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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 In progress before it can be used.

To begin adding responses, access that assessment through the Audits and Assessments module. After opening the assessment, change the assessment status from Draft to In Progress. Select the relevant requirement in the main view. A side panel will appear, allowing you to enter the necessary response data. 

 

RBA-04-20.08.2025

You can also choose to respond to the assessment using the Focus View which presents one requirement at a time for response.

RBAFocusView

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.

Only one response is allowed per RBA for audit reasons.

Consider making multiple versions of RBAs using a template, or switch to QBAs, if you are looking to fill out multiple responses.

For more detailed information about responding to a requirement-based assessment, click here.