The Interviews Tab
The Interviews tab on the Assessment Hub lists every interview scheduled or completed for the engagement:| Column | Description |
|---|---|
| Title | Interview name (e.g., “Network Engineering — Firewall Review”) |
| Interviewee | Name and role of the person being interviewed |
| Scheduled | Date and time of the interview |
| Status | Scheduled / In Progress / Completed |
| Requirements | PCI DSS requirements covered |
| Actions | Open session, export PDF, delete |
The Interview Session Page
The session page is purpose-built for conducting an interview in real time. It has three main regions:Session header
Interview title, interviewee, date, and overall status. A Start Session / End Session toggle records when the interview began and ended.
Question table
A sortable, drag-and-drop table listing every interview question, grouped by PCI DSS section. Each row has:
- Checkbox for marking the question as “covered”
- Drag handle for reordering
- Question text
- Response field (inline textarea, expandable)
- Linked PCI requirement ID
Grouping and Filtering
Questions are grouped by PCI DSS section with collapsible headers. Each group shows a count of questions answered versus total, so the interviewer can see progress at a glance. Sections can be expanded or collapsed individually.Reordering
Questions can be dragged and dropped to reorder within a section. The order is saved and reflected in the final PDF export. This is useful when a conversation naturally flows between topics and you want the transcript to match the actual discussion order.Transcript Import
If an interview was recorded externally (Zoom, Google Meet, Teams), paste the full transcript into the Import Transcript modal and Kliper will attempt to seed the question responses from the transcript text. The assessor reviews and refines — it’s a starting point, not a replacement.Cortex Analysis
At the end of a session, clicking Analyze with Cortex runs a structured analysis of the recorded responses:Context gathering
Cortex pulls every answered question, the linked PCI requirements, and any existing assessment answers for those requirements.
Structured analysis
Cortex produces a structured breakdown:
- Summary — one-paragraph recap of what was discussed
- Per-requirement findings — for each PCI requirement covered, what the interviewee said and whether it supports “In Place”, “Not in Place”, or “More Evidence Needed”
- Follow-up actions — open questions, evidence to request, and tasks to create
- Risks flagged — statements that suggest non-compliance or weak controls
PDF Export
Every interview session can be exported as a PDF. The export includes:- Session metadata (title, interviewee, date, assessor)
- Full question-and-response transcript in the order shown on the session page
- Cortex analysis (if run) as an appendix
- Kliper branding and footer with page numbers
- Evidence submission — attach the PDF to an evidence request as the interview record
- QA review — the QA reviewer sees exactly what was asked and answered
- Client deliverable — share the transcript with the interviewee for sign-off
Workflow Tips
Before the interview
Before the interview
- Pre-populate the question table with the PCI DSS sections you plan to cover. Kliper includes templated question banks for common requirements.
- Confirm the interviewee’s role and scope of knowledge. The interview title should be specific (“Network Engineering — Firewall Review” beats “IT Interview”).
- Set the scheduled time so the session header reflects reality.
During the interview
During the interview
- Start the session at the beginning of the call to timestamp it.
- Type responses into each question’s textarea as the conversation flows. Cortex’s reorder feature lets you follow the natural discussion order rather than forcing a rigid script.
- Use the checkbox to mark questions as “covered” even if the response is brief — it helps you see what’s left.
After the interview
After the interview
- End the session to lock the timestamp.
- Run Cortex analysis immediately while the context is fresh.
- Export the PDF and attach it to the relevant evidence request or requirement.
- Convert follow-ups into tasks or evidence requests directly from the analysis sidebar.