Viewing and Linking Inventory Assessments

You can view, open, and link assessments for an inventory record on the Inventory Details screen.


The assessments tab of the Inventory Details screen.

For more information about inventory assessments, see Launching an inventory assessment.

Assessments can be linked to inventory records. Assessments which are launched from the inventory record are automatically linked. Assessments can be linked to an inventory record manually. 

To link an assessment to an inventory record

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Legal Entities or Vendors. The corresponding inventory list screen appears.

  2. Click on the name of the inventory record to which you want to link an assessment. The Inventory Details screen appears.

  3. Click the Context Menu icon in the header. The Context menu appears.

  4. Select Link Assessment. The Link Assessment modal appears.


  5. In the Template field, select the template of the assessment you want to link.
  6. In the Assessments field, select the assessments you want to link to the inventory record.
  7. Click the Link button.
Note:

You can also link an assessment to an inventory record by selecting Link Assessment on the Context menu for the record on the inventory list screen.