Adding, Editing, and Deleting Rules

Field

Description

Inherent Risk Score

Select the level of risk you want created.

Risk category

Enter or select the categories into which the risk falls.

Threat

Select the threat(s) the risk poses to your company.

Vulnerability

Select the vulnerability of the company to the risk.

Risk owners

Select the name(s) of the individual(s) responsible for remedying the risk.

Risk approver

Select the name of the person responsible for approving the risk.

Description

Enter a description of the risk.

Treatment plan

Enter a treatment plan for how to mitigate the risk.

Add risk control

Select the control(s) that you want to implement as part of the mitigation process.

Field

Description

Action

Select Send assessment upon approval to automatically launch an additional assessment when the specified conditions are met.

Select Send assessment upon submission to automatically launch an additional assessment when the specified conditions are met.

Note:

When an approved assessment launches a follow‑up assessment that is later deleted, re‑approving the original assessment will not relaunch the follow‑up unless the deleted assessment is also removed from the recycle bin, as the rule will not retrigger if the deleted item still exists.

Note:

When either action launches a follow-up assessment, respondents are assigned to the assessment as a whole. The rule does not support assigning respondents to individual sections. As a result, Consecutive section completion is not enforced for assessments launched by these actions.

Template name

Select the template you want to use to launch the follow up assessment.

Approver

Select Current assessment's approver to have the follow-up assessment be assigned to the same approver as the primary assessment.

Select System user to choose and assign the follow-up assessment to system users (who have adequate permissions). The displayed users and groups are based on the selected organization level.

Note:

System user can only be selected if an organization is selected.

Select Unassigned to not automatically assign an approver for the follow-up assessment. An approver can be added later, after the assessment is launched.

Respondent

Select Current assessment's respondent to assign the follow-up assessment to the same respondent as the primary assessment.

Select Current assessment's approver to assign the follow-up assessment to the approver of the primary assessment.

Select System user to choose and assign the follow-up assessment to system users (who have adequate permissions). The displayed users and groups are based on the selected organization level.

Note:

System user can only be selected if an organization is selected.

Tip:

You can select multiple options as needed.

For example, you can select System users along with Current assessment respondent to send the follow-up assessment to specific system users and the current respondent.

Select User attribute to view supported attributes for the Inventory question added in the template, which enables further customization of the assessment respondents.

Organization

Select the Organization associated with the follow-up assessment to determine the email branding for the assessment.

If no organization is selected, the email branding will follow the parent assessment organization.

Note:

Changes to the associated organization will reset any Respondent fields configured with System user.

System user can only be selected if an organization is selected.

Require confirmation upon approval

Enable this setting to require the approver of the assessment to confirm a follow-up assessment needs to be sent.

Note:

This setting is only available if the Send assessment upon approval action is selected.

Automatically approve assessment

Enable this setting to automatically approve the primary assessment when the follow-up assessment is sent.

Note:

This setting is only available if the Send assessment upon submission action is selected.

Field

Description

Action

Select Add approvers upon creation to automatically add certain approver(s) when the assessment is launched from a specified organizational group.

Select Add approvers upon submission to automatically add additional approvers to an assessment when the specified conditions are met.

Select Add approvers upon stage change to automatically add additional approvers to all review stages (Assessments Current Workflow) or specific stages of an assessment when the assessment advances to the designated stage.

Note:

Add approvers upon stage change is only applicable to Question and Response count triggers. You can select individual users or user groups as approvers.

Workflow

Select a workflow.

Note:

Only applicable to Add approvers upon stage change.

Stage

Select a stage or multiple stages.

Note:

Only applicable to Add approvers upon stage change.

Approver

Select the approver that you want to be assigned by the rule.

Click Add and Remove icons to add and remove approvers.

Field

Description

Results

Select auto-complete assessment to automatically Approve or Reject the assessment based on the users condition rules.

Result Comments

Enter comments regarding your review.

This will be included in a notification to assignees (respondents and approvers) as well as, in the assessment details.

Field

Description

Workflow

Select a workflow.

Stage

Select the stage to which you want to skip.

For more information, see Skip to Stage FAQ.

Field

Description

Select Question

Select the question on which justification will be required when the rule is triggered.