Who is this article for?

Users who need to set up Assessments for their organisation.

Audits_AuditFile_Createor higher permissions are required.

Assessments can be carried out to periodically check compliance and suggest improvements to risk management. This article will walk you through how to set them up.

In this article:

1. Assessments list
2. Creating an Assessment
3. Editing an Assessment
4. Duplicating an Assessment
5. Deactivating an Assessment
6. Deleting an Assessment
7. Further reading

1. Assessments list

To access Assessments:

1. Open the Go To... menu.
2. Hover over 'Assessments'.
3. Select 'Assessments' (under 'Find Items').

You will be taken to an overview page with all open Assessments:

Once you've assigned Assessments to a year group, you'll be able to view them in a hierarchy view by selecting 'Assessments Browser' from the 'Assessments' menu.

2. Creating an Assessment

To create an Assessment:

1. Open the Assessments list.
2. Click 'Assessments▼'.
3. Select 'New Assessment'.
   You will be asked to fill out the details of the Assessment.
4. Click 'Save & Close'.

Once the page refreshes, you will see the Assessment notebook where you can build it further.

Click on the individual headers across the available tabs to add items that will help you complete the Assessment.

3. Editing an Assessment

To edit a Risk:

1. Open the Assessments list.
2. Select the hyperlinked Title of the Risk you want to modify.
   This will take you to its notebook.
3. Click 'Assessment Name▼'.
4. Select 'Edit'.

From here, you can change the Code, Title, Description, and Assurance settings.

4. Duplicating an Assessment

To create an Assessment with the same settings:

1. Open the Assessments list.
2. Right-click the Assessment you want to copy.
3. Select 'Duplicate'.
   You will be asked to enter the Code and Title for the new Assessment.
4. Click 'Duplicate'.

You will be taken back to the Assessments list, with the newly created Assessment highlighted.

5. Deactivating an Assessment

To deactivate a Risk:

1. Open the Assessments list.
2. Right-click the Assessment you want to deactivate.
3. Select 'Deactivate'.
   You'll be prompted to confirm that you want to go ahead.
4. Click 'Deactivate'.

Deactivated Assessments will still appear in the list if the 'Show Inactive Assessments' filter is ticked under 'Refine your search'.

To reactivate an item, follow the steps above and select 'Reactivate' from the menu.

6. Deleting an Assessment

To delete a Risk:

1. Open the Assessments list.
2. Right-click the Assessment you want to remove.
3. Select 'Delete'.
   You'll be prompted to confirm that you want to complete the request.
4. Click 'Delete'.

7. Further reading

• Creating and updating Recommendations
• Scheduling and carrying out a Risk Assessment