Create a question library
A question library is a set of questions that can be reused across many assessments. A question may also feature a question reference and question mapping.
Types of question libraries:
Only account administrators or users granted access to the question library administration section can add question libraries.
Follow these steps to create a question library:
Hover over Account Settings.
Click Question Libraries.
Click New Question Library in the action box.
Name your question library in the Name field.
Describe your question library in the Description field.
Choose a compliance Category.
Click the Submit button.
A new page will appear that describes the new question library. On this page, you can add questions, edit the question library summary information, clone the library and export the library to several different formats.
Add a question to a library
It is not possible to add questions to a question library that is System defined. Follow these steps to add a question to a library: Click Add Questions to display a new question panel. Type in the Question and use the toolbar to format the text of ...
Clone a question library
By cloning a question library, you make a copy of it that you can edit. You can make a clone of any question library, including system-defined libraries. Follow these steps to clone a question library: Click on the library link to access the ...
Create an Event
ComplyAssistant's Event function allows you to capture incidents, issues, and complaints consistently. You can also receive guidance on whether the incident is a breach and needs to be reported. Follow these steps to create an event: Click Events in ...
Create and Assign a Task
You can create a task and optionally assign it to one or more people. Besides creating general action items, you can create tasks related directly to other compliance items. See Types of Tasks in the Overview for more info. To create and assign a ...
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. At the top of any page, click Assessments. Click the Create new definition link to ...