Assessment Workflow

This guide outlines the step-by-step process for managing assessment in TrustShare. It explains how to review, edit, approve, and track assessments efficiently using TrustCloud AI.

Overview of assessment workflow

When working on assessments, users navigate through four main tabs, each representing a different stage in the process:

1. All Questions: Provides a comprehensive view of all questions, including answered, pending, and approved responses.
2. Pre-filled by TrustCloud: Displays automatically generated responses based on existing compliance artifacts, policies, and previous answers.
3. Needs Answers: Identifies unanswered or incomplete questions that require user input before submission.
4. Needs Approval: Lists responses that require review and approval from authorized personnel before finalizing the assessment.

All Questions

The “All Questions” tab provides a comprehensive view of all questions in the assessments, regardless of their status. This tab is useful to view all questions, their owners, and statuses for monitoring progress.

Pre-filled by TrustCloud

In this tab, TrustCloud AI provides pre-filled responses to assessment items. These answers are based on system intelligence but may require review and approval.

Actions

1. Access Pre-filled Questions:
   1. Navigate to the “Pre-filled by TrustCloud” tab.
   2. View the pre-filled responses provided by TrustCloud AI.
   3. Click “Edit Answer” to modify or “Approve” to confirm the answer.
   4. If the response is incorrect, click “Reject Answer.”
      
      

Needs Answers

This tab contains questions that still require user input. You can view pending questions, their owners, suggestions, and statuses.

Actions

1. Access Pending Questions:
   1. Navigate to the “Needs Answers” tab.
   2. Click “Needs Answers” next to the assessment.
2. Answer Questions:
   1. Enter your answer in the provided field.
   2. Optionally, view related suggestions by scrolling to the bottom of the answer panel.
   3. Add evidence or additional comments as needed.
   4. Click “Submit” to save your response.
3. Using Suggestions:
   1. Suggested answers are provided when TrustCloud AI lacks high confidence in the match. Suggestions may include related controls from TrustOps or previously submitted answers.
   2. You can view the source of the answer as well

Needs Approval

This tab lists answers provided by your team that require approval by an authorized individual or subject matter expert (SME).

Actions

1. Review Answers:
   1. Navigate to the “Needs Approval” tab.
      
   2. Click “Review & Approve” next to the assessment.
      
   3. Review the answer; if changes are needed, you can edit the answer.
   4. Provide comments and click “Approve” to confirm an answer or reject the answer.

Additional actions on assessments

Reopening a question

If a previously approved answer needs to be revisited, you can reopen it.

Steps:

1. Go to your TrustShare program and select “Assessments” from the left-hand menu.
2. Locate the assessment under the “Complete” category.
3. Click the three-dot menu and select “Re-open Assessment.”

Exporting answers

You can export answers from an assessment for external review or documentation purposes.

Steps:

1. Navigate to “Assessments” in your TrustShare program.
2. Locate the assessment under the “Complete” category.
3. Click the three-dot menu and select “Export Answers.”
   
   

Marking a assessment as complete

Once all answers are provided and approved, you can mark the assessment as complete.

Steps:

1. Go to “Assessments” in your TrustShare program.
2. Select the assessment from the “In Progress” list.
3. Click the three-dot menu and select “Mark Complete.”
   The assessment will be moved to the “Complete” category.

Next step

In the next article, we will explore how to complete the assessment workflow in detail. Stay tuned!