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Evaluating controls and requirements

Roles and permissions

The following roles can evaluate controls and requirements:

  • Anyone with manager permissions for the assessment

  • Anyone with manager permissions on the evaluation

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

Active evaluations can also be accessed via Work items. From the left menu, select Work items, then select the Evaluations tab.

Tip

For more information, see the Tutorial videos at the bottom of the page.

To evaluate controls or requirements:

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png

    A list of evaluations corresponding with the assessment’s controls or requirements is displayed.

  4. Select the evaluation you want to assess.

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

    1. Change the status of the evaluation

    2. Add a user or group to the evaluation

    3. Click the facepile to manage user permissions for the evaluation

    4. Hover over the evaluation reference to edit it. Note that Evaluation 1 and Evaluation 2 in Assessment 1, for example, cannot have the same reference value, but Evaluation 111 in Assessment 2 and Evaluation 1 can. The value can be empty; this does not affect uniqueness.

    5. Hover over the current description to change it

    6. Expand the Details section and do any or all of the following:

      1. Set the evaluation priority

      2. View the evaluation source

      3. Enter the due date

      4. View the Created on and Updated on dates

      5. Enter your observations

    7. Expand the Assignee section and do any or all of the following:

      1. Assign the evaluation to a user or group

      2. Change the current assignee or group

    8. Expand the Evaluating section and do any or all of the following:

      1. Link objects to the evaluation

      2. Link a task to the evaluation

      3. Link related issues to the evaluation

      4. Link proof to the evaluation

        Tip

        Proof that is indirectly linked to the evaluation is shown with a Indirect link icon.

        evaluations-indirect-link.png

    9. Communicate with team members via the Activity Feed

    10. Archive the evaluation

    Tip

    Looking to score controls (either numerically or categorically)? Create a custom field on your evaluations.

Tutorial videos

Requirement assessments and evaluations

Control assessments and evaluations

In this section: