How Do I Complete a Scope Self-Assessment?

The Scope Self-Assessment lets you evaluate your current level of compliance based on a particular scope. This assessment allows you to set a “status” for each requirement in the Scope. By selecting a status for each requirement you will determine the percentage of compliance that your organization currently holds for the scope in question. This will assist in showing your organization’s Scope Administrators, Contributors and stakeholders the current state of compliance within the scope. Completing the Self-Assessment for a scope is optional, but recommended. 

Follow the steps below to complete your Scope Self-Assessment. 

1. Navigate to your scope by clicking Compliance > Scopes > View Scopes from the navigation panel on the left-hand side. Then, from the View Scopes page, click on the scope name.
2. From the View Scope page click the Continue button under the Self-Assessment section, as shown below.

3. On the Self-Assessment page, you will see a list of the requirements related to the scope (shown below). Next to each requirement you will see four choices under the Question Response column. Select from one of the following:
   • No Answer
   • Met
   • Not Met
   • N/A
   You have the option to leave a note regarding why you chose this answer for the Self-Assessment.

4. Once you've selected the appropriate answer for each Requirement, click the Back to Scope button to see your percentage of Tasks Met.

At any time, you can return to step 2 above and re-assess your scope to reflect the current state of your organization. 

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