Skip to main content

Pass an assessment

When you want to indicate that an entity has met the necessary due diligence requirements, pass the assessment. You can cancel the assessment later if you need to.

Note

Your assessment workflow may be configured to pass assessments automatically.

To pass an assessment:

  1. Go to the entity.

  2. Select the name of the assessment.

  3. Ensure that all tasks have been passed. Select Pass.

    Pass button to pass an assessment.

    If it’s not possible to select Pass, one or more of the assessment’s tasks are incomplete or failed.

  4. Optionally, add a comment to explain your decision.

  5. Select Pass assessment.

    The assessment goes into the monitoring stage.

Additional information