Launching Control Self-Assessments

Control owners can launch control self-assessments to test the effectiveness and the design of the controls they have implemented. You can configure self-assessment templates in the dedicated control template gallery to meet your organization's needs. For more information, see Configuring a Control Self-Assessment Template and Configuring Templates for Control Assessments.

Users can launch and view self-assessments on the Self-Assessments tab of the Control Details screen.

To launch a single assessment on all selected controls

  1. On the IT & Security Risk Management menu, select Controls.

    The Controls screen appears.

  2. Select the control(s) in which you would like to launch a self-assessment.
  3. Click the Launch Assessment icon.
    The Select an option modal appears.

  4. Select the Launch a single assessment on all selected controls option.
  5. Click the Continue button.

    The Create Assessments screen appears.

  6. Complete the fields. For more information, see Create Assessments Screen Reference.
  7. Click the Create & Send button. The assessment will be sent to respondents. For more information, see Responding to Control Self-Assessments.

Create Assessments Screen Reference



Field
Description
Assessment Name

Enter a name for the assessment.

Template

Select the control self-assessment template that will be sent to the respondent(s).

Deadline

Enter the number of days the respondent has to complete the assessment.

Reminder

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

Approver

Select the approver(s) that will be assigned to the launched assessment.

Respondent

Select the respondent(s) that will be assigned to the launched assessment.

Description

Enter a brief description of the assessment.

Note:

To access this field, click More Options.

Comments to Respondent

Enter comments that will be viewed by the respondent prior to the completing the assessment.

Note:

To access this field, click More Options.

Tags

Select the tags that are related to the assessment.

Note:

To access this field, click More Options.

To launch one assessment per selected control

  1. On the IT & Security Risk Management menu, select Controls.

    The Controls screen appears.

  2. Select the control(s) in which you would like to launch a self-assessment.
  3. Click the Launch Assessment button.
    The Select an option modal appears.

  4. Select the Launch one assessment per selected control option.
  5. Click the Continue button.

    The Create Assessments screen appears.

  6. Complete the fields. For more information, see Create Assessments Screen Reference.
  7. Click the Create & Send button. The assessment will be sent to respondents. For more information, see Responding to Control Self-Assessments.

Create Assessments Screen Reference



Field
Description
Bulk Controls Pane

Use this pane to bulk configure the fields for all assessments. Once you are finished configuring the fields, click the Apply to All button to apply your changes to each assessment.

Assessment Name

Enter a name for the assessment.

Template

Select the control self-assessment template that will be sent to the respondent(s).

Deadline

Enter the number of days the respondent has to complete the assessment.

Reminder

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

Approver

Select the approver(s) that will be assigned to the launched assessment.

Respondent

Select the respondent(s) that will be assigned to the launched assessment.

More Options

Use the fields listed under More Options if you would like to enter a brief description of the assessment, comments to the respondents, and tags.

Note:

Complete the required fields for each assessment if you are not using the Bulk Controls pane.