The Groups section allows you to add the assessor groups. There is an initial assessor group created by default. Fill out the following fields in the Assessor Group Details section.

1. Name: Type the assessor group name in the text box.

   Note: The default assessor group name is "Assessors".

2. Assessor/Action Plan Reviewer: Select the role and assignment levels for the assessor and action plan reviewer.
   • Role: Select the Assessor/Action Plan Reviewer role.

     Note: See The Assessment Review Process for details in the Action Plan Reviewer role as it relates to the overall review process.

   • Discover Assignment: This field determines which level of role assignment will be used to pull users from that role into the scope of the assessment. Select any of the assignment types from Enterprise, Entity, and/or Object level. You can select multiple assignment levels per role.

     

     Note: See Manage Users and Assign Roles for more information on determining levels of role assignment.

3. Click Insert. The assessor group will be added to the Groups list and a tab will appear for the assessor group next to the assessor level tab.

   

4. Click Add Group to create additional assessment groups. You can add as many assessment groups as needed.

   Note: You cannot add assessors for anonymous assessments in Open mode.

1. Click Edit next to the assessor group in the Group list.

   

2. Modify the details in the Assessor Group Details section.
3. Click Update.

1. Click Delete next to the assessor group in the Group list.
2. Click OK to ensure deletion. The group will be removed from the list and the associated tab will be deleted.