Creating assessments in bulk

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).

In order to do so, download the Assessments Template, fill it in accordingly to the template layout:

action - C (create)

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:

• Supplier Qualification

• Modern Slavery

• GDPR Data Processor

• Bribery and Corruption

• Security Low Risk

• Security High Risk

• ISO 27001

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.