Improve workflows for conducting Assessments

Complyon’s automated processes transform how organisations conduct assessments

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Assessments: the prerequisite for projects

No project can begin without an assessment. However, assessments can be complicated – requiring input from different people at different times, with many boxes to tick before the project can begin.

Complyon designed the Assessment module to simplify the assessment process, whether a new project is being started or third parties or systems need assessing. Through automatic processes, it sets up the necessary questions, gathers responses and inputs, and generates reports. The user-friendly dashboard gives a clear overview of the assessments running at any given time and provides easy access to the relevant documentation.

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Automatically involve the relevant people

With just one click, Complyon’s platform assigns tasks to relevant employees, relevant third-parties, and those responsible for third-parties. Email notifications inform stakeholders about tasks and due dates, ensuring the correct people are automatically contacted for every assessment.

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All assessment tasks handled within the system

Complyon’s Assessment module takes control of all communication related to assessments – such as the the DPO’s DPIAs and other risk assessments.

By setting up the relevant tasks in Complyon’s platform, it’s easy to see the stage of completion of each task. The clear dashboard and intuitive user panel make it simple to understand which tasks have been completed and which are still due, making monitoring assessments a much easier process.

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Questionnaires can be default or tailor-made

Within the platform, admins can create and send the assessment questionnaire to the relevant stakeholders. There are default options available and also the choice for admins to create their own questionnaire tailored to their needs.

Admins can set up questionnaires that include the following features:

Tailor-made questions
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Clearly explain what you need in wording that your employees will understand.

Attachments
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Create an option for employees to include the relevant documents and links in the answer to the question.

Scope
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Define who should be responsible for answering each question.

Tasks
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Understand what is required and what action must be carried out.

Schedule
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Set the date for which the project is due or the time for which it will run.

Repetition
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Choose if it’s a one-time assessment or should be given automatically for a set interval of time.

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Reports are auto-generated with up-to-date information

Once a questionnaire has been filled in, Complyon’s platform automatically generates a report containing all the relevant information from the assessment.

This report copies information from the system into a formatted document and includes company information, a brief introduction, the questions from the template, and an appendix of terms. Through this process, it’s simple to automatically create the report and documentation needed for assessments.

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An easier way to control assessments

Large organisations often find that assessment information is lost or siloed. Complyon removes this difficulty by containing all the information and records of completion in one place. Creating, assigning, and completing assessments occurs within one platform, with even the communication handled automatically. As a result, the assessment process is simple and quick, leaving time to focus on the important task of conducting the project.

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