Manage assessments and milestones

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After running a Compass assessment and completing a milestone, you can run that assessment again to validate any changes or updates that occurred since the last milestone was completed. This makes it much easier to govern your workloads since you don't need to create a new assessment each time.

Run your assessment again after saving a milestone

Follow the steps outlined below to manage and re-run your assessments after they've been completed at least once.

1. Navigate to Resource > Workloads in CoreStack. Here, you should be able to see a list of your workloads, including any that have had an assessment done.

   • A completed assessment is indicated by a full green colored ring around the a cloud platform icon underneath the WAF Standards column.

2. Click on the icon under the WAF Standards column to view the assessment summary for that workload.

3. In the top right corner of the dashboard view, select Continue Assessment to open the assessment view, showcasing the lists of best practices and questions.

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"Re-run Scan" button:

On the assessment summary page, you may also see a button next to "Continue Assessment" titled Re-run Scan. Clicking this open an confirmation prompt, which once you confirm initiates CoreStack to run it's automated scans on your workload again.

This is helpful for if you make any changes and want CoreStack to re-validate any best practices for which automated scans are enabled.

4. Here, you go through the assessment questions again and make any changes as required. Functionally, this provides the same experience and interface as the assessment that was run before.

   • To learn more, read Start your first assessment.

5. Once you and/or any other stakeholders have made all the desired updates, scroll to the bottom of the page and select View Summary to return to the Assessment Summary page.

6. Upon reviewing everything once more, once you are satisfied and ready to proceed, scroll to the bottom of the page and select the Submit for Approval button.

   • This button may be disabled if not enough best practice questions have been answered.

7. Once submitted, the user assigned as the assessment Approver in an earlier step receives an email notification prompting them to go and review the assessment.

8. When the Approver user logs in to CoreStack, they can go to Workloads and click on the assessment status icon to view the assessment summary. Here, they will see an option to approve or reject the assessment.

   • If