Launch an Assessment

Assessments are used to evaluate your organization's requirements and controls against compliance frameworks for a particular business unit. Only users in the Compliance Team user group can launch assessments. A completed Launch Compliance Assessment form

To launch an assessment:

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

  2. Click the dropdown in the nav bar > Compliance Management. By default, the Determine Applicability tab is selected.The nav bar.
  3. Click Launch Compliance AssessmentThe Create Compliance Assessment button in the Manage Compliance Assessments tab.
  4. Enter a name for the assessment in the Compliance Assessment Name field. The Launch Compliance Assessment form.
  5. Begin typing keywords in the Company field to display a list of available options, then click to select the appropriate company.
  6. Begin typing keywords in the Business Unit field to display a list of available options, then click to select the appropriate business unit.
  7. Begin typing keywords in the second Business Unit field to display a list of searchable tags. Select the one that matches the previous field.
  8. Click Create to display the Launch Compliance Assessment page.
  9. Click one of the following buttons:
    •  Applicability Scoping: Define which frameworks, topics, sub topics, requirements, etc. should be included in the assessment. See Scope an Assessment  It's recommended that an assessment is scoped immediately after launch; however, it can be accessed and scoped later in Compliance Management > Determine Applicability > Review Compliance Assessment
    • Start Compliance Assessment: Move the assessment to the In Progress stage.