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Assessments

Assessments Quickstart Guide
Building Assessments
Assessment Templates
Creating an Assessment
Configuring Show & Hide Logic in Assessments
Using Assessment Email Sets
Distributing, Reviewing, & Tracking
Assigning Assessments
Reviewing Assessments
Managing Assessments in Tables
Scoring & Automated Actions
Using Transcend Risk Scoring with Assessments
Assessment Triggers
Data Inventory Integration
Adding Assessments to the Data Inventory
Creating Inventory Rows from Assessments
Assessments API
Vendor Assessments API

Building Assessments

Everything that goes into designing an assessment before it's sent. Create templates from scratch or via import, add sections and questions, control which questions appear with Show & Hide (visibility) logic, and configure the email sets used to notify respondents.

Assessment Templates

How to create a template for any kind of assessment

Creating an Assessment

How to create and assign an Assessment

Configuring Show & Hide Logic in Assessments

Configuring Show & Hide Logic in Assessments lets you dynamically control which questions and sections appear based on earlier responses, so each respondent only sees what’s relevant to them.

Using Assessment Email Sets

How to configure assessment email templates

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