Configure Assessments

You can configure an Assessment, which contains a set of security content that you specify (any combination of Actions, Sequences, and Evaluations). This Assessment can then be distributed to other Director instances, from which the bundled content can be run.

From a Director, you can create Assessments in either of the following ways:

• Create a brand new Assessment directly using configuration options on the Director.
• Import an existing Assessment provided by an administrator of another Director.

Configure a New Assessment

1. Go to Library > Assessments.
2. Select Create Assessment.
3. Provide a Name and Description to identify the Assessment.
4. Specify an External Reference if you want to use a custom naming system to easily identify this Assessment. You can enter any text in the field. If you give multiple Assessments the same external reference, you can group them under this metadata. This reference value also appears in the data that is published through a Pipeline to an external data visualization tool, such as Power Bi.
5. (Optional) If required, check Assign a Due Date and specify a due date in the drop-down. 
   The due date must set to the day on which you're creating the Assessment or a future date. You cannot select a past due date.
6. Select Add Content and choose a content type (Actions, Sequences, or Evaluations) you want to add to the Assessment.
7. (Optional) As you click through content, select View Details to load the content information inline. When finished reviewing, select Back to List.
   

   Viewing Content Details Inline

    
8. When you've chosen all the content, select Add to Assessment.
   In any of the three content type windows, you can select multiple entries at once to add these to the Assessment. You can also select Clear if you selected an incorrect entry and want to start over.
   Adding Actions in Bulk to an Assessment
9. Repeat the Add Content steps (6 - 9) for any other types of content that you want to add. The categorized content entries appear in the Content to Run section.
   Added Content Example: Four Actions and Two Sequences
10. When you've added all the content, select Save. The Assessment appears in the list with a Created status.

Import an Existing Assessment

1. Go to Library > Assessments.
2. Select Import Assessment.
3. Browse to and select the local Assessment file (in JSON format) that was exported from another Director.
4. Select Import. The Assessment appears in the list with an Imported status.
   • You cannot edit an imported Assessment. If you need to, you can clone the Assessment to create a new one.
   • For an imported Assessment, if any of its security content (Sequences, Evaluations, Actions) is not present on the receiving Director, there might be an error message or no message at all, depending on the version of Security Validation.