Assessments
Create, manage, and track compliance assessments
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Creating an Assessment
Using the assessment wizard, selecting a template, naming the assessment
3 min read
Assigning Respondents to an Assessment
Adding team members, selecting who responds to what
3 min read
Understanding Assessment Status
Status lifecycle: Draft → In Progress → Submitted → Under Review → Finalized
3 min read
Organizing with Projects
Creating projects, adding assessments to projects, project-level views
3 min read
Organizing with Campaigns
Creating recurring audit campaigns, tracking compliance over time
3 min read
Assessment Settings & Configuration
Due dates, notification settings, and other assessment properties
3 min read
Duplicating & Archiving Assessments
How to duplicate for reuse and archive completed assessments
2 min read