How-To: Update a Running Assessment

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Updating question snapshots will cause a notification to go out to Assessment Managers. You may want to customize the message to indicate the reason for the update and to draw their attention to particular questions that were changed. If you intend to do this, you should update the notification message before you do the update. (See also: Customizing Notifications ).

This information is for superusers only. To update a running assessment so that the questions match the latest version in Isora GRC, you need to update question snapshots. The feature to update question snapshots is currently only available in the old UI. If you navigate to the Settings page, you will be in the old UI, even if the new UI is enabled.

  1. On the Settings page, click Assessments on the left-hand navigation panel. Then click the smaller Assessments link in the middle of the page to access the assessments settings table view.
  1. On the assessments table view, locate the active assessment that you want to update. Click the pencil icon next to it.
  1. In the edit assessment dialog, click the link where it says “Click here to update assessment question snapshots.”
  1. In the confirmation dialog, click the Update button.
  1. After the update is complete, you will see a confirmation message. Click the X in the upper right hand corner to close the confirmation dialog.
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