Audits, applications, projects and activity criticality
Match the scope and questionnaire to the assessed subject.
Access: assessment creation. Subject to enabled modules and your plan.
Choose the scope
These workflows are available from their lists under Reviews. You need assessment-creation permission and access to the relevant subjects and questionnaires.
Application or project assessment
- Open Application assessments or Project assessments, then start creation. From an application or project record, Assess opens the same wizard with the subject already chosen.
- Select the application or project to examine (step hidden if the subject is already chosen).
- Information, then Questionnaires.
- Reviewers (optional): appoint the people or teams who will validate completed questionnaires. Entity administrators can also review them; with no appointed reviewer, only they can.
- Collaborators: check access before finishing.
The subject must exist under Registers → Applications or Registers → Projects. The assessment details show the Assessed item with a View record link. See Applications and Projects and launch decision. These screens may still show French or untranslated labels in the English interface.
Activity criticality
Open Business Criticality and choose the business activity. Use a questionnaire designed for criticality, then check information and access. This assessment qualifies an activity; it does not replace a vendor security assessment.
Compliance audit
Open Compliance Audits. Define the context, choose the offered framework and useful questionnaires, then assign access before confirming. Prepare the evidence needed to support responses.
Review results
Open the created assessment from its list. Check that questionnaires, subject and authorized people match the agreed scope. See Read results.
Common difficulties
A missing subject needs to be created or shared in its register. A questionnaire intended for another purpose may not be offered. If you cannot create an assessment, check creation permission with your administrator.