Assessment, Policy, Ticket, Finding, and Exception workflow stages (except as noted) present the following additional options for advanced settings.
Option | Workflow Type | Description |
Notify selected stakeholder | Ticket, Policy, Finding and Exception | Notify the stakeholder selected in this stage. |
Notify owner | Ticket Finding, and Exception | Notify object owners regarding the object creation. |
Allow submitter/requester to make changes | Ticket and Exception | If checked, the original submitter or requester can change the ticket or exception request. Note:
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Allow additional stakeholders to be added | Ticket and Finding | If checked, allow additional stakeholders to add to the stage. |
Allow owner to make changes | Finding | If checked, allow owners to make changes in the findings. Note:
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Add Option | All | Click to add reminder and escalation options. For more information, see Sending Reminders and Escalations to Stakeholders. |
Notify by sending… | All | Notify by sending an e-mail to each stakeholder individually, or by sending a single e-mail to all stakeholders. For example, if a workflow stage has 2 normal stakeholders and 3 email, only stakeholders and the user selects the below option,
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Allow each questionnaire to advance workflow stages... | Assessment Only | Allow each questionnaire to advance independently, or require that all questionnaires must advance together. Specify "branch" and "join" stages that mark the beginning and ending of independent transition zones in a workflow. For more information, see Allowing Independent Stage Transitions. |
Enable preferred user matching | Assessment only | If this option is checked, RiskVision will send questionnaires to preferred users. If a preferred user is not found for a particular entity, a related option specifies whether to send a questionnaire. For information about how to set up the preferred ownership, see Preferred Ownership. |
Allow Control test authoring | Assessment only | If checked, respondents can author control tests. |
Allow Control test authoring | Assessment only | If checked, respondents can evaluate control tests. |
Read Only Stage | Assessment only | Click and select to prevent modification of the entire questionnaire or answers. For more information, see Locking Answers in a Questionnaire. |
Notify primary owner when assessment is accessed | Assessment only | If checked, sends the primary owner of the entity or asset an e-mail when the assessment is accessed. For configuration steps, see Notifying Assessment Owner. |
Show Private Comments | Assessment only | If checked, show private comments. |
Allow all question scoring | Assessment only | If checked, allow all question scoring. |
This is Review Stage | Assessment only | Check to indicate that the status of the current stage is in review. |
Auto Advance after n days; Action <action> | Assessment only | Advance the assessment workflow automatically using the specified action if it is still in this stage the specified number of days since the start. |
Advance to the next stage when... | Ticket and Exception | Automatically advance to the next stage when any, all, or a specified percentage of stakeholders have performed the specified action. |