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The purpose of this documentation is to describe the basic operation of Rizikon Assurance as a Manager/Completer/Assessor in the current live version of Rizikon Assurance v2.1 and will be updated in-line with new versions.
Table of contents
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Getting started with Rizikon Assurance
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For managers, Rizikon Assurance allows them to keep track of large numbers assessments and monitor the progress of assessments.
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For assessors, Rizikon Assurance helps them provide fast & accurate feedback, and support users through the assessment process.
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Your new account email will look similar to the example shown below:
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Help tip: If you have not received this email, and the scheduled start date has already passed, please contact support@rizikon.io with the Subject line “Missing account activation email”. Once you have received the account email, you will be presented with a link to set up a new password for your account. Open this link to set a new password for your Rizikon account. |
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Help tip: Link doesn't work? See below for more information. The new password must be at least 8 characters long and should contain at least one lowercase letter, one uppercase letter, and at least one symbol or number. |
In order to use Rizikon Assurance, you will need to agree to the Rizikon Assurance Terms and Conditions. The terms and conditions can be found here: View Terms and Conditions.
Once you have set your new password, your Rizikon account will be activated. You can then use your email address to log in to Rizikon.
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Help tip: It may occur that the link you are using has already been used, has expired, or is not valid. If this is the case, you may see an "Access forbidden" screen. If you see this screen and are unable to access the “Reset Password” page, please contact support@rizikon.io with the subject line “Unable to reset password”. Please include the reference information (referenceID, timestamp, info) shown on the error screen in your email. You will then be sent a new password reset link, and can set up your password as shown above. |
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Once you have set up your account, you can then use your email address to log in to Rizikon. To login to Rizikon, see the next section:
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Once you have set a password on your Rizikon account, you will be able to login into Rizikon. If you haven't set up your account yet, see the previous section on Activating your Rizikon account.
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To log in, you will need to use your email address and password.
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In order to log in, you will need to agree to the Rizikon Terms and Conditions
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Help tip: Forgotten your password? You can use the following link to reset your password: https://assurance.rizikon.io/sso/ |
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Still having issues? You can email support@rizikon.io with the subject “Password reset request”. Please ensure that you use the email address for the account you would like to reset. |
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Summary view
As a Manager the first screen that you will see after logging in will be the Organisation Criticality Distribution. This 6x6 matrix can plot "Impact" against "Risk" for all suppliers on the system, and also appears on the organisations’ page as an additional filtering option.
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In the example below you can see Organisations in the chosen field for ‘High’ Risk and ‘Very High’ Impact, based on Supplier Onboarding Scorecard. From here, you can also easily access the company details page and its scorecard.
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Below the Organisation Criticality Distribution there is another graph that shows Status of Assessments, on which you can immediately see assessments sorted by their status into the following categories:
Issued - Assessments that have been created but not sent/sent for completion but not opened
In Progress - Assessments that have been opened but not completed (either on target or late for submission) and assessments that have been sent back to the Completer for the clarification
For Review - Assessments that have been submitted but not reviewed yet, under submission (either on target or late for approval)
Approved - Assessments that have been approved
Rejected - Assessments that have been rejected
Canceled Cancelled - Assessments that have been canceled
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cancelled
You can view all assessments, or sort them by their category below the graph.
At the bottom of the Summary page, there is Assessment Score Distribution which again can be sorted either by the assessment status (approved/rejected/all) or/and their category.
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The right side of the menu shows logged in username and capabilities for this user (Assessor, Completer, Manager).
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In this menu you can:
See more information about Rizikon Assurance
Switch to Portal view, or toggle back to manager view.
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Change your password
Set up Two-Factor Authentication - Here you can see if the Two-Factor Authentication has been set and set it up if it is not.
Logout of the portal
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It is easy to set up, all you need to do is to scan the QR image using the authentication app and enter the confirmation code.
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Organisations menu
Organisations page shows the view on all of your created Organisations, as well as extra information like company tags, their primary contact, their number of assessments, their criticality, etc.
On the left, there is an option to filter them by choosing options from the filters available on the left, or by their criticality for the chosen scorecard type in the mini 6x6 matrix. Filtering by tags also gives chance to filter only by Risk/Impact or any other tags that were created. There is also an option to ‘Include deactivated’ Organisations that would be turned off by default.
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On this page, you can also download your Organisation’s in simple CSV file that you can edit and upload back again (it might become handy for updating your data in bulk) and to view their Scorecards.
In order to do so, you just have to tick all/selected boxes to have an option to view Scorecard for chosen Organisations or Download the data.
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Creating organisations
Creating the Organisations first allows you to attach Contacts to the Organisations.
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In order to add a new organisation, you have to click on the ‘Create Organisation’ button in the Organisations Menu.
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Primary Contact (person responsible for filling in the assessment), Person Responsible (person responsible for the contract, can be internal, external or left blank) and its Impact (if you are not sure of the impact, you can leave it on ‘Medium’ by default or as ‘Unclassified’).
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While creating the Organisation, you have an option to link the company to Creditsafe (should you wish to use Creditsafe built-in features), and also to choose the default Scorecard for this particular Organisation.
To link organisation with Credit safe you have to click on the tab shown below while creating/editing the organisation:
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Make sure to filter through the left side option to choose the correct company, to make sure that you will run the search on the correct organisation. If you are sure that you have correct one found just simply choose it from the list. You can edit this connection at any time and unlink company from Creditsafe should you wish to.
