Create an Assessment

It is recommended that you review existing assessments to get a better understanding of how text, sections, subsections and controls are used before creating your own assessment.

Compliance assessments are a way of grouping controls together so that device configurations can be tested in real time or an as-needed basis. These assessments can also be used for reporting.

To create an assessment, complete the following steps.

  1. On the toolbar, click Compliance > Assessments.
  2. Click Create.
  3. In the General Properties section, enter a Name and Description for the assessment.
  4. Complete the Assessment Builder section.
    1. Click Create > Section or Text.
    2. Complete the fields in the Create Section or Create Text dialog boxes, and then click Add.

    You can continue to click Create to add additional sections or text parts.

  1. Click the Menu icon to select additional assessment parts to add.

    Add Control

    • Select a control from the Available Controls box.

      To narrow the list of available controls, use the Filter Controls field by entering the text or partial text to filter by. Click the info icon to open a informational dialog box about the control.

    • Click the Add button to move it to the Selected Controls box.

      You can add one control at a time, or you can click the Add All button to move all controls to the selected box.

    • Click Add.

    Add Text Section

    • Complete the Add Text dialog box, and then click Add.

    Add Text Subsection
    • Complete the Add Subsection dialog box, and then click Add.

After a section or text part is created, you can change its order in the assessment by using a drag-and-drop operation.

  1. Complete the Assignment section.

    Assign Device Groups

  • Select a device group from the All Device Groups box.

    To narrow the list of available device groups, use the Filter All Device Groups field by entering the text or partial text to filter by.

  • Click the Add button to move it to the Selected Device Groups box.

    You can add one device group at a time, or you can click the Add All button to move all device groups to the selected box.

Assign Devices

  • Select a device from the All Devices box.

To narrow the list of available devices, use the Filter All Devices field by entering the text or partial text to filter by.

  • Click the Add button to move it to the Selected Devices box.
You can add one device at a time, or you can click the Add All button to move all devices to the selected box.

  1. Click Save.