Overview

Bulk assessment launch will enable users to launch multiple assessments of the same type and scope by importing a template via an Excel file.

User Account Requirements

Users must have the Bulk Create permission for a given assessment type in order to use the Bulk Assessment launch.

For more information on using assessments in Resolver, please refer to the Assessments section.

For more information on configuring permissions, please refer to the Workflow Permissions article.

Bulk assessment launch will only work for assessments that meet the following criteria:

The assessment type must have a data definition and at least one dimension (object type or custom)
The assessment must be a Navigation form type
The form must have the following elements:
- Assessment context (object type and custom dimension)
- Assessment dimension
- Open assessment scoping
The form must not have multiple initial scoping buttons

From the Home screen, click the Home dropdown menu.

Home Dropdown Menu

From the Home dropdown menu, click Risk Management.

Risk Management Application

From the Create a New Risk Assessment screen, click the Multiple Assessments tab.

Multiple Assessments Tab

Under the Step One section, click the Export button to export a blank assessment template.

Export Button

Navigate to the Download folder on your PC and look for a filename with this naming convention: <date of export><orgid>multipleassessmentlaunch.xlsx
The blank assessment template file consists of three worksheets:
- Guidance: This worksheet explains how to use the template to execute bulk assessment launch. It also includes some basic information on the assessment type this file launches and the expected inputs for the remaining worksheets.
- Assessments: This worksheet is used to fill in the fields required for assessment creation. Each row on this sheet will launch one assessment. The Risk Assessment Name field and the dimension and custom dimension fields are mandatory.
- Scope: Each assessment in a bulk launch will have the same scope as defined on this worksheet. To configure this worksheet, type an ‘X' beside each object to include in scope for the assessment launch. If a user accidentally omits a parent object of one of the selected objects, Resolver will automatically include any parent objects required to complete that branch's hierarchy when launching the assessments.

Fill in the necessary information and save the file to your PC.
Back in Resolver, under the Step Two section, click the Verify file only checkbox to check the data was entered correctly before uploading the file.

Verify File Only Checkbox
- The Verify File Only checkbox will perform a test import without altering your data. It shows you any existing template errors and what specific fields they’re occurring on. This practice will help reduce any possible confusion and you having to review your spreadsheet line by line if errors are reported.
If there are no file errors detected, drag and drop the file to the upload area or click the area to find and open the file for upload.

Assessment Import Upload Area

Note:
Ensure the Verify File Only checkbox is de-selected before uploading.
If needed, correct any errors on the spreadsheet, save your changes, then re-upload the file.
Once the file is loaded, it may be placed in a queue if there is already an assessment in process.
Note:
Individual assessments are prioritized over bulk assessments since these can take longer.

When a bulk assessment is being processed, the notification will show the name of all individual assessments being launched. Beside each individual assessment, the following status badges will appear as the assessment runs:
- Completed means the assessment was successfully launched
- Failed means the assessment launch was failed
- In progress has an animated ellipsis
- There is no indicator for an assessment that hasn't been started