Other Stage Options

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 ticketer exception request. Note: The workflow option has no bearing on the ticket's owner, who can always make changes to the ticket. If a user has the Object Manage permission or is a stakeholder, then they will be able to make changes to the object regardless of whether the option is checked.
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: If a user has the Object Manage permission or is a stakeholder, they will be able to make changes to the object regardless of whether the option is checked. The workflow option will only be applicable if there are stakeholders mapped.
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 email to each stakeholder individually, or by sending a single email to all stakeholders. For example, if a workflow stage has two normal stakeholders and three email stakeholders: Notify by sending email individually to each stakeholder: Two emails are sent to normal stakeholders in the TO list with no one on the CC list and one email is sent to email only stakeholders on the CC list with no one in the TO list. Notify by sending single email to all stakeholders: One email is sent which includes two normal stakeholders in the TO list and three email-only stakeholders in the CC list.
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 email 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.