Users can add tags to the Activity Tab and Evidence Tab of an assessment. These tags are helpful to identify further types of activities and evidence provided.
On assessment export, the tags are not exported to the spreadsheet.
Tags on the Activity Tab can be used to indicate a state other than actual control states to not influence the maturity scoring.
Available tags on the Activity Tab are:
|- Recommendation |
- In Process
- Manager Review
- Dir/SM Review
- Partner Review
- Review Complete
Available tags on the Evidence Tab are:
|- Policy |
- Support Artifacts
When adding evidence to an assessment, a response level on the practice must be entered before adding evidence, or the evidence might not be saved.
- Navigate to an assessment’s Activity or Evidence tab.
- Click the Tags icon.
- Select the Activity or Evidence tag(s) you wish to apply. Multiple tags are allowed to indicate activities or apply evidence groups.
The tags are added underneath the Notes text field on the tabs. For example: