How do I create a new risk assessment from a form template?

In valid8Me an onboarding user can create a risk assessment form by using a form template.

An onboarding user can create a risk assessment form template. This is where the onboarding company will be able to choose what questions are in the risk assessment and which risk score to apply to this form.

Please see Creating a Form Template for details on how to create a form template.

To create a Risk Assessment from a form template go to Vault Hub and select either a Local Vault or an Online Vault whose status is "Granted". Then click on the Risk Cases icon

 

Next, click on "Create Risk Case" to proceed with creating a Risk Assessment from a form template.

 

The "Create a Form" panel will be displayed, allowing the selection of Product/Service, Form Template, and Form Assignee.

 

Please note:

All pages of the form need to be assigned before the Confirm button becomes clickable.

 

Then the Risk Assessment form appears and can be completed by the assignee.

 

If you need any further assistance with this process please email our Support team at support@valid8me.com