Learn how to define fields in a Requirement-Based Assessment (RBA), so that you can assess against these fields
Fields are used to capture data against the requirements (controls or provisions).
If the assessment was created against a control set, its requirements are controls from the control set. If it was created against an authority, the requirements are provisions from the authority.
Fields are applied to ALL requirements. You cannot define fields for specific requirements.
Start by creating a Requirement-Based Assessment (RBA). For detailed steps, head here.
In the assessment builder, click on Manage fields then + Add field.
Enter the name of the field, then hit Enter on the keyboard.
At this screen, you can:
- Edit the field name by clicking on it;
- Add an optional description, which may be helpful to remind yourself or your team as to what this field is for. This is not visible to the respondent; and
- Select the type for the field. This cannot be changed once the field is saved.
There are three types of fields:
- Dropdown - allows the respondent to pick one answer value from a selection
- Short Text Response - single-line text field for the respondent to type in
- Long Text Response - multiple-line text field with rich text editor for the respondent to type in
If you select Dropdown, you will need to define the Answer options. You can add new options by selecting the + button, as well as remove options by clicking the x button.
You can also bulk define answer options by selecting Bulk answers, which lets you type one answer after another separated by being on different lines. After you are done adding bulk answers, you can click Bulk answers again to preview the options.
Once you have defined the answer options, click Save.
Once the field has been saved, it will appear in Manage fields. You can edit the field by double-clicking the field name, or hovering your mouse over the field, clicking on the Actions button (3 dots to the right of the field name) and selecting Edit. You can also Delete the field.
Add as many fields as necessary in the Manage fields side panel menu.
To reorder fields, hover over the field, click on the move reorder icon (3 lines to the left of the field name) and drag the field to the desired position.
Once you are happy with the fields, click the back arrow to return your side panel to the assessment overview.
Here you can see how many fields have been added.
Your next step may be: