Working with assessment methods

Assessment methods are reusable templates (per assessment type) that define the procedure steps and the data to capture when evaluating a control. They also let you configure results fields so assessors can consistently summarize findings at the end of a control assessment.

View and manage an assessment method

When you open an assessment method, the page is organized into the following tabs:

  • Details View and edit general information about the assessment method.

  • Procedure Define the procedure steps that assessors follow when evaluating a control.

  • Controls Link or unlink controls that use this assessment method.

  • Results Configure the fields used to capture assessment outcomes.

How it works

You can filter, search, and customize the displayed assessment methods as needed.

Adding an assessment method

To add an assessment method, do the following:

  1. From the Platform home home page (www.highbond.com), select the Internal Controls app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Internal Controls app. The Internal Controls home page opens.

  2. In the left navigation panel, select Assessment methods and Select + Add assessment method.

  3. Do the following in the Details tab:

    1. Enter a Name for the assessment method.

    2. Enter Estimated effort in hours.

    3. Select the Applicable to category.

    4. Enter a brief Description of your assessment method.

  4. Complete the Procedure tab, see Managing procedures.

  5. Link Controls to the assessment method, see Linking controls.

  6. Activate the assessment method, see Updating assessment method status.

Deleting an assessment method

To delete an assessment method, do the following:

  1. From the Platform home home page (www.highbond.com), select the Internal Controls app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Internal Controls app. The Internal Controls home page opens.

  2. Go to the Assessment methods page.

  3. Select and open the assessment method you want to delete.

  4. Select the more options ⋮ button on the top-right corner.

  5. Select Delete.

  6. Select Delete in the confirmation prompt to permanently delete the assessment method.