Sending Assessments to Assets or Vendors

Assessments can be sent to internal assets or external vendors/clients/customers from your 1Risk platform.

Step 1a: You can add assessment by going to Risk > select Assessments from the action menu and click Add New. 

Step 1b. You can also go to the Asset > Select the Asset record > go to the Assessment subtab > go to the action menu and select Add New. 

Step 2: In the Add page, fill in the below info. When you're done, click Save.

• Name the Assessment
• Select the desired Assessment Template using the drop down menu or by typing the Template name
• If you choose Step 1a, select the assets/vendors using the drop down menu
• Select the due date for the Assessment
• In the Contact component, insert the Primary Contact who will be the primary receipent of the assessment. You can also add Additional Contacts as collaborators. 

Step 3: Once you click Save, the assessment will be created and the email notification initiate to the Primary and Additional Contacts. It looks like this.