Completing Assessments

Assessments are designed to assess compliance against an internal control or a regulatory requirement. If you are responsible for managing a business process, technical asset, vendor relationship, or some other organizational object, you may be asked to fill out an assessment. You complete your assigned assessments through the Search Results page. When completing an assessment, you can include question-specific comments to support your answers, attach supporting evidence, and delegate additional users to an assessment as needed.

After an assessment is completed and submitted, it then goes to the assigned Reviewer for review and approval.

Question formats

The following table describes the formats of questions you may be presented with as you fill out an assessment.

Format	Description
Attachment	This question type allows you to upload documents or images to provide supporting information or evidence.
Cross-Reference	This question type enables you to associate the questionnaire record you are filling out with records from another application or questionnaire. For example, you could answer the question "Who is responsible for monitoring the security of the server room?" by selecting a user from your related Contacts application.
Date	This question type allows you to enter or select a date value.
Numeric	This question type enables you to enter positive or negative numeric values.
Text	This question type allows you to provide a free-form response.
Values List	This question type allows you to select from a predefined list of answers.

Complete an assessment

1. Access the assessment you want to complete in one of the following ways:
   • If you received the questionnaire as an email attachment, click the link provided in the email.

   • From the Search Records page.

     1. From the menu bar, click solution .
     2. Click an application.
     3. Click Search.
     4. Perform a Search for the desired questionnaire.
     5. From the search results, select the assessment.

   • From the Workspace menu.

     1. From the menu bar, click solution .
     2. Click questionnaire name.
     3. Click , and click New Record.
2. In the Add New Record dialog box, click and select the record from the target application that you want to assess through the questionnaire record.
3. Click OK.
4. Click Apply.
5. Review the instructions listed in the Instructions section. These instructions explain how to complete the four sections of the assessment:
   1. Answer questions.
   2. Add comments.
   3. Change the status.
   4. Save or Exit the assessment.
6. Complete the appropriate fields in the General Information section.
7. Answer the questions provided in the assessment.
8. Add comments to questions as appropriate:
   1. Click next to the question and complete the appropriate fields in the Questionnaire Comments page.
   2. Click Save.

   Note: When a comment has been added to a question, the Comment icon changes from to .

9. Submit the questionnaire for approval:
   1. In the General Information section, select Submitted from the Submission Status list.
   2. Verify that the remaining fields in the General Information section are completed as appropriate.
   3. Click Submit.

   Note: If you are unable to complete an assessment, you can click Save and come back to it later.