Overview
Assessment Manager supports many types of tasks that can be assigned to individual users to help them track action items. You can manually create and assign tasks to yourself or to any other user.
Tasks differ by how they are created — by the system, manually by users, or triggered by a respondent's answer to a specific question as defined in the Assessment Template. Tasks may also be associated with a particular assessment or with a specific question within an assessment. There are three main task types:
System Tasks
Automatically added to a user's task list as part of the
Assessment Workflow.
For example, when an assessment is published, a task is created
for all respondents to answer their assigned questions. When
an approval process starts, a task is created for all approvers
to approve the assessment. System tasks are automatically
marked as complete as soon as the assignee performs the required
action.
Manual Tasks
Created manually by users for themselves or for other users,
for any purpose. Manual tasks may optionally be associated
with a specific assessment, which must be done manually on
the task creation page. Manual tasks must be explicitly marked
as complete by the user. Depending on their
user role,
some users can complete tasks assigned to other users. Note
that manual tasks associated with an assessment do not need
to be complete for the assessment to reach Approved status.
Remediation Tasks
Associated with a specific question in an assessment. Typically
created by an
Approver
or
Assessment Owner
to address an issue with a respondent's answer. Whether an
issue is triggered is determined by
Question Compliance
settings in the
Assessment Template.
Remediation tasks can be created manually on the Assessment
page as described in
Creating Remediation Tasks,
or triggered automatically based on respondent answers if
configured in the assessment template as
Auto Tasks.
All remediation tasks must be completed before an assessment
can progress to Approved status. If an assessment
is approved while at least one remediation task is still
open, it will remain in
Approved Pending Remediation state until
all assignees mark their tasks as complete.
TrustArc · Assessment Tasks ·
support.trustarc.com