Launching Control Assessments

There are several ways to launch control assessments within the application. This article will explain various ways to assess controls from the IT & Security Risk Management module.

To launch from an inventory record

Important:

The user Must configure a template containing control and control attribute questions before launching control assessments. For more information, see Configuring Templates for Control Assessments.

  1. On the IT & Security Risk Management menu, select the Inventory tab.
    Note:

    You can choose any of the inventories to launch your assessment (Assets, Processing Activities, Entities, and Vendors).

  2. Select the inventory you want to launch the assessment. The Corresponding Inventory screen appears.

  3. Select the Controls tab.
  4. Select the checkboxes of the controls that you want to assess.
  5. Select Launch Assessment in the highlighted blue banner. The Select an option modal appears.


    Note:

    Launch a single assessment on all selected controls - This option will allow the user to launch a single assessment that includes all the controls selected.

    Launch one assessment per selected control - This option will allow the user to launch one assessment for every control selected.

  6. Click the Continue button. The Create Assessments screen appears.

  7. Complete the fields. For more information, see Create Assessments Screen Reference.
  8. Click the Create & Send button.
    Note:

    Controls and controls attribute details will be prepopulated on the assessment.

Create Assessments Screen Reference



Field
Description
Assessment Name

Enter a name for the assessment.

Template

Select the template you want launch the assessment.

Deadline

Select a due date for the assessment.

Reminder

Ender the number of days before the deadline which the respondent(s) can be reminded to complete the assessment.

Approver

Select the approver(s) for the assessment.

Approvers must be at and above the assessment's organization.

Respondent

Select the respondent(s) for the assessment or enter the email of a respondent who is not a OneTrust user.

Respondent(s) must be at and below the assessment's organization.

Respondent(s) added by their email address can only access the assessment via the link in the email.

To launch from the control implementation list

  1. On the IT & Security Risk Management menu, select the Controls tab.
  2. Select the Context menu of the control you want to assess.
  3. Select the Launch Assessment option on the context menu. The Create Assessments screen appears.

  4. Complete the fields. For more information, see Create Assessments Screen Reference.
  5. Click the Create & Send button.

To launch a control self-assessment

  1. On the IT & Security Risk Management menu, select the Controls tab.
  2. Select the ID of the control you want to assess. The Control Details screen appears.

  3. Click the Launch Self-Assessment button. The Create Assessments screen appears.

  4. Complete the fields. For more information, see Create Assessments Screen Reference.
  5. Click the Create & Send button.

To bulk launch control assessments

  1. On the Inventory Details screen of an inventory, select the Controls tab or go to the Controls tab on the IT & Security Risk Management side menu.
    Note:

    Users have the ability to bulk launch Control Assessments from the Inventory Record and the Control Implementation List.

  2. Select more than one of the checkboxes on the control of your choice.
  3. Click the Launch Assessment button on the highlighted header. The Select an Option modal will appear.


    Note:

    Launch a single assessment on all selected controls - This option will allow the user to launch a single assessment that includes all the controls selected.

    Launch one assessment per selected control - This option will allow the user to launch one assessment for every control selected.

  4. Click the Continue button. The Create Assessments screen appears.


  5. Complete the fields. For more information, see Create Assessments Screen Reference.
  6. Click the Apply All button.
  7. Click the Create & Send button.