Create a new assessment definition - Knowledge Base - ComplyAssistant

Create a new assessment definition

In the Assessments module, you can choose an existing definition, but you may find the need to create a new definition.

Follow these steps to create a new definition. 

  1. At the top of any page, click Assessments.

  2. Click the Create new definition link to the right.

  3. On the Create New Assessment page, add a Name and Description. Choose the Frequency at which the assessment alert will be sent. Choose a Priority, which is an indication of the importance to the organization.

    Choose a Category, which determines which question sets are presented in the next step. If there is no Question Library in the account for a Category, the Category will not appear in the assessment definition selection. Custom Questions Libraries can be created or additional Questions Libraries can be requested from your ComplyAssistant account manager.

  4. In the Users field, type in the names of users who will receive alerts when assessment reports for this definition are published.

  5. At the bottom of the page, click Submit (or Submit and Add Files).

  6. On the next page, choose one or more question libraries. A list of questions will appear. Uncheck boxes to remove questions that you don’t want to include in this definition.

  7. You can also customize the definition by filtering. In the upper-right corner, click Filter by Rules. In the popup window, check the boxes for the items/sections from which you want to draw questions for the definition. Click the Submit button to close the popup window. The list of questions will reflect the choices you made in the popup window.

  8. Scroll to the bottom of the page and click the Submit button.

After creating an assessment definition, it is available to be assigned out as many times as you need

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