Create Assessment

PlexTrac makes it easy to create assessment questionnaires. Assessment questionnaires may be used for a variety of cases, including: vendor risk management, internal/external audit, SOC2 certification, and many more.

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.

​

Step 1: Navigate to the "Assessments" view

​

Step 2: Click the "New Assessment" button

​

Step 3: Click the "Add Question" button to add a new question

​

Step 4: Click "Save" to save the assessment