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Create a risk assessment using the Risk Assessment Designer

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Create a risk assessment using the Risk Assessment Designer

Using the risk assessment designer, users can create and edit metric types, use different metric types for different risks, select multiple respondents for a risk assessment, as well as change scoring parameters.

Before you begin

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

About this task

All assessment records are stored in assessment tables and displayed in assessment views of those tables.

Table 1. Elements of the Assessment Designer
Element Description
Controls Controls for the supported question data types are available in the Controls palette. Drag a control onto the designer canvas to create a question of that type.
Header bar The header bar contains tabs that display different views and a menu of various functions. The availability of each option depends on the status of the assessment that is opened in the designer.
Design canvas New assessments open in the Design view. The assessment Name field appears above the first category in the canvas. A blank question field appears in the category container.


  1. Navigate to Risk > Administration > Assessment Types.
  2. Click Risk Assessment Designer.
  3. Enter a name in the Name field.
  4. Drag a control onto the designer canvas to create a question of that type.
    Table 2. 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 multi-line 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. N
    Image Scale Question with a choice of images that can be selected. A template can be used to apply the same images to multiple questions. Y
    Multiple Selection Question with multiple check boxes that can be selected. Y
    Ranking Question with an order number to be selected for each option.

    One order number cannot be selected twice. This question can be mandatory and it can also be dependent on a parent question, but not vice versa.

    Note: Set the correct answer for the metric that you want to be scored. Scored metrics determine the compliance status of the risk.
  5. Click one of the following tabs to change the view in the canvas:
    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 designer to select one of the following options:
    Note: The availability of each option depends on the status of the assessment that is opened in the designer.
    Save Save the current assessment.
    Preview Display a preview to the selected recipients.
    Publish Distributes the assessment to the selected recipients.
    Save and Publish Saves and distributes the assessment in one step.
    New Attestation Opens a fresh canvas for a new assessment.
    Load Attestation Opens a list of existing assessment that you can select and edit.
    Unlike other types of assessments, risk assessments do not appear in the Self-Service > My assessments & surveys module, because hundreds of control attestations could be generated at once. Instead,risk assessments are shown as a list in the Risk > Risk Register > My Assessments and Risk > Risk Register > All Assessments module.