Create a checkup

Create a new version of a completed assessment and track your preparation.

A checkup is a new version of a completed assessment. It reuses previous answers so that you can confirm what remains valid and update what has changed.

What you will do

You will create a checkup, decide on pending action plans when necessary and follow up on the preparation of the new version.

Who can do this

Group Administrator, Organization Administrator or Organization Analyst with access to the completed assessment. The action depends on the profile, status and active organization.

Before you start

Confirm that the correct organization is active.
Use an assessment with status Completed and that is not archived.
Check if there are action plans with pending activities linked to the assessment. Wasa will ask for a decision on them before creating the checkup.

Menu path

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

Steps

In the header of the completed assessment, select Create checkup.
If the message Archive pending action plans? appears, check the quantities of plans and actions reported.
To keep the active plans and review the pending ones before continuing, select Cancel. To archive them and proceed, select Archive and create checkup. Archived plans remain available only in the history.
Follow the notice Preparing checkup. Wasa copies the answers from the previous assessment while preparing the new version.
When the preparation is complete, wait for the message Checkup created. Wasa will automatically open the new version.
Review the checkboxes marked Under review. Update each changed answer or use Confirm without changes when the previous answer remains valid.
If the warning It was not possible to prepare the checkup appears, select Try again to start a new preparation cycle.

Expected result

A new version of the assessment is opened with the previous answers available for review. The Versions indicator now represents the assessment history and its checkups. If you have confirmed the filing, the pending action plans leave the asset list and remain available in the archived history.

Common problems

Situation	What to do
Create checkup does not appear	Confirm that the assessment is Completed, is not archived and belongs to the active organization. Also check your profile and the availability of the GRC module.
The filing confirmation appears	Read the quantities presented. If you still need to work on the pending actions, select Cancel and review the plans before trying again.
The warning remains in Preparing checkup	Wait for the completion before selecting the action again. The new version will be opened when it is ready.
The preparation failed	Select Try again. If the failure continues, record the message displayed and request support through the authorized channel.
The new version shows controls Under review	Confirm or update each inherited response before submitting the checkup.