Importing a New Assessment

Importing a new assessment

TrustShare provides multiple options for importing assessments, leveraging TrustCloud AI to automatically populate answers and reduce manual input. This feature helps expedite the review process by ensuring that responses are generated efficiently and accurately.

Import Options

1. White-Glove Import: A guided service where TrustCloud specialists assist in importing and mapping responses.
2. Self-Serve Import: Users manually upload and process their assessments with AI assistance.
3. Standardized Template Import: Supports pre-configured formats such as SIG, CAIQ, and VSA for streamlined import.

By utilizing TrustCloud AI, TrustShare automates the response process, minimizing effort and accelerating security review workflows.

Steps to add a new assessment to TrustShare:

1. Go to your TrustShare program and click on “Assessments” from the left-hand side menu.
2. Select “In Progress.”

   

3. Click on the “New Assessment” button in the upper right-hand corner.

   

4. Choose to import a new assessment via our white-glove import or self-serve import, or select a standardized template from our library

White-glove import

If you select ‘White-Glove’ import to allow TrustCloud’s white-glove service team to format your assessment to ensure TrustCloud AI is able to read your assessment,

1. Click on the “Next” button.
2. Provide the company name and click “Proceed.”
   
   
3. Select segments and click “Add Assessment Details.”
   
4. Upload assessment and select due date; click “Submit.”
   
   Your assessment is now queued for review.

NOTE: This typically takes about 2-3 hours but can take up to 48 hours depending on the size and complexity of each request and the number of requests already in the queue.

Self-serve import

If you select “Self-Serve,” import and format your assessment using the provided template so that TrustShare AI is able to read it.

1. Click on “Download Template” button to download the template, and then click on the “Next” button.
   
2. Provide the company name and click “Proceed.”
   
3. Select segments and click on “Add Assessment Details.”
   
4. Upload the assessment, select a due date, and click on the “Submit” button.
   

NOTE: If self-serve import is selected, all formatting will be self-service. This includes transferring responses back into the original file when you are ready to export or share the assessment.

Standardized assessment

If you select a “Standardized Assessment” from the template library.

1. Select a standardized assessment from the drop-down list.
   
2. Click on “Submit” button. TrustCloud AI will immediately begin answering questions using information from your TrustCloud program!

Import processing status

When a assessment has been imported, it will typically go through the following steps before it can be accessed for completion:

1. In Queue: Your assessment has been placed in a queue for the white-glove service team. Once they begin formatting your assessment, the status will update to “Processing.”
2. Processing: Your assessment is being formatted by the white-glove service team so that the AI can read it and provide answers to the questions from your program!
3. AI-Powered Answering: TrustCloud AI has begun answering your assessment!
4. Ready for Review: TrustCloud AI has reviewed your questions and provided responses. You are now ready to begin the review process!

NOTE: If you choose to import an assessment via the self-serve flow or import a standardized assessment from the template library, you will bypass steps 1 and 2 of the processing steps, and status will show as “Skipped Queue.”