Assessments

Path: /assessments

Assessments are the core workflow — they evaluate your organization against a compliance framework (SOC 2, ISO 27001, CMMC).

Key Elements

• New Assessment button (top right) — Start a new compliance assessment.
• Assessment table — Lists all assessments with name, framework, status, progress bar, and creation date.
• Status badges — Completed (green), Pending (blue), In Progress (yellow).
• Progress — Percentage of controls evaluated in that assessment.
• View — Click to open the assessment detail page.

How to Create an Assessment

1. Click New Assessment.
2. Select a framework (SOC 2, ISO 27001, or CMMC).
3. Name your assessment and click Create.
4. The system will create findings for each control in the framework.
5. Click Execute to run automated checks against connected infrastructure.

How to Review an Assessment

1. Click View on any assessment row.
2. The detail page shows each control, its status, and attached evidence.
3. Mark controls as pass/fail and attach evidence or notes.