Start an evaluation

Create a GRC evaluation cycle for the active organization.

At Wasa, an assessment is displayed as "assessment". Each assessment combines a framework, an assessment method and the active organization.

What you will do

You will create an assessment to record responses about the controls of a framework and track the maturity result.

Who can do this

Users with access to the GRC module and the New assessment action in the active organization. Creation also depends on a license with available assessments.

Before you start

  • Confirm that the correct organization is active.
  • Check if there is a license available to create an assessment.
  • Have an active framework and an evaluation method available.
  • Define a name that identifies the objective or the period of the evaluation.

Menu path

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

Steps

  1. Open My assessments. "Assessment" is the label used in the interface for an evaluation cycle.
  2. Select New assessment.
  3. In Name, provide a clear identification for the evaluation.
  4. In Framework, choose the control structure that will be evaluated.
  5. In Evaluation Methods, choose the scale that will be used to score the controls.
  6. Review the organization indicated as Current Tenant. "Tenant" represents the active organization in this context.
  7. Select Create assessment.

Expected result

Wasa presents the confirmation Assessment created. The new assessment is associated with the selected organization, framework and method and starts with the Draft status, ready to receive responses.

Common problems

SituationWhat to do
New assessment is disabledCheck if the license includes assessments and if there is still a quantity available. Also confirm that the organization is active.
There is no framework or method to selectConsult the Frameworks and Evaluation Methods catalogs and confirm if there are available options for the organization.
The screen informs that assessments require an organizationChange the active context to the organization that will be evaluated and try again.
The evaluation is not createdCheck if the name, framework and method have been filled in. If the failure continues, try again without changing the already confirmed items.

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