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Evaluating controls and requirements

Roles and permissions

The following roles can evaluate controls and requirements:

  • Administrators

  • Compliance managers who are managers of the evaluation

  • Users who are managers of 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.

Evaluations can be edited individually or in bulk.

Note

You can also access evaluations via Work items. From the left menu, select Work items, and then select the Evaluations tab.

Editing a single evaluation

  1. From the left menu, Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png
  4. Select the evaluation.

  5. The following information can be edited via the right pane: status, title, description, priority, assignee, due date, created on date, updated on date, source, observations, affected objects (link a new or existing object), tasks (link a new task), and proof (link new proof or unlink existing proof).

    Statuses

    • Not started - Work on the issue has not yet started

    • In progress - The evaluation is currently being worked on

    • Submitted - The evaluation has been submitted to the auditor for review

    • In review - The auditor is reviewing the evaluation

    • Approved - The evaluation has been reviewed and approved by the auditor

    • Closed - There is no more work to be done on the evaluation

  6. Collaborate with other members of the evaluation via the evaluation's Activity Feed.

Tip

Looking to score controls (either numerically or categorically)? Contact an administrator to create a custom field on your evaluations.

Evaluating multiple evaluations at once

  1. From the left menu, select Assessments.

  2. Select your assessment.

  3. Select the Evaluations tab.

    evaluations-tab-generic.png
  4. Select the checkboxes next to the evaluations you want to edit. To select all evaluations, select the All checkbox in the upper-left corner of the grid.

  5. Edit any of the following: status, due date, assignee, and/or priority.