Assessments allows users to collect, review, and assess object data (e.g., audit, investigation, control assessment, etc.) continuously or from a particular point in time using dimensions (e.g., locations, business units, quarters, etc.).
Though there are some additional features and configurations, assessments have a functionality like object types. With assessments you can:
- Configure their workflows
- Add components
- Create configurable forms or data visualizations
- Create an assessment object through an activity or Quick Create
- Add them to object type groups, roles, actions, or views
- Search for assessment objects
- Create or update assessment data through Data Import.
The data added to an assessment is defined by a focus object type (similar to an anchor on a data visualization), a data definition (also similar to data definitions on a data visualization) and dimensions (which help you categorize the data). Assessments are then added to an action where users can input the assessment name. A navigation form is then launched, which allows users to view, filter, and explore objects to add to the assessment, before creation (launch). See the Scope & Launch Overview article for more information.
|Your organization has a number of compliance processes in place. To ensure the processes and their controls are effective, they must be regularly reviewed by each office location. To do this, you would create an assessment, titled Control Assessment, with the Process object type as the focus. Through the data definition, you select the Control object type which is related to Process through a relationship, then create a Location custom dimension, with an option for each office location in your company. |
Lastly, you add components to the assessment, just as you would for an object type, which includes a select list that summarizes the overall effectiveness of the controls. Once the new assessment has been added to an action, users can generate assessment data based on a selected process, location, and control, then determine if the controls are effective based on the formula.