PlexTrac makes it easy to create assessment questionnaires. While some assessments are provided out-of-the-box as examples, no limits exist to the kind of assessments that can be created and customized as needed.
Assessment questionnaires may be used for a variety of cases, such as vendor risk management, internal/external audit, SOC2 certification, etc.
The benefit of managing assessment questionnaires in PlexTrac is the ability to utilize PlexTrac's Reports and Analytics modules to track and report on the status of the assessment findings.
The Assessments module is available on from the main menu.
The Assessments module has two sections:
  • In Progress/Completed (default view after clicking Assesments): This tab shows all assessments the user has access to view, including those completed and in progress.
  • Manage Questionnaires: This tab lists all questionnaires that can leveraged and used in an assessment, and provides ability to begin an assessment, edit an existing questionnaire, preview a questionnaire, edit answer types, or customize questions.
Click Next below to learn how to create an assessment.
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