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WAGNER
Copper Contributor
Jan 18, 2023
Solved

Start Custom assessments

Maybe I missed something - Created a Custom Assessment in the compliance manager (copied from various into new one) - 2 days after uploading and adding the assessments the status is still:  Not started

On others assessments, the status is "Incomplete" 
 
1) How do I "start" this custom assessment? 


2) How do I delete the custom Assessment Template? 

 

  • WAGNER OK, you can filter your improvement actions by Manual, Parent, or Automatic. Any Automatic ones should try and implement, the rest will need to be assigned to admins and implemented either by manual steps or as part of a parent item. Try and filter the actions by Automatic. If there are none then you will have to do them via the other methods.

     

    Oh, and I don't believe you can delete an assessment template.

     

    Example of filtering shown below.

     

6 Replies

  • Hi, does your assessment created from the custom template show any improvement actions from the overview tab?

    If so, what are they please?
      • WAGNER OK, you can filter your improvement actions by Manual, Parent, or Automatic. Any Automatic ones should try and implement, the rest will need to be assigned to admins and implemented either by manual steps or as part of a parent item. Try and filter the actions by Automatic. If there are none then you will have to do them via the other methods.

         

        Oh, and I don't believe you can delete an assessment template.

         

        Example of filtering shown below.

         

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