How to start the use of R5 (Updated) Default Vendor Templates:
1. New evaluations based on Workflow with Assessment as a step do not require any action items:
R5 (Updated) Vendor Templates will be added as Default options in Confirm Classification step for all new evaluations, including already started with unconfirmed Classification stage.
Please be aware that updates won’t be applied for existing evaluations in Assessment/Remediation stages. Such evaluations will continue the use of previously chosen template (for ex., R4 (Legacy) Default Vendor Template or Custom Template).
2. Evaluations based on Workflow with associated template as a step will require manual update:
Evaluations will continue to be assessed with template stated in the Workflow, until another template is manually associated as a Workflow step. For ex., to start the use of Beginner R5 instead of Beginner R4 as an associated template, please manually associate Beginner R5 with a Workflow in focus.
Please be aware that R4 (Legacy) Default Templates won’t be available for creation of new associates. However, when confirming the classification you can select the R4 versions from the dropdown to send the vendor.
Reminder for Copy logic:
Due to various Assessment versions available for use, please keep in mind that responses between different Assessments (for ex., when copying from S2Org to S2Vendor, or from S2Vendor to S2Vendor) are carried over only if there is a full match between statement texts.