> ## Documentation Index
> Fetch the complete documentation index at: https://docs.assuric.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete and generate a DTAC form

> Find DTAC under Frameworks, start a form for your product, answer the 8 sections and generate the completed form for external stakeholders.

<Note>
  **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.
</Note>

<Warning>
  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.
</Warning>

## Before you start

The form draws its answers from your workspace, so the more is already in Assuric, the less you type. Company details come from <Tooltip tip="Settings → Company Information.">Company Information</Tooltip> and product details from the product record.

## Open the DTAC framework

<Steps>
  <Step title="Go to Frameworks">
    Click **Compliance → Frameworks** in the sidebar, then open the **DTAC** card.

    <Frame caption="The Frameworks page, with the DTAC card among the rest.">
      <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/frameworks-grid-with-dtac.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=4bcab1d502ae11fc1dc8cbe2cb2da2b4" alt="The Frameworks page showing percentage complete and task counts on several framework cards including DTAC" width="3840" height="1893" data-path="images/privacy-security/frameworks-grid-with-dtac.png" />
    </Frame>
  </Step>

  <Step title="Get your bearings">
    DTAC's framework page has a *DTAC Forms* panel where submissions live and, lower down, each DTAC section with its official description.
  </Step>
</Steps>

<Frame caption="The DTAC framework, with its sections and the tasks behind each one.">
  <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/dtac-framework.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=26e86eb992fd4ebef6111ebfd5a60d94" alt="The DTAC framework page showing its sections and progress" width="3840" height="1893" data-path="images/privacy-security/dtac-framework.png" />
</Frame>

## Create a form

<Steps>
  <Step title="Click New DTAC form">
    In the *DTAC Forms* panel, click **New DTAC form**.

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="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*.

    <Frame caption="The Start DTAC Form? dialog. Key contact and Product are both required before Start does anything.">
      <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/start-dtac-form.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=42947d623d0f7222feb64b8a8017f2a8" alt="The Start DTAC Form dialog with Key contact and Product fields, both empty" width="3840" height="1893" data-path="images/privacy-security/start-dtac-form.png" />
    </Frame>
  </Step>

  <Step title="Click Start">
    The form opens, and its status changes to *In Progress*.
  </Step>
</Steps>

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.

## Work through the sections

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 |

<Frame caption="The form editor: the eight-section rail on the left, Section A open on the right.">
  <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/dtac-form-editor.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=dbfbbb595ac0eaa2fd641f1d451e6b66" alt="The DTAC form editor showing the eight-section rail and Section A's Company Information questions" width="2760" height="2850" data-path="images/privacy-security/dtac-form-editor.png" />
</Frame>

<Steps>
  <Step title="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.
  </Step>

  <Step title="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 <Tooltip tip="Care Quality Commission, the regulator of health and social care in England.">CQC</Tooltip> assessment and your latest CQC report.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Move on">
    Click **Next** to continue, or **Save & Back** to leave and return later. Section status updates as you go.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Generate the form

<Steps>
  <Step title="Review the section checklist">
    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"*.

    <Frame caption="The Generate DTAC Form step, with the incomplete-sections warning and the eight-section checklist beneath it.">
      <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/dtac-generate-warning.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=4f7549f5941b44a49fda30d674bf6693" alt="The Generate DTAC Form step showing a warning about incomplete sections and a checklist of all eight sections with their status" width="3750" height="2490" data-path="images/privacy-security/dtac-generate-warning.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Frame caption="The Ready to generate? dialog, confirming the document and where it's headed.">
      <img src="https://mintcdn.com/assuric-docs/yOAJ7MLMvAHV9-rE/images/privacy-security/dtac-ready-to-generate.png?fit=max&auto=format&n=yOAJ7MLMvAHV9-rE&q=85&s=0ae57d9b222371cba25f1ab3c3717d09" alt="The Ready to generate dialog explaining that generating creates the completed NHS DTAC document in the control evidence library" width="1590" height="930" data-path="images/privacy-security/dtac-ready-to-generate.png" />
    </Frame>
  </Step>
</Steps>

Add the generated document to your **Trust Centre** so customers can get it themselves.

<Warning>
  **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.
</Warning>

<Expandable title="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.
</Expandable>

<Tip>
  **What we recommend**

  Create 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.
</Tip>

## Related articles

<Columns cols={2}>
  <Card title="Adding a product" icon="box" href="/getting-started/adding-a-product">
    Product details feed several DTAC sections.
  </Card>

  <Card title="Setting up your Trust Centre" icon="shield-check" href="/trust-centre/setting-up">
    Where a completed DTAC form can be published for customers.
  </Card>

  <Card title="Framework progress" icon="circle-gauge" href="/frameworks/tracking-and-mapping">
    How the Requirements/Tasks split works across every framework.
  </Card>
</Columns>


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