Creating assessments in bulk
You can use this feature to add assessments to the system in bulk. Assessments created this way will show up in the ‘Assessments’ page with ‘Draft’ status, where you can select them and send them to the Completers (they won’t be sent automatically).
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In order to do so, download the Assessments Template, fill it in accordingly to the template layout :and fill in the CSV file.
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An example of filled-in Assessments bulk upload filled-in CSV file template: |
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action - in bulk upload of data, this field would always have value C
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externalNotes - external notes on the assessment that will be visible to the Completers (helpful to include notes like ‘Please complete by XYZ date’)
questionSet - name of the questionset question set used (e.g. Supplier Onboarding/Modern Slavery/GDPR Data Processor/Bribery and Corruption/Security Low Risk/Security High Risk etc)
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The assessments will be created as drafts ready to send, |
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however the system will not send out these assessments automatically. |
To send out the assessments in bulk you have to first filter them out by going to the ‘Assessments’ tab and filtering assessments by status ‘Draft’. You should tick all tick boxes that are corresponding to the assessments that you want to send out, and click on the option shown on the picture below.