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Default Scorecard field - you can leave it blank should you wish to; however, it makes sense to have default scorecard as something that is relevant to you in your your chosen Organisation, or something general like ‘Supplier Onboarding’ or ‘General’ Scorecard.
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This option could be helpful for example to update your contact details in bulk. File will be downloaded as a simple CSV file that you can easily edit and upload back again.
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Creating contacts
To Create Contact you need to go to:
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The only fields that are mandatory are First Name, Last Name, and Email. If you have Organisations created already then you can link them to the Contact in the field ‘Employee of’. Here you can also add contact’s capabilities, which by default are set up to ‘Completer’.
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To change capabilities to ‘Assessor’ you need to tick ‘Assessor’ tick box and untick ‘Completer’ box. Bear in mind that should you wish to, same user can have more than one capability (for instance you could be Manager and Assessor).
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In Contact Details Panel you can see all the Contact Details: Name, Email address, Account Settings, Security Status, see if the user is using Two Factor Authentication, which Organisation user is employed by and user Capabilities.
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Contact details view also allows you to edit contact details, add extra user capabilities, change user status – for instance it can be ‘deleted’ or ‘blocked if you wish to delete the user or block/unblock user.
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To unlink organisation with Creditsafe you have to go to Organisations -> choose the organisation you wish to unlink with Creditsafe -> ‘Edit’ -> ‘Unlink Organisation with Creditsafe’.
In order for Creditsafe information to appear on the scorecard, you need to link the Organisation with the Creditsafe first and then click on ‘Request Company Report’ in the chosen Organisation page.
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This requires a Creditsafe Token(s), and you will have a pop-up window that will ask for confirmation before using your Creditsafe Token.
In order to view full Creditsafe Report, you need to go to ‘Creditsafe Reports’ and choose ‘View Report’. This will charge you one more Token so in total to see full Creditsafe Report you will need two tokens. To view the report that you have already ‘paid for’ again, you don’t need to spend additional Tokens.
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If you have requested multiple reports over time, they all will be accessible here, not just the latest one.
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Organisational tags
Organisation Tags tags provide a method to categorize and sort information about your organisations. Tags can be used to search, categorize, filter, and manage your organisations. You can create a tag using the Create Tag button. All tags have a maximum length of 64 characters. Tags are accessed by going to the Tools menu next to the user panel.
Tags consist of group of system tags: Risk and Impact Tags. Both of those range from unclassified to very high and represent the organisation's security risk and the organisation's security impact.
Those Tags cannot be changed by the Manager, however, if needed they can be changed in a configuration menu.
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Creating organisation tags
Fill in Tag Name (mandatory), Tag Description, Parent Tag (you can nest tags and have parent tags), choose Tag Style, Tick box if you would like to make them mutually exclusive. You can either approve by clicking on ‘Create’ or if you tick extra box ‘Create Another’ you will go straight to creating another Organisational Tag.
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Sending the assessments
To send assessment we need to go to the Main Menu -> Assessments page.
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The same as with the other sections, you can also include in the view the assessments that were archived and assessments that need renewals only.
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To send out a single assessment you have to go to ‘Create Assessment’ in the Assessments Menu, choose the Assessment Category and Organisation and click on ‘Add details’.
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‘Create & Send’ button will create and send out the assessment and send out an email notification about the assessment to the completer.
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In the assessment view, you can also send single reminder emails and resend assessment (under ‘Actions’ on the left side).
‘Send reminder emails’ in case that you have sent the assessment to the Completer a while ago, but they still have not opened the assessment.
‘Resend assessment’ in case that the person that is currently the Completer has changed, or their email address has changed.
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Bulk actions
Upload data
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Tools menu in the user panel gives us the option to bulk data upload (Assessments, Organisations, Contacts). Bulk upload allows you to bulk upload data in CSV files.
To bulk upload the data you need to download the template provided for the relevant section and fill it in. When you will choose the file ready to upload, click on the ‘Validate CSV file(s)’ button to validate the files and checking for errors before it will be uploaded into the system.
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Adding/updating Information
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Here is an example of a filled-in CSV file as an example:
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Creating assessments
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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The assessments will be created as drafts ready to send, bear in mind that 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.
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Scorecard
Scorecard gives you a 360° view of your supplier risk. It can be customized to show information either from the assessment, from multiple assessments or from the Creditsafe.
There is an option to edit (override) risk segments scores and change it into value 1-5.
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Notifications
In Rizikon Assurance 2.1 we have introduced a new notifications feature. All users will now be able to see a notifications dropdown on the navigation bar, next to user options. This will allow users to receive notifications from within the system on such things as Assigned assessments, Comments, Submissions and Assessments being Sent for Clarification, among others.
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To view a notification, click the bell icon. This will show notifications from the last 30 days, filtered by "unread" first. Users can mark a notification as "read" by clicking the orange dot on the left, or delete it by clicking the cross on the right.
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On the left side you have extra menu which allows you to filter through your notifications depending on ‘read status’ (all/read/unread), ‘time’ (today/last 7 days/ last 30 days/ last 12 months) and the ‘notification type’ (assessment status activity/comments/assessment contact activity/new user sessions/system activity).
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There is also a Settings tab which allows you to switch your chosen notifications on/off depending on your preferences. At the moment you can control notifications like:
Assessment Status Changes
Comments in Assessment
Assessment Assignee Change
New Session Alert (logging in on another device at the same time)
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