The Risk Assessment feature allows Admin Users to set up and manage structured workflows that guide Users through evaluating assigned risks. Assessments can include one, multiple, or all risks in the system. While multiple assessments can run at once, each risk can only be part of one active assessment at a time.
Note: This feature must be activated under General Settings in Admin System Settings. If unavailable, contact Tracker Networks Support.
A. Admin View — Creating and Managing Assessments
Activate Feature: Once enabled, a green "Assess" button will appear in the Enterprise Risk Console (Admins only).
Create Assessment:
Click "Assess" to open a side panel.
(Optional) Name the assessment.
Select at least one risk using the checkboxes in the Rank column.
Click "Create Assessment" to open the Assessment Details screen.
Assign Assessors:
Use the "Assessor for this Assessment" dropdown for each risk.
Only Standard and Admin users can be assigned.
Manage Risks:
Add risks: Click "Add Risk" (top right).
Remove risks: Check the box beside a risk > "Remove Risk".
Change the assessor anytime before the assessment ends.
Customize Instructions:
Click "Instructions" in the left submenu.
Customize templates for assessors and approvers.
Options: Reset, Preview, Save, Save & Set as Default.
Set End Date:
Defaults to 2 weeks.
Choose a custom date/time in the upper-right date selector.
Start Assessment:
Click "Start and Send" (black button).
Sends individual emails to each assigned assessor.
Track Status:
New columns appear: Status and Remind.
Use checkboxes to:
Send Reminder
Remove Risk(s)
Reset Status (if a risk was assessed and needs reassessment)
If you reset, re-send the invitation manually using Send Reminder.
Edit Post-Launch:
Risks and assessors can be edited while the assessment is active.
After the end or expiry, only the assessment name can be changed.
View All Assessments:
Go to Risks > Assessments (Admins only).
Click on an assessment name to open the details.
Send Final Reminders:
Use "Send Request" to follow up with assessors before expiry.
B. User View — Completing Assigned Assessments
Notification:
Users receive an email with a link.
Each user receives only one email, regardless of how many risks they’re assigned.
Accessing Assessments:
Click the link or Update Now in the email.
Log in and land on My Risk Assessments.
View assigned risks in the Open Items section.
Assess Each Risk:
Click Risk Name or Open Risk.
On the Risk Details screen, click Mark Assessed (visible only to the assigned user while assessment is active).
Submit Assessment:
Complete the required fields.
Click Mark Assessed.
Confirm attestation > click Continue.
Return to My Risk Assessments.
Repeat Until Complete:
Continue until all risks are assessed.
Completed risks move to Completed section.
Reassess if Needed:
As long as the assessment is still active, users can return to a risk and reassess.
Navigate via My Assessments in the Risks menu.
No Assigned Risks?:
Users not assigned any active assessments will see a blank page with a notice.
Visibility:
Once a risk is assessed, the assessor's name, date, and time appear in the Assessment section of the Risk Details screen. This is visible to all users.