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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.

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png

    If you selected controls to evaluate when you created your audit, you’ll see a list of evaluations that correspond with those controls.

  4. Select an evaluation.

  5. From the right pane, do any or all of the following:

    1. Change the evaluation's status

    2. Add a user to the evaluation

    3. Enter a description

    4. Change the assignee

      Tip

      This assignee refers to the person who evaluates the control. The owner of the control remains the same.

    5. Set the priority

    6. Enter the due date

    7. Enter your findings

    8. Link tasks, proof, or issues

    9. Communicate via the Activity Feed

    10. Archive the evaluation

Tutorial videos

Requirement assessments and evaluations

Control assessments and evaluations