Complete an evaluation

Submit a GRC evaluation and follow your approval until completion.

Completing an assessment transforms the recorded responses into an approved result. "Assessment" is the name used in the interface for an evaluation.

What you will do

You will verify if the assessment is complete, send the assessment for approval and follow up on the registered decision.

Who can do this

Group Administrator, Organization Administrator or Organization Analyst with access to the assessment. The available actions also depend on the current status of the assessment.

Before you start

Confirm that the correct organization is active.
Check if all controls have an obligatory note and observation or a justification for Not applicable.
In a checkup, confirm or update all the answers marked Under review.
If the evaluation uses custom weights, confirm that no controls have pending weights.

Menu path

In the main menu, select GRC → Assessments → My assessments → choose the assessment → Open.

Steps

Check Progress and confirm that all controls are complete.
Check the Status. An evaluation in Draft, In progress or Pending adjustments may show the action Submit assessment.
Select Submit assessment.
Wait for the confirmation Assessment submitted for approval. The status changes to Waiting for approval; the assessment is not yet completed.
If the actions Approve assessment and Reprove assessment are available for your profile, review the content and choose the appropriate decision.
When approving, confirm the message Assessment completed and the status Completed.
When failing, inform the mandatory justification. The status changes to Pending Adjustments. Make the indicated corrections and submit the assessment again.

Expected result

After submission, the evaluation is in Waiting for approval and cannot be edited. After approval, the status changes to Completed, the maturity is calculated and Export XLSX and Create checkup are available. The completed evaluation can also be used in action plans and reports.

Common problems

Situation	What to do
The screen informs that there are still controls without a note or observation	Use Only pending controls, complete each answer and wait for the save confirmation before submitting again.
There are controls Under review	In a checkup, update the inherited response or use Confirm without changes on each pending control.
The screen informs Pending weights	Request that the indicated weights be filled in the framework before trying to submit.
The status shows Waiting for approval	The submission has been completed, but approval has not yet occurred. Wait for a profile that shows the approval or rejection actions.
The status shows Pending Adjustments	Read the justification displayed, correct the requested answers and submit the evaluation again.
Submit assessment or the decision actions do not appear	Check your profile, the active organization, the associated invitations and the availability of the GRC module, in that order. Also check the current status of the assessment.