Evaluating controls and requirements
You’ll do the majority of your assessment work in the Evaluations tab. From here, you can assess your controls or requirements and record your findings. You also have the option to assign evaluation work to different members of your team. As always, you can communicate with team members about a particular evaluation via the Activity Feed.
Tip
You can also access active evaluations via Work items. From the left menu, select Work items, and then select the Evaluations tab.
Tip
For more information, see the Tutorial videos at the bottom of the page.
From the left menu, select Assessments.
Select your assessment.
Select the Evaluations tab.
If you selected controls to evaluate when you created your audit, you’ll see a list of evaluations that correspond with those controls.
Select an evaluation.
From the right pane, do any or all of the following:
Change the evaluation's status
Add a user to the evaluation
Enter a description
Change the assignee
Tip
This assignee refers to the person who evaluates the control. The owner of the control remains the same.
Set the priority
Enter the due date
Enter your findings
Link tasks and/or proof
Communicate via the Activity Feed
Archive the evaluation