Completing Control Execution Check-Lists
When the execution campaign has started, you can complete check-lists. To do this, you must connect with a user with the "Business User (IC)" profile.
Completing a Check-List
To complete check-lists addressed to you:
1. Connect with a user with associated role "Business User (IC)".
2. In the desktop that opens, click Home > My Desktop > Questionnaires and Check-Lists > My Control Execution Check-Lists.
3. In the pane on the right, select an element in the list and click Display Check-Lists.
4. In the list that appears, select an object to be assessed and answer the check-list questions in the lower frame.
5. Select another object to be assessed and answer the questions.
6. Click the Save button.
7. When you have answered all the questions, in the check-list pop-up menu click Automatic Assessment Questionnaire (To Be Completed) > Complete.
You can modify answers for as long as you do not click Complete in the Check-List pop-up menu.Transferring a Check-List
If you receive a questionnaire in error, you can ask the session manager to transfer the questionnaire to another person.
To make a transfer request:
1. Select Home > My Desktop > Questionnaires and Check-Lists > My Assessment Questionnaires.
In some of the solutions, the corresponding menu is as follows: Home > My Desktop > My Responsibilities > My Assessment Questionnaires.2. Click the icon of a questionnaire and select Assessment Questionnaire (To Be Completed) > Transfer Request.
The questionnaire passes to status "To Reassign".
The manager is informed by e-mail and must reassign the questionnaire to another person.
Transfer requests are exceptional if execution campaign creation preparatory work has been correctly carried out.