Creating an Assessment

The owner creates an assessment by adding questions and assigning a respondent and approver. They also decide who can flag risks during the process.

To create an assessment, follow these steps:

1. Navigate to the Assessment Automation >> Assessment.
2. Click Create Assessment.
3. Enter assessment details:
   • Assessment Name
   • Due Date
   • Template
   • Template Version
   • Participants
   • Respondents
   • Approver: You can select approvers upto 4 levels.

   Note: The assessment should have at least one approver by default.

   • Description
   • Risk Profile Access: Assessment owners can configure risk flag access for each assessment, controlling both visibility and editing rights in the Risk Profile section.
     Select who can view and edit the Risk Profile Access:
     • Respondent only: The Respondent can view and edit the Risk Profile; the Approver can view it but not edit.
     • Approver only: Only the Approver can view and edit the Risk Profile section.
     • Respondent and Approver: Both can view and edit the same Risk Profile, with the Approver able to modify details filled by the Respondent.
   • Reminder: Select when you want to send the reminder that is Daily, Weekly, Monthly, Quarterly.
   • Select start date for the reminder and add add email content which would be visible with the reminder.
4. Click Publish.

Important:

• An approver can add or edit risk details if they have been granted edit access to the risk profile. However, once a question is approved, it becomes locked and cannot be modified.
• Once an assessment is in progress, the created assessment cannot be edited.
• Participants have view-only access to all actions performed by both approvers and respondents.