Standard Assessment Setup

Standard assessment are the most common type of assessment and can facilitate a variety of use cases. The Setup tab is where you configure the basic configuration, attributes, display and behavior of your standard assessment.

Note: You create a standard assessment by selecting "Standard" from the Assessment Type field when creating the assessment. See Add an Assessment for details.

Access the Setup Screen.

1. Access the Assessment Hierarchy.
   1. Select the Default GRC context from the context menu.
   2. Click the Workflow Management tab.
   3. Select Assessments from the Assessment Management group.

      

   

2. Right-click the assessment you wish to update and click Setup.
3. Alternatively, right-click the default assessment folder (Ad-hoc Assessments or Templates) where your assessment is housed, and select View Assessment.

   Note: You will not see the View Assessment icon on right-clicking the main assessment folder.

4. Mark the checkbox next to the assessment and click Setup in the top navigation bar.
5. Fill out the following tabs in the Assessment screen. When finished, click Save to return to the Assessment List.
   1. Select the Default GRC context from the context menu.
   2. Click the Workflow Management tab.
   3. Select Assessments from the Assessment Management group.

      

   Notes: Standard assessments do not utilize or transfer Governance Portal data. Standard assessment setup differs from an object based assessment. See Object Based Assessment Setup for more information on setting up an object based assessment.

Main Tab

Assessment Tab

Questions Tab

Invitations Tab

Responses Tab

IP Addresses Tab

Deployment Tab

Completion Tab