Creating an Impact Assessment

Impact assessments are initiated directly from the Alerts page when an alert is identified as relevant to your organization.

To create an impact assessment:

1. Navigate to Alerts using the left-side navigation bar.

2. Select the alert you want to assess.

   
   

   

3. Move the alert's workflow status to Applicable.

4. A pop-up will appear prompting you to create an impact assessment.

   

5. Confirm to proceed. The Impact Assessment tab becomes available for that alert once the assessment is created.

Important Considerations

• If the alert is in Excluded status, an impact assessment cannot be created. The alert must first be moved to a different workflow status.

• If the alert is Unread, a recommendation will appear suggesting you move it to In Process before proceeding. You may:

  • Click Move and Create to update the alert status to In Process and then create the assessment.

  • Click Ignore and Create to bypass the recommendation and proceed without changing the alert status.

Applying Filters

Filters and sort order can be applied independently or in combination to refine the list.

To apply filters:

1. Click the Filters button on the right side of the screen.

2. Select one or more filters from the panel.

3. Adjust the filter criteria as needed.

4. The list updates automatically to reflect your selections.

Note: The number of active filters is displayed at the top of the page. To remove a specific filter, click Reset next to it. To clear all active filters, use the Reset All option.

Available Filters

Users can apply the following filters to refine search results:

• Impact Level – Narrow results based on assigned impact level (e.g., Potential Impact, No Impact).

• Owner – Locate assessments assigned to a specific owner/group.

• Status – Filter assessments by workflow status (e.g., New, In Process, Closed).

• Search – Use keywords, impact assessment ID, alert title to find relevant impact assessments.

• Document Status – Filter by the status of associated documents  (e.g., Introduced, Rule).

• Start Date – Define a date range for when an assessment started.

• End Date – Filter assessments by their completion date.

• Created Date – Search based on when an assessment was created.

• Sort Order – Arrange assessments in ascending or descending order by created date.