Creating assessments in bulk
You can use this feature to create and add the 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).
Creating Assessments
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 - C (create)in bulk upload of data, this field would always have value C
assessmentName - ‘Company/exact name of the assessment’
completerEmail / assessorEmail / organisationName - as stated fill with completer’s email / assessor’s email / organisation name
assessmentStatus - if creating new assessment always put ‘DRAFT’ in this field
(Changing status here for instance from OPENED to SUBMITTED will not actually submit the assessment itself, so if you are updating data that was downloaded, just leave it as it is. If you are uploading new Assessments then fill it as ‘DRAFT’).
renewalDate /submissionDate/ decisionTargetDate - you can set those dates up for reference
score - leave blank if creating new or just leave with whatever value is in if you are updating any info
notes - internal notes (these are optional)
externalNotes - these are optional and will be visible on an email inviting to the assessment and also on the assessment details page
questionSet - a choice from all question sets available:
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Supplier Qualification
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Modern Slavery
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GDPR Data Processor
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Bribery and Corruption
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Security Low Risk
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Security High Risk
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usually it is ‘organisationName/questionSet’
completerEmail - Completers' email address
additionalCompleters - additional completers' email address (separated by a comma if more than one additional completer)
assessorEmail - Assessors' email address
additionalAssessors - Additional assessors' email address (separated by a comma if more than one additional assessor)
organisationName - organisation name
renewalDate - we suggest to set up therenewal date of the assessment, for reference (optional, can be left blank)
submissionTargetDate - suggested target date by which the assessment need to be submitted to you by the Completer (optional, can be left blank)
decisionTargetDate - suggested target date by which the assessment should be assessed by the Assessor within your organisation (optional, can be left blank)
score - this should be left blank
notes - internal notes on the assessment that will be visible to all Managers on the system (optional, can be left blank)
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 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, bear in mind that the system will not send out these assessments automatically. |
Sending assessments in bulk
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 in the picture below.
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To find out how to renew assessments in bulk please see the guide here. |