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.
The user who creates an assessment becomes the Owner of the same by default. - 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 has access to ongoing assessments only. The participants have ‘View Only’ access./li>
- Owner: The individual responsible for creating and distributing the assessment.
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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.
How to respond an Assessment:
The Respondents will receive the Assessment details via email. They will have to navigate to the assessment via the link in the email and provide their responses to the questions that are mentioned in the assessments.
Once all the answers are filled in, click the Submit button to submit the assessment.
How to approve/reject an Assessment:
Once the respondents submit their assessments, those will be reflecting in the Approver’s dashboard. The same will also be notified via email.
Here, the approver can open the assessment, click the downward arrow sign available at the right corner of every question and provide the verdict by clicking the Verdict dropdown. Here,the approvers can choose to Approve, Ask for more Details, or Reject the responses.
After submitting the question verdicts, the approvers can submit their response for the assessment.
**Note** : The respondents will receive the email notifications for the assessments approved or rejected, or if the assessment needs to be re-answered.