Uploading a Third Party Risk Assessment and Using the Workplan Tool

Related to Product: SectyrHub Risk Assessment

Applies to: Admins

Description: This article explains how to upload a Risk Assessment that was completed outside of the Sectyr Risk Assessment solution in order to add it to the history and enable the workplan.

Step 1: Click on the "Risk Assessment" icon in the left menu bar.

Step 2: To upload, click the  “Upload Third Party Assessment” button on the top right.

Step 3:  A window will open.  Enter the year of the Risk Assessment and choose "privacy," "security," or both. Click the “Get Started” button at the bottom right.

Step 4: To upload, click the  “Add Files” button on the top right of a document box.

Step 5:  A window will open. Select the file(s) and click the “open” button at the bottom right. 

Step 4:  The document(s) will now appear in the document box, where you can take the following actions after clicking "save" at the bottom of the screen:

• View: click the "pop out" icon
• Download: click the "down arrow" icon
• Delete: click the "X" icon

Step 5: On the left, under "Admin Actions," select "Complete Risk Assessment and Start Workplan" A pop up will appear, and after that you will be taken to the Workplan.

Step 6: On the left, under "Admin Actions," select "New Requirement." This can be repeated to add as many items to your Workplan as you want.

Step 7: Check the appropriate box for "privacy" or "security" depending on the type of requirement. Enter the regulation number in the box to the right.

Step 8: Enter a short name for the requirement in the "New Requirement" box.

Step 9: Select a date the that the rest of the information on the screen must be completed by.

Step 10: Choose the name of the person responsible under "Assigned To."

Step 11: Click "Save" at the bottom of the screen.

Step 12: When you are finished adding requirements, select "Email Task Notification" under "Admin Actions" on the left. This will notify staff that they have assignments.

Step 13: When the "Current Process/Situation and "Remediation Plan" are complete for a requirement, click the box at the bottom that says "Check Once Complete." This will mark that Workplan item as completed.

Step 14: When all of the Workplan items are complete, or if it is time to close out the Risk Assessment and Workplan and start a new one, click "Complete Workplan" under "Admin Actions" on the left. The Workplan will be available via the "History" icon on the left navigation bar. 

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