Launching Inventory Assessments in Bulk

You can launch assessments for multiple inventory records at one time. 

To bulk launch inventory assessments

  1. On the Data Mapping Automation menu, select Assets,  Processing activities, Entities, or Vendors. The inventory appears.

  2. Select the check boxes for the inventory records you want to assess. 


  3. Click the Launch assessment button. The Create sssessments screen appears.


  4. Complete the fields for each assessment or use the Bulk edits option to set up the assessments you want to launch. For more information, see Create Assessment Screen Reference and Bulk Edits Screen Reference.
    Note:

    You can only use Bulk edits to set up approvers and respondents when all of the selected inventory records are managed by the same organizational group.

  5. Click the Create & Send button.

Create Assessment Screen Reference



Field
Description
Assessment name

Enter a name for the assessment you want to launch.

Template

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

Deadline

Select a deadline for the assessment.

Email reminder (days)

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

Select respondents

Select the respondent(s) for the assessment.

Select section approvers

Select the section approver for the assessment and choose whether all respondents and approvers can respond to all sections, or specify which sections participants can respond to.

Select workflow approvers

Select the workflow approver(s) for the assessment.

Description

Enter a brief description of the assessment.

Comments to respondent

Enter comments which will be provided to the respondent in the notification email.

Tags

Choose whether to add tags to the assessment to help categorization.

Bulk Edits Screen Reference



Field
Description
Template

Select the template to use for all of the assessments.

Deadline

Select a deadline for the assessments.

Emails reminder (days)

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

Select respondents

Select the respondent for the assessments.

Note: All of the selected inventory records must belong to the same organization group in order to select a respondent.

Select workflow approvers

Select the approver for the assessments.

Note: All of the selected inventory records must belong to the same organizational group in order to select an approver.

Apply to all

Select to apply your chosen criteria to all assessments.