Manage an assessment
At the top of the Assessment page, click on the Locations button to view assessments according to location. Click the Definitions button to view assessments that correspond to each definition.
Export an assessment
Use the links on the right side of the assessment detail page to export the assessment definition to PDF, XLS, or CSV format.
Delete an assessment
To delete an assessment, locate the assessment on the Assessment page, hover over and click the small drop-down arrow for the assessment, and then click Delete. In the popup alert window, click OK to confirm.
Rate the assessment on the report
ComplyAssistant provides easy-to-use features for rating an assessment. This is done on the Assessment Report.
To access the report, locate the assessment on the Assessment page. Hover over the assessment link and click the small drop-down arrow to display a menu. Click View Report to display the report page for this assessment.
Editing question elements directly in the report
To edit a question directly from the report, hover over the answer for a question and then click the small pencil icon.
Comments and Email Notifications
At the bottom of each question section, you can post comments. Click the small drop-box arrow for Email Notifications and check/uncheck the boxes to specify which users will get email notifications of new comments.
Rating the Risk and Documented evidence
For each question, choose a Risk rating and indicate the extent of Documented Evidence.
Summary for Answers and Documented Evidence
At the top of the page, click the Questions & Answers tab to see charts that categorize the answers and the evidence.
Rule Risk Breakdown
At the top of the page, click the Rule Risk Breakdown tab to see the progress on completing the ratings.
Filtering
From the drop-downs, choose whether to display Notes or Attachments. Uncheck boxes to exclude information such as comments, tasks, and guidance. This can be helpful in reducing the size of any export for this report.
Export the report
At the top-right of the page, links are available to export either a Summary or full report to a PDF, XLS (Excel), or CSV file.
Publish the review
Click this link to lock the ratings so that the assignee may no longer modify the assessment.
NOTE: Administrators are able to unlock the assessment but other users cannot do so.
Related Articles
Manage an assessment definition
To manage an assessment definition, click the Definitions button on the Assessments page. Click the Manage Definitions link on the right and then click on a definition in the list. The Definition page displays summary information at the top, the list ...Assessment Answers
When answering questions on an assessment, the assignee will begin with the first question and proceed through the other questions. For each question, choose an Answer from a drop-down or multiple choice list. Optionally, add Notes, Attachments, and ...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 ...Start an assessment
After the assessment has been set up, the assignee can start the assessment. Follow the steps below: Go to the Assessments module and locate the assessment. Click the small drop-down arrow and then click the Start item in the menu. On the next page, ...Manage Threat Details
You can manage different information for Threats from within the Risk Register or Threat Library. From any Threat Detail page, you can export the information to PDF. This is available in the Threat Library and Risk Register. Within the Risk Register, ...