Assessments

Assessments are created to measure knowledge, skills, performance, or outcomes, identify strengths and weaknesses, and support improvement and decision-making

The Assessments section allows you to create assessments based on predefined templates, manage participant roles, and oversee the review and approval process.

Assessment User Role

A new role called Assessment User has been introduced specifically for the assessment workflow. This role has restricted permissions and is limited to assessment activities.
An Assessment User can participate in the flow as an approver, respondent, or participant, depending on how the owner assigns them. Outside of assessments, this role does not have broader access or permissions in the app.

User Actions on Assessment

You can perform following actions once assessment is created:

• Re-assessment
• View Assessment
• Export Assessment
• View More (about Assessment)

Re-assessment

To learn more about re-assessment, refer to Re-assessment.

View Assessment

View assessment enables you to view assessment.

To view the assessment, follow these steps:

1. From the left navigation pane, go to Assessment Automation >> Assessments.
2. Select the assessment which you want view and click .

Export Assessment

You can export the assessment as a PDF.

To export the assessment, follow these steps:

1. From the left navigation pane, go to Assessment Automation >> Assessments.
2. Select the assessment which you want export and click .

The assessment is downloaded as a PDF.

View More

You can view the assessment details such as Assessment Name, Template Name, Template Version, Status, Remaining Time, Owner Name, Approvers, Respondents, Participants, Due Date and, Created Date.

To view the assessment details, follow these steps:

1. From the left navigation pane, go to Assessment Automation >> Assessments.
2. Select the assessment whose details you want view and click .

The Assessment Details pop up appears.

Assessment Flow

Typical flow of assessment is:

1. Owner Creates Assessment
   • Defines questions.
   • Selects whether respondent, approver, or both can flag risks.
   • Assigns roles (respondent and approver).
2. Respondent Answers and Flags Risks
   • Responds to each question.
   • Flags risks where applicable.
   • Uses the 3×3 risk matrix to assign severity (High, Medium, Low).
   • Submits responses.
3. Approver Reviews Assessment
   • Sees flagged risks and severity ratings.
   • Adds comments and verdicts.
   • Chooses to approve, reject, or request remediation
4. Pending Remediation (if requested)
   • Respondent revises answers or provides more details.
   • Resubmits assessment.
   • Approver reviews again and finalizes decision.