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Using Hyperproof to perform assessments

Use the steps below to perform an assessment in Hyperproof.

Note: The assessments dashboard cannot be customized.

  1. Create the assessment

    1. Choose which controls, requirements, or risks to evaluate.

    2. Configure an approval workflow if you want to have risk updates reviewed. This applies to risk assessments only. See Creating a risk assessment.

    3. Determine what fields (if any) you'd like to review as part of the assessment.

    4. Add custom fields to evaluations to capture any assessment-specific scores you don't want to record directly on the controls, requirements, or risks.

      Note: Note that the custom fields must be created under Settings > Custom fields before you can add them to an evaluation. See Working with custom fields.

  2. Assign users to the assessment - Assigned users can perform the following actions:

    1. Evaluate controls or requirements

    2. Evaluate risks

    3. Link related objects (if necessary)

    4. Collaborate with team members

    5. Track inconsistencies with issues

  3. Create tasks to assign evaluation workloads

  4. Review and approve the evaluation

  5. Link proof to evaluations

    1. This could be evidence of a test performed for operational effectiveness.

    2. This could be a detailed breakdown of how a control, requirement, or risk scores in a certain assessment framework

    3. This could be a cost breakdown of control, requirement, or risk activities if you’re evaluating cost

  6. Optionally, do the following:

    1. Mark the assessment as 'Completed' via the assessment's Details tab

    2. Archive an evaluation

    3. Archive the assessment

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