Create an assessment template

Create an assessment template to request responses from the assessor or reviewer. You can create this template by using the assessment metric type form in the GRC: Compliance Case Management application.

시작하기 전에

Role required: sn_compliance_case_admin

이 태스크 정보

You can create a questionnaire template instead of using the default template to assess your compliance cases. After you set up the assessment template, it’s available in the action task section for that case type.

프로시저

1. Navigate to All > Compliance Case Management > Assessment Templates.
2. Select New.
3. On the form, fill in the fields.
   For a description of the field values on the Assessment Metric Type form, see Assessment Metric Type form.
4. Select Submit.

• Assessment Metric Type form
  Use the Assessment Metric Type form to create an assessment questionnaire template by using the GRC: Compliance Case Management application.