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See also: What is an assessment series?

Working with Series

The “Series” page allows you to view and edit existing series or create new ones.

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Each series has a name and a target type. Make sure you choose the correct target type, because later when you create an instance or an assessment within the series, your options will be limited based on the target type.

Possible Target Types

Target Type

Description

Org Unit

Allows you to create organizational assessments, choosing any number of targeted organizational units. Surveys will include unit questions targeted to each OU and host categorization for any sheets belonging to targeted OUs. Only superusers can create Organizational Assessments.

App

Allows you to create an app assessment for a given app in inventory, including an overall classification and app questions. Only superusers and assessment managers can create and complete app assessments.

Vendor

Allows you to assess a vendor product. Anyone with a role in an OU can create and complete vendor assessments.

Working with Assessments

On the “Assessments” page, you can work with existing assessments or create new ones. Before creating an assessment, the series must already exist. This is true even if you are going to do a one-off assessment. With the exception of vendor products, whatever objects are going to be targeted by the assessment must also exist in Isora GRC before you create the assessment. For example, if you want to assess an app called TimeSheets, the TimeSheets app must already be in inventory before you create the assessment. If you are assessing the MATH organizational unit, the MATH OU must already exist in Isora GRC.

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