This section describes actions that are available in the More Actions dropdown list on the Program Details page > Assessments tab. Available actions are limited by the assessment status and the user's permissions. Some actions can be performed on multiple assessments at a time.
Action | Description |
Export Assessment to Excel | Export assessment results as an Excel spreadsheet file. |
Move Workflow | Perform an action, such as Approve or Reject to move the assessment workflow to another stage. |
Remove Dynamic Groups | Remove all dynamic groups that are associated with the specified assessment. For more information, see Remove Entities section in the Options page of New Program wizard. |
Propagate Control Results | Propagates control results for the selected assessments using entity relationships. |
Apply Target Profiles | Applies Target Profiles |
Refresh Scores | Updates risk and compliance scores. Restarting a closed assessment of a recurring program is one of the instances where this action can be used by a user. Refreshing scores may take a few minutes to accomplish. |
Manage entities moved into Dynamic Groups | Update assessment entities that have moved into dynamic groups. |
Manage entities moved out of Dynamic Groups | Update assessment entities that have moved out of dynamic groups. |
Remove entity collections | Remove entity collection and its member assessments. |
Manage entities moved into entity collections | Update assessment entities that are newly added to an entity collection. |
Ensure that you do not update content tied to a program immediately after executing the "Propagate Control Results" action. Please wait for at least 30 minutes after executing the "Propagate Control Results" action before updating content.
