Reviewing & Approving an Assessment

Β 
Overview
πŸ“‹ Note:Β Some information may not apply to assessments using the simplified assessment workflow. For more information, see Understanding the Simplified Assessment Workflow.

Once an assessment is published to respondents, you can review submitted answers and monitor its progress at any time by clicking the assessment name on the Assessments page.

Clicking an assessment that is still Open β€” that is, not yet published β€” redirects you to the Edit Assessment page. Once the assessment is published, clicking its name opens the Assessment Report page, which shows an up-to-date status report and provides controls for managing the assessment's lifecycle.

Assessment Report page showing the overall layout and key controls
πŸ“‹ Note:Β You can still edit a newly published assessment by clicking the Edit Assessment button (1), which takes you to the Edit Assessment page. However, once all respondents submit their answers and the assessment moves to Survey Complete, editing is no longer possible.

As respondents answer their assigned questions, their responses are saved automatically and appear on the Assessment Report page even before they submit. As a designated Approver, Assessment Owner, or Participant, you cannot change or edit these answers until all respondents have submitted. You can, however, add comments and attachments to questions at any time β€” these become visible to respondents immediately and can be an effective way to communicate with a respondent about a question they may have difficulty answering.

πŸ“‹ Note:Β If you are also a respondent to at least one assessment section, an Answer Questions button (2) will appear under the assessment name. This button remains visible for as long as the assessment is in Survey mode β€” that is, until all respondents submit their answers.

Once a respondent submits their answers, those answers are final for that respondent and can no longer be changed. However, once all respondents submit and the assessment moves to In Review state, you gain the ability to edit answers on the Assessment Report page if needed.

As a designated Approver, you will receive an email notification once all respondents submit and the assessment is ready for review. The email contains a link to the Approvals section on the Assessment Report page. If the assessment has more than one approver, all must sign off to complete it. Once approved, the assessment status changes to Approved, which is final. For more information about assessment states and transitions, see the Assessment States section.

The Assessment Report page is divided into several sections, described in the following parts of this documentation.

TrustArc Β Β·Β  The Assessment Report Page Β Β·Β  support.trustarc.com