Create an exception questionnaire

When you are setting up the Policy Exception Integration Registry, you can define configurable questions that can be included in risk assessments created from templates. The Policy Exception Integration Registry can be associated with one template at a time.

Before you begin

Role required: sn_compliance.attestation_creator

Procedure

1. Navigate to All > Policy and Compliance > Policy Exceptions > Exception Questionnaire.
2. Click New.

   

   Note:

   Notice that the Assessment Metric Type screen opened. In the terminology of GRC applications, a question in a questionnaire is considered a metric. A group of questions is a category. A group of categories is a metric type.
3. On the form, fill in the fields.

   Table 1. Assessment Metric Type form

   Field	Description
   Name	The name of the questionnaire.
   Assessment duration	The amount of time allowed from the creation of the assessment to its completion.
   Table	The table containing the records to be assessed.
   Scale factor	The scale factor to be used for all questionnaire results.
   State	The publish state of the assessment: Draft or Published.
   Enforce condition	When selected, all records that do not meet the conditions defined are deleted.
   Roles	Roles that have Read access to the information in the assessment.
   Condition	Conditions for selecting records from the selected table to be assessed. For more information, see Condition builder.
   Description	A description for this exception questionnaire.

4. Save the questionnaire record.
5. Click Attestation Designer to create the questionnaire.
   For more information, see Attestation Designer.