Select the Default GRC context from the context menu.
Click the Workflow Management tab.
Select Assessments from the Assessment Management group.
Right-click the assessment folder where in you wish to house your assessment and select Add New Assessment. The assessment you create will automatically be housed in the Ad-hoc Assessments folder under that particular assessment folder.
Alternatively, expand the specific assessment folder, right-click the Ad-hoc Assessments folder and select Add New Assessment.to create you assessments.
Pages house and organize the questions and visual elements that define the content of your assessment. By default, a single page will be pre-created for you when you create the assessment which you can add questions to.
In addition, you can create presentation elements to add context and order to your assessment. For our use case, we have created an introduction page with two presentation elements:
An HTML Presentation Element and inserted text within the tags:
An Image Presentation Element that displays a graphic:
Here is the two elements together as it would appear on the final assessment:
Add Assessors
Once the assessment content has been created, the next step is to create the assessment groups and populate them with the potential assessors.
Click the Scope tab in the assessment setup screen..
Add Assessor Groups: There is an initial assessor group created by default. Fill out the name and action plan reviewer role, and click Insert.
Note: You are required to select an Action Plan Reviewer role. What role you select will not affect your assessment if you are not using action plans.
Assign Users: Click the Assessor tab, select the users you wish to add to the assessment from the left-hand window and click .
Note: You can create multiple assessor groups and levels of review for your assessment. Scope Tab - Standard Assessment for more information.
Create and Populate Invitation Lists (optional)
Once the groups have been created, objects scoped and roles assigned, the next step is to schedule distribution of the assessments through invitation groups in the Invitations tab. The invitations for assessors will be created automatically and the Persons to Invite list in the invitations tab will be updated based on the assessors scoped in.
This tab defines who will be taking the assessment. Based on the users scoped in, the Person to Invite list automatically gets populated with list of assessors.
For an object-based assessment, assessors are determined through the Assessor role selected in the Scope tab of the setup screen of the assessment. The Persons to Invite tab will provide a read-only display of the assessors.
Sending of invitations to people previously invited: Allows you to send multiple invitation emails to a single person. Select from one of the three options:
Do not send to people invited previously: No emails will be sent to a previously invited assessor.
Send only to invitees who have not responded and to new invitees: Invitations will only be sent to uninvited assessors and previously invited assessors who have not yet responded to the assessment. Note that assessors who have started but not completed the assessment will not be invited.
Send invitations even if respondents were invited previously: Multiple invitations to the same respondents will be sent, regardless of whether they have responded to the assessment or not.
Invitation responded when: Select one of the radio buttons determine when the assessor has sufficiently responded to the invitation.
Invitation link is clicked in email
A question is answered
Assessment
Once the assessor completes an assessment, the Reviewer will be notified by an email based on the email template of the ‘Reviewer’ group. The Persons to Invite list of the Reviewer group gets updated.
When the reviewer reopens the assessment, the assessors will be notified by an email based on the email template of the ‘Reopen’ group. The Persons to invite list of Reopen group gets updated.
Once the reopened assessment is re-submitted by any of the assessors, the next level reviewer will be notified by an email based on email template of the ‘Resubmit’ group. The Persons to invite list of Resubmit group gets updated.
Note: The clients upgrading to v4.2 will have the same Persons to Invite list as it was available in the invitation group prior to upgrade. The Reviewer, Reopen, Resubmitted invitation groups will not contain any values in the ‘Person to Invite’ list by default.
Note: This is an optional step. Email invitations are not required. Assessors can access their Assessments from the My Assessments page or from the Favorites and Action Items menu.
Deploy the Assessment
Set the status of your assessment to Open from the assessment hierarchy or Deployment tab. Invitation emails will be sent to the assessors, who can also access the assessment from within the Governance Portal.
Note: See Complete the Assessment for more information on how assessors access and complete assessments.
Add New Assessment. The assessment you create will automatically be housed in the Ad-hoc Assessments folder under that particular assessment folder.
New Assessment Page to create additional pages, if necessary.
Add Visual Elements (optional)
