Create a control attestation using the Attestation Designer

Unlike other types of assessments, control attestations do not appear in the Self-Service > My assessments & surveys module, because hundreds of control attestations could be generated at once. Instead, controls attestations are shown as a list in the My Attestations module and All Attestations module. The Attestation Designer includes a design canvas, a header bar, and many controls for creating attestations.

Before you begin

Role required: sn_compliance.attest_creator, sn_compliance.manager, sn_compliance.administrator

Procedure

  1. Navigate to Policy and Compliance > Administration > Attestation Types.
  2. Click Attestation Designer.
  3. Enter a name in the Name field above first category in the canvas.
    A blank question field appears in the category container.
  4. Drag a control onto the designer canvas to create a question of that type.
    Table 1. Question controls
    Data type Description Scored
    Attachment Question with a Manage Attachments icon that allows users to attach one or more files. Y
    Boolean Question with a check box or a Yes/No list for user responses.
    Choice List of predefined options. For more information, see the definition for Choices. Y
    Date Date field. N
    Date/Time Date and time field. N
    Number Number field with predefined minimum and maximum values. The default is 1-10. N
    Percentage Percentage field with a prescribed range. N
    Scale Predefined Likert scale. Answer options appear as radio buttons. Y
    Numeric Scale Selectable number scale. The default is 1-5. Answer options appear as radio buttons. Y
    String Single or multiline text field. N
    Template Choice list of templates that provide a predefined scale of options. . Y
    Reference Choice list of fields from a specified reference table. This data type does not support reference qualifiers.
    Note: Set the correct answer for the metric that you want to be scored. Scored metrics determine the compliance status of the controls.
  5. Click one of the following tabs to change the view in the canvas:
    OptionDescription
    Design Add categories and questions, and configure the properties of each. This is the default view of the canvas when you open the designer.
    Configuration Create introductions and end notes for attestations, and select a signature.
    Availability Select the recipients for each category in the attestation.
  6. Point to the menu icon in the upper right of the Attestation Designer to select one of the following options:
    Note: The availability of each option depends on the status of the attestation that is opened in the designer.
    OptionDescription
    Save Save the current attestation.
    Preview Display a preview to the selected recipients.
    Publish Distributes the attestation to the selected recipients.
    Save and Publish Saves and distributes the attestation in one step.
    New Attestation Opens a fresh canvas for a new attestation.
    Load Attestation Opens a list of existing attestations that you can select and edit.