Publishing and responding to a Requirement-Based Assessment

Learn how to publish a Requirement-Based Assessment (RBA) and create a response

Once an assessment has been created, it is automatically saved with a Draft status. This status does not need to be updated until the respondent is ready to begin entering response data, at which point it must be updated to In Progress. The only exception is when creating an RBA assessment template, where the status must be updated from Draft to Published before it can be used.

To begin adding responses, access that assessment either through the Audits and Assessments module or directly from My Tasks. After opening the assessment, select the relevant requirement in the main view. A side panel will appear, allowing you to enter the necessary response data. 

You can also add risks and issues as you complete the assessment.

If you have any automations in place for risks and issues, you can also see recommendations as you complete the assessment.