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Creating an assessment

Roles and permissions

The following roles can create an assessment:

  • Administrators

  • Compliance managers

Tip

For more information, see the Assessments video at the bottom of the page.

It’s important to note that you can only assess the controls or requirements you can access. You must be a member of the control to evaluate it or a member of the program to evaluate requirements.

To create an assessment:

  1. From the left menu, select Assessments.

  2. Click New.

    The Choose an assessment type window opens.

  3. Select the type of assessment you want to create.

  4. From the Define assessment details tab, do the following:

    1. Enter a name for the assessment

    2. Optionally, if you want to create the assessment based on a previous assessment, select the Create from a previous assessment checkbox

    3. Optionally, enter a description

  5. Click Next.

  6. Select the checkbox next to each control or requirement you want to assess. To narrow down search results, click the Filter icon in the upper-right corner. To select all controls or requirements, select the Select all checkbox in the upper-left corner.

  7. Click Next.

    Note

    Any changes you make are reflected in real-time back to the control or requirement you’re evaluating. You can change these at any time from the assessment Details tab.

  8. From the Select fields to change tab, select fields from the drop-down menu that you want to update as you go through your assessment.

  9. Click Create assessment.

  10. Click Go to assessment.

    You’re taken to the assessment dashboard where you’ll find information applicable to the assessment, such as progress and timeline.

Assessments video

Watch this short video to learn more about assessments.

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