# Submitting an Assessment

Once an assessment is submitted in PlexTrac, the platform automatically generates a report and directs the user to the **Report** module readout view, and all questions are turned into findings. This published report contains all the findings from the assessment, making it readily accessible to stakeholders and analyst users. This feature enables quick dissemination of information to relevant parties.

## Submitting an Assessment

<mark style="background-color:yellow;">Step 1:</mark> From the **Assessments** module home page, click the row of the assessment to work on or **Edit** from the "Actions" menu.&#x20;

<mark style="background-color:yellow;">Step 2:</mark> Click **Submit assessment**.&#x20;

{% hint style="danger" %}
This action cannot be undone. Once submitted, a report will be generated with recorded responses.
{% endhint %}

<figure><img src="/files/sb1KZMtu2dDXWee2HfLJ" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If a submittal is attempted with questions not completed, a warning message will appear:\
\
![](/files/Sm17YIlEveOItuLgV3f5)
{% endhint %}

<mark style="background-color:yellow;">Step 3:</mark> If all questions have been completed, a message confirming action appears. Click **Submit assessment**.&#x20;

<div align="left"><figure><img src="/files/YIpsv0E9Z7AvdJJNllw4" alt="" width="331"><figcaption></figcaption></figure></div>

A report readout from the **Reports** tab of the **Clients** module will be presented, providing assessment details. The answered questions are now findings. Each finding includes the question, description, assigned score, checkbox status, and any accompanying notes and relevant documentation incorporated into the assessment.&#x20;

If required, users can edit the report before exporting it. This feature ensures that the final report accurately reflects any updates or changes made during the assessment process. Users can review and modify the report as necessary, guaranteeing its accuracy and completeness before sharing it with stakeholders.

The assessment is still listed within the **Assessment** module, now with a "Completed" status.

## Assessment Findings Status&#x20;

Once an assessment is submitted, all questions, including custom fields, are transformed into findings. PlexTrac then assigns a status to each finding, using business rules corresponding to the answer type and values of the question.

{% hint style="info" %}
More information on answer types and values can be found on the [Creating Questions page](/plextrac-documentation/product-documentation/assessments/questionnaires.md#creating-questions) and under [General Settings](/plextrac-documentation/product-documentation-1/account-management/account-admin/tenant-settings/general-settings.md#answer-types) of the **Admin Dashboard**.
{% endhint %}

### Findings Status Logic

Below are the guidelines used to determine the value given to a finding status. These rules are followed in sequence until the status is resolved and a value is determined.&#x20;

To ensure the accuracy of the rules listed in the table, the answer type value must match the value in the table, where applicable. For example, an answer type value of `Not Compliant` will result in a match and a findings status assigned, while a value of `Non Compliant` will not.

The same logic is applied to custom fields. If, for example, a custom field answer type is "Yes (Pass) / No (Fail)" and the value is "Yes," the finding status assigned is `Closed`. If the custom field answer type scenario and value are not found below, the finding status assigned is `In Process`.

{% hint style="info" %}
If multiple answer types exist for a question, only the first answer type assigns a status to a finding.
{% endhint %}

<table><thead><tr><th width="126">Sequence</th><th>Logic</th><th width="182">Answer type value </th><th>Assigned finding status</th></tr></thead><tbody><tr><td>1</td><td>Answer type value is Yes AND Answer type is "Yes (Pass) / No (Fail)"</td><td>Yes</td><td>Closed</td></tr><tr><td></td><td>Answer type value is Yes AND Answer type is NOT "Yes (Pass) / No (Fail)"</td><td>Yes</td><td>Open</td></tr><tr><td>2</td><td>Answer type value is No AND Answer type is "Yes (Pass) / No (Fail)"</td><td>No</td><td>Open</td></tr><tr><td></td><td>Answer type value is No AND Answer type is NOT "Yes (Pass) / No (Fail)"</td><td>No</td><td>Closed</td></tr><tr><td>3</td><td>Answer type is "CMMC Processes" or "CMMC Practices"</td><td>Any value</td><td>Open</td></tr><tr><td>4</td><td>Answer type value was left blank or not answered</td><td></td><td>Open</td></tr><tr><td>5</td><td>Answer type value is checked against a list of values that are mapped (if the answer type is Multiple Choice and more than one box was checked, the value of the topmost option is used)</td><td>No (Pass)</td><td>Closed</td></tr><tr><td></td><td></td><td>Not Started</td><td>Open</td></tr><tr><td></td><td></td><td>Strongly Disagree</td><td>Open</td></tr><tr><td></td><td></td><td>Initial </td><td>Open</td></tr><tr><td></td><td></td><td>Yes (Fail)</td><td>Open</td></tr><tr><td></td><td></td><td>Operational</td><td>Closed</td></tr><tr><td></td><td></td><td>Strongly Agree</td><td>Closed</td></tr><tr><td></td><td></td><td>Optimizing</td><td>Closed</td></tr><tr><td></td><td></td><td>Compliant</td><td>Closed</td></tr><tr><td></td><td></td><td>Not Compliant</td><td>Open</td></tr><tr><td></td><td></td><td>Required</td><td>Open</td></tr><tr><td></td><td></td><td>Extremely Effective</td><td>Closed</td></tr><tr><td></td><td></td><td>Not Effective</td><td>Open</td></tr><tr><td></td><td></td><td>In Place</td><td>Closed</td></tr><tr><td></td><td></td><td>Not In Place</td><td>Open</td></tr><tr><td></td><td></td><td>N/A</td><td>Closed</td></tr><tr><td></td><td></td><td>In Place w/CCW</td><td>Closed</td></tr><tr><td></td><td></td><td>Not Tested</td><td>Open</td></tr><tr><td>6</td><td>Finding still does not have an assigned status</td><td></td><td>In Process</td></tr></tbody></table>


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