HOPEX Enterprise Risk Management > Assessments With HOPEX Enterprise Risk Management > Assessment Campaign Workflow Steps > Creating Assessment Campaigns
Creating Assessment Campaigns
*A campaign enables grouping of several sessions.
You can create an assessment campaign:
• From a template
Creating a campaign from a template allows:
• use of the same template in all assessment sessions.
• definition and planning of sessions by distributing elements to be assessed between different sessions.
• without a template
In the case of creation of a campaign without using a template, a template can be specified at the time of creation of each session.
*This section presents assessment campaign creation using the assessment template supplied as standard. Possibilities offered by assessment campaigns without using a template are described in the HOPEX Common Features guide.
To create an assessment campaign:
1. In the Risk desktop, select Campaign Management > Campaign Management > Execution > Campaigns.
The list of campaigns appears in the edit area.
2. Click New.
The campaign creation page appears.
3. Select the "Risk Assessment" Assessment Template.
4. Modify the Calendar if required.
*The calendar serves to initialize begin and end dates of the assessment campaign.
5. Specify the Begin Date and the End Date.
6. Click Next.
7. In the Scope Selection page, select an entity.
*The tree automatically expands if the Automatic Expand box is selected.
The tree allows you to select risks assessed in their context.
A risk is assessed in the context of elements of the branch from the control up to the root.
In the above example, if you select the "Customer Service Representative" entity, all risks and context objects located at a lower level are selected, as well as all parent context objects up to the tree root.
*If you deselect a node of a branch, only the child elements of this branch are deselected.
8. Click Next.
9. In the preview window, click Refresh the Report.
Elements that will be assessed appear.
In particular, you can view:
• assessed characteristics (defined in the assessment template)
• assessed objects (risks)
• context objects (entities)
• assessment nodes which correspond to risks placed in their context objects, associated with respondents.
• respondents
10. Click OK.