View the Assessments Queue

The Assessments Overview page displays all of your assessments, regardless of status.

Each assessment displays as a card that includes the name of the vendor, the type of assessment, and the status of the assessment. An exclamation point indicates an assessment that has been escalated and needs your attention.

By default, the Assessments Overview page displays the assessments in a Kanban board with the assessments grouped by Status:

• Active assessments are open assessments. CORL is actively working with vendors to complete these assessments.

• Completed, In Remediation assessments are questionnaires that the vendor has completed. CORL is actively working with the vendor to remediate controls that were insufficient.

• Completed assessments are assessments that are complete and that have no open remediation items.

You can use the toggle button to switch back and forth between the Board, Table, and Queue views:

• The Board view displays the default Kanban board view with assessments grouped by status.
• The Table view displays all of the assessments, regardless of status, in a table view.
• The Queue view displays assessments that have been requested but have not been started.

Topics in this article include:

• Locate Assessments
• View Active Assessments
• View Completed Assessments in Vendor Remediation
• View Completed Assessments
• Asking Questions about an Assessment

Locate Assessments

If you have a lot of assessments in the queue, you can use search and filter options to locate specific assessments or to narrow down the list.

1. Navigate to Assessments > Assessments Overview. All assessments display by default. 
2. (Optional) If you want to search for an assessment, select any of the search options and click Search.

Tip: To clear the search, click the X icon.

View Active Assessments

1. Navigate to Assessments > Assessments Overview.
2. In the Assessments Board, view the cards in the Active column. 
3. (Optional) In the Assessment Table, view the cards with Stage = Active. 

View Completed Assessments in Vendor Remediation

1. Navigate to Assessments > Assessments Overview.
2. In the Assessments Board, view the cards in the Completed, In Remediation assessments column.
3. Click Results if you want to want to view the Executive Summary. 
4. Click Evidence if you want to view the evidence submitted by the vendor. 
5. Click the card to view more information. For more information, see View Assessment Details.
6. (Optional) In the Assessment Table, view the cards with Stage = Remediation. 

View Completed Assessments

1. Navigate to Assessments > Assessments Overview.
2. In the Assessments Board, view the cards in the Completed assessments column.  
3. Click the card to view more information about the assessment and to view the Executive Summary report. For more information, see View Assessment Details.
4. (Optional) In the Assessment Table, view the cards with Stage = Completed. 

View Assessments in a Table Format

You can view all of your assessments, regardless of status, in one table. 

1. Navigate to Assessments > Assessments Overview.
2. Click the Table icon. 
3. (Optional) Click the column headers if you want to sort the table on that column. 
4. (Optional) Click a row in the table to view more information. For more information, see View Assessment Details.
5. (Optional) Click Export if you want to export the data in the table as a CSV file. 

Asking Questions about an Assessment

1. If you have questions regarding an assessment in the queue, click the  icon and submit a ticket. For more information, see Submit an Assessment Ticket.