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Evaluation method

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Location: Configuration Evaluation Evaluation method

 

Prerequisites:

Criterion

Optional:

Attribute

 

Overview:

By means of this menu, all the methods that can be used to carry out the risk and control evaluation must be created. The methods created here will be used later in the configuration of the plan type.

 

Specific buttons:

Click on the arrow located next to this button and select the desired option:

Add: Allows you to create a new object. See more details on how to perform this operation in the Configuring the evaluation method section.

Add new revision: Allows performing a new revision on the object selected in the list of records. This button is only available if the status of the evaluation method is Released. See more details on how to perform this operation in the Revising an evaluation method section.

Click on this button to edit the evaluation method selected in the list of records.

Click on this button to delete the evaluation method selected in the list of records.

Click on this button to release the ongoing revision of the evaluation method that is selected in the list of records. 

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to enable/disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter, in the search filters panel.

Click on this button to copy the evaluation method selected in the list of records. The start of the performed copy ID # will be "Copy of", facilitating the identification.

 

Use the "Search filters" to easily retrieve records based on specific information.