Complete an Assessment - The Basics

The steps below outline how a basic assessment is completed.

Note: A basic assessment does not have a review process. More advanced assessments with one or more reviewers assigned can have multiple levels of review.

Access the Assessment

Assessors can access the assessment via:

• Assessment URL – Can be accessed via email invitation or from the Assessment Hierarchy. Clicking this link will open the assessment in a separate window.
  1. Select the Default GRC context from the context menu.
  2. Click the Workflow Management tab.
  3. Select Assessments from the Assessment Management group.

     

  

• My Assessments – The My Assessment page lists all of the assessments assigned to you. Click the hyperlink in the list for the assessment you wish to complete.
• Favorites and Action Items Menu - All pending assessments assigned to you are available under the Assessment Management node within the Action Items list.

  Note: See Action Items for more information.

  Complete the Assessment

All assessments will require the assessor to answer a series of questions, provide additional comments & upload supporting attachments, if any.

1. Click the Forward and Back arrows to toggle between pages in the assessment.
2. Comments/Attachments: Often an assessor may have to enter additional comments and upload attachments. This can vary depending on the type of question.
   • For Matrix Based or Dual Object Matrix Based questions, click Comments to enter your comments and or Attachments to upload attachments. When displayed with the following color codes:
     • Green: Comments or attachments have been submitted by a previous assessor and can be reviewed.
     • Red: Comments or attachments are required.
     • No Color: Comments or attachments are optional.
   • For all other questions, enter comments in the text area and browse for attachments by clicking the Browse button.

     Note: Hold down the Shift and Ctrl key to select multiple attachments.

3. When a standard assessment is completed, you will be presented with a completion page and/or a completion email. However, if one or more reviewers are assigned to the standard assessment, the assessment is subject to the review process.
4. After an object-based assessment is initially completed, it is subject to the review process.

   Note: See Assessment Review for details on reviewing an object based assessment.