The Assessments section allows you to create assessments based on predefined templates, manage participant roles, and oversee the review and approval process.
How to Create an Assessment:
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Navigate to the Assessment Section: Click on the "Assessment" tab from the main dashboard.
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Create Assessment: Select "Create Assessment" and choose an existing template from the template library.
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Assign Roles: Assign specific roles to individuals involved in the assessment process:
- Owner: The individual responsible for creating and distributing the assessment.
- Approver: The person who reviews responses, conducts risk analysis, and provides final approval.
- Respondents: The participants who will answer the assessment questions.
- Participants: Anyone involved in the process who may provide feedback or insights.
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Set Dates and Deadlines: Define when the assessment should be launched, when responses are due, and any deadlines for review and approval.
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Send Invitations: Automatically send out invitations to all assigned participants and respondents.