Issues Intake via Assessments in the Self-Service Portal

1. On the IT Security & Risk menu, select Templates. The ITRM Templates and Control Templates tiles appear.

2. Select the View button where you would like to create a template.

3. Select Create Custom Template, then configure the fields in the Create Template modal.

4. Click Create Template. The Template Details screen appears.

5. In the Builder tab, click Add Section. The Section Details modal appears.

   
   
   

6. Enter a name for the section.

7. Click Add Section.

8. Add questions to the template. Use the Assess Issue assessment question type to add a question where an issue can be created on the assessment. Configure the question as needed in the Question Builder.

   Important:

   Ensure Create New Issues is toggled on.

   
   
   

9. Click Save.

10. Add supporting Attribute Type question types to the template (e.g., Description, Owner, Issue Type). You can drag and drop the Attribute question tile under the Assess Issue question, or click the Create a Question button.

11. Configure the Attribute question in the Question Builder. A sample configuration is shown below.

    
    
    

12. Click Save. The question is added to the template.

    Below is an example of an Asses Issues question type followed by four supplemental Attribute question types.

    

13. Navigate to the Templates screen. The template you just created should be there in a Draft state.

14. Click the Context Menu on the template draft that you would like to publish.

15. Select Publish Draft. The Publish Template modal appears.

16. Click Confirm. The template can now be used in the Self Service Portal.

1. On the main menu, select Self Service Portal.

2. Click the Configure Details button on the top-right of the screen.

3. Click the Add Template button on the top-right of the screen. The Add Template modal appears.

   
   
   

4. Click the dropdown arrow in the Template field. The template you created should be available to select here.

5. Enable the Enable Direct Launch toggle switch.

6. Configure additional fields as desired. 

7. Click Add.

8. Navigate back to Assessments.

9. The assessment tile using the template created in step 1 will be available to launch.

The instructions below show you how to launch the assessment using the template created in step 1.

1. On the Self Service Portal menu, select Assessments.

2. Click Select on the assessment tile using the template created in step 1. 

3. Click Launch to launch the assessment.

4. Select Start on the Get Started by Answering Online tile.

5. Complete the field prompts to complete the assessment. 

   Notice that the question using the Assess Issues question type prompts you to create an issue while completing the assessment as shown below.

   
   
   

6. Click Submit. 

7. Click Confirm.

8. The submission status will be shown as Under Review in the Assessments section in the Self Service Portal. This creates a placeholder issue record in the Issues Register. The issue attributes will be updated only after the assessment review is completed and submitted.

Once the assessment is submitted, review and submit the assessment to create the issue record.

1. On the Self Service Portal Assessments screen, select the assessment Name you would like to review. It will have a Under Review status.

2. Select Review on the Get Started by Answering Online tile.

3. Review the assessment. As the assessment reviewer, you can make edits to information submitted by the user.

4. When you are finished, click the Finish Review button.

5. The Complete Assessment modal appears. Complete the fields, then click the Confirm button. The assessment will have a Completed status on the Assessment screen.

6. When you navigate to the Issues Register, the newly-created issue will be listed in the inventory.