Reassigning Assessment Sections

 

Overview

📋 Note: Some information may not apply to assessments using the simplified workflow. See Understanding the Simplified Assessment Workflow.

While the assessment is in Survey state or has just moved to Survey Complete — meaning all respondents have just submitted their answers — you should verify the accuracy of those answers before advancing to the In Review issue-remediation state. If you are not satisfied with any answers, you can reassign sections back to the same or different respondents for re-answering. Once the assessment advances to In Review, section reassignment is no longer possible.

Reassigning Assessment Sections

1

Check the checkbox (1) next to the section you want to reassign, then click Reassign Sections (2). To reassign all sections at once, check the checkbox (3) next to the Reassign Sections button. If sections have many questions, collapse them first for easier selection — click a section name (4) to expand or collapse it.

📋 Note: The Reassign Sections button (2) is only visible to Approvers, Assessment Creators, and Assessment Owners.

2

In the Reassign Section window, select the respondent (5) to reassign the sections to, specify whether the respondent should see the previous respondent's answers (6), and add any custom content for the automatic notification email (7). You can reassign to the same respondent, a different one, or someone outside your organization — switch the toggle next to the Reassign To field (5) to do so. For more information, see Creating an Assessment. To assign different sections to different respondents, select and reassign each set separately for each unique respondent.

⚠ Important: Clicking Save (8) only changes the assessment status from Survey Complete to Survey Incomplete — it does not complete the reassignment. To finalise the reassignment, click the arrow on the Survey Incomplete status button and select Resend Survey from the context menu.

3

Click the arrow on the Survey Incomplete status button and select Resend Survey from the context menu.

4

Enter the reasons for resending and click Next > Send. The system sends email notifications to the reassigned respondents and the assessment status returns to Survey. All respondents must re-answer their assigned questions before you can move forward. Repeat this process as many times as needed until you are fully satisfied with all submitted answers.

5

Once satisfied with all answers, click the arrow on the Assessment Status button and select Review Issues from the context menu to advance the assessment to the In Review issue-remediation state.

📋 See also: For more information about assessment stages and transitions, see Assessment States.

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