Creating Assessments

To begin an assessment, click “Assessment Tools” on the left-side bar. Click  to add a folder for the client you are assessing.

Enter the client name as shown below. Click Save.

Click the tab for the type of Assessment you want to create. Then click the  Add file button of the desired client.

Business Assessment:

Captive Assessment:

Cyber Assessment:

The selected assessment type will open.  Answer all questions with your client or on behalf of your client, then click located at the bottom of the screen.

The Results screen will be displayed, as shown below. 

The button will produce a downloadable PDF version that can be shared with your client. 

The  button will return to the question entry page allowing you to change your responses.