Ready to generate? dialog confirms what happens next:
This will generate the completed NHS DTAC document in your control evidence library, complete with links to supporting documentation. This will then be ready to share and we recommend adding it to your Trust Page.
Click Generate, or Cancel to go back.
The Ready to generate? dialog, confirming the document and where it's headed.
Add the generated document to your Trust Centre so customers can get it themselves.
The incomplete-sections warning is advisory, not a block. You can tick Ready for export and generate with every other section still Not Started. Treat the section checklist as the gate, not the button: an assessor receiving a form generated from an empty assessment sees exactly that.
Show Form states and deleting a form
The card in the DTAC Forms panel changes with the form’s state:
State
What the card shows
Not Started
A Start button, with the section overview greyed out
In Progress
A View button, plus the product and the key contact’s avatar
To remove a form, open ⋯ → Assessment Options → Delete. You’ll be asked to confirm, and the deletion cannot be undone.
What we recommendCreate a form early and open Section A, even if you can’t finish it: the auto-filled answers are the fastest way to find what’s missing or stale in your workspace, and an assessor would find the same gaps.
