Creating an Assessment Campaign (with model)
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. See Session creation mode.
To create a control or risk assessment campaign with the templates provided as standard:
1. In the navigation menu, click Assessment > Campaigns.
The list of campaigns appears in the edit area.
2. Click New.
The campaign creation page appears.
3. Enter the name of the campaign.
4. Select the Assessment Template.
5. Modify the Calendar if required.
The calendar serves to initialize begin and end dates of the assessment campaign. 6. Specify the Begin Date and the End Date.
7. Click Next.
8. In the Scope Selection window, select the objects that define the assessment context.
The tree allows you to select controls or risks assessed in their context.
A control or risk is assessed in the context of the elements of the branch that extends from the object in question up to the root.
In the above example, if you selected the "Accounting" process, 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.9. Click Next.
10. 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 or controls)
• context objects (entities, processes, etc.)
• assessment nodes which correspond to objects placed in their context objects, associated with respondents.
• respondents
11. Click OK.
Next step: Creating an Assessment Session.