Complete an Assessment in Security Risk Management

Once the fieldwork for an assessment has been finalized, the assessment will be moved to a Review workflow state. From this state, assigned members of the Security Assessment Team user group can perform a final review of the assessment and close it. Once an assessment has been completed, it can be either archived or reassessed.

To close an assessment:

  1. Log into a user account that's been added to the Security Assessment Team user group. 

  2. Click the dropdown in the nav bar > Security Risk Management.The nav bar.
  3. Navigate to the Assessments tab.The Assessments tab.
  4. Click an assessment in the Review state to open the Fieldwork and Review form.The Fieldwork and Review form.
  5. Optional: Review and update the assessment as required. See the Finalize Fieldwork article for more detailed information about navigating the assessment.
  6. Click Finalize Audit.