As an assessor , once when you have logged in, you should see a summary screen listing your assessments.
There are two groups of assessments here:
‘Assessments currently requiring your attention’
the assessments that are ready for you to review
‘Assessments that do not currently require your attention’
the assessments that are assigned for you to assess, but are not ready to assess yet (they may still be in progress of answering by a completer, sent back for completer to review their answers or already approved/rejected)
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The summary screen displays a list of all assessments that you have been assigned to you to assess. The “Progress” bar shows the percentage of questions that have been answered, so you can see how far the completers got in answering the assessments assigned to you. The “Assessment Status” shows the current state of the assessment.
Once you click on one of the assessments that is requiring your attention you will be taken to the assessment summary page.
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Help tip: You can get to the same screen of the assessment summary from the notifications view. Simply go to the notification and choose the assessment that you are interested in and click on ‘View’ to view the summary page of the assessment. It will take you to the same screen as above. |
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Clicking on the left-hand side sections will show you question and answer view one by one. The arrow button under the progress bar lets you skip to the new section if you wish, or you can use more detailed review mode (recommended). In both views, you can add the flags and comments for the Completer, see more here.
To view the report that was created automatically upon the submission of the assessment you need to go to the assessment summary page. You will find more on reports in here.
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If you have finished assessing and adding flags/comments to the assessment, you need to send back the assessment to the completer to rectify their answers. In order to send back the assessment to the Completer, you need to click on the ‘Send back’ button on the right side of the assessment summary page. Once you send assessment back to the completer, you can still view the assessment but it will be inactive for you until the completer will submit it again.
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When you have finished the assessing process and are satisfied with the answers, you have option to Approve/Reject the assessmentlog in to the portal you will see only the assessments that require your attention. In this view, you can see for example details like the assessments’ issue date, organisation, assessment progress, assessment status, assessment category and score (the default one is auto-generated based on the scoring).
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When you click on the assessment name to navigate to the assessment that requires your attention, you can check the answers question by question or review all the questions on one page in the review mode.
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You can also go to the Review Mode to see all the answers and automated scoring on one page for ease of viewing. You also have an option to manually change and override the scoring of the answer/assessment, or flag the answer/comment to get more information from the Completer should you wish to do so.
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If you will override any of the scores, it is worth noting that there will be a timestamp with the user name of who updated the score, which will make it easier to differentiate between automated scored answers and manually updated ones.
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You could also choose to view the auto-generated report just to see which questions were problematic and scored as fail/ major risk/ minor risk. This report will include the automated Rizikon scoring that was auto-generated upon the assessment submission.
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Note that if you have updated any scoring manually, you will have to re-generate the report to reflect these changes. |
In order to update the report, you will have to go back to the assessment summary page on which you have the options to Approve/Reject/Send back report. If you have updated any of the scores manually, there will be an additional message displayed below these buttons (see below).
Once you click on the ‘Update Report’ button, another report will be automatically generated and displayed below the buttons.
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If you would try to Approve/Reject the assessment while some of the scores were manually overridden, but you did not generate the new report (which could potentially change the outcome and therefore your final decision) the system will detect that and prompt you with a pop-up message informing about this. |
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If you click on the ‘Cancel’ button you will be taken back to the assessment summary screen and you can update the report to the new version and review it.
If for any reason you wish not to update the report and not take manually overridden scores into the account, then you can choose to ‘Use last report and continue’ with the Approve/Reject action.
If you would like to find out more about Approve/Reject actions or change its wording please see the linked articles.