Online Assessments

Summary:

1. Create a user account for the recipient who will be answering the questions.

2. Create an associated item, such as a supplier, risk, data privacy, or asset, depending on the use case.

3. Set up the dynamic status and trigger notifications to adjust the views.

4. Create or reuse an existing questionnaire, ensuring the audience, questionnaire, and result are well-defined.

5. Create and send out online assessments (OAs), customizing them and tracking the results.

6. Review the feedback using the same portal or the main portal, and set up notifications for comments and attachments.

7. Work with findings, if applicable, to set deadlines, owners, and send notifications.

8. Use CSV imports to quickly create suppliers, online assessments, and user accounts.