Adding Assessments to an Assessment Campaign Manually

If an assessment has been performed outside of an Assessment Campaign, but later needs to be added to a campaign, for example, to take advantage of the campaign dashboard and analytics, follow these steps:

Prerequisite: Create the Assessment Campaign

1.       Select Assessments Campaign from the menu

2.       Click the ellipsis in the top right corner and select ‘Add New’

3.       Complete the details for the campaign and choose save type:

a.       Save your campaign but do not generate Assessments

b.       Save your campaign and also generate new Assessments

If you are retroactively creating a campaign, select ‘Save’ (and do not generate assessments, then continue to add Assessments to your newly created campaign (shown below).

Add Assessments to a Campaign

1.       Open the assessment that should be added (this cannot currently be done in bulk)

Note the ‘N/A’ status of the ‘Assessment Campaign’

 2.       Click the ellipsis in the top right corner and select ‘Edit’

3.       Search for and select the campaign the assessment should be added to

4.       Save the changes

After Assessments have been added to a campaign, you are then able to use all the features of the Assessments Campaign module, including dashboard, list of top risks, and other analytics.

Support

As part of the C1Risk basic support offering, customers have access to specialists to help achieve their milestones on the 1Risk platform. Typically, customers meet monthly with specialists, but we will customize your support based on your needs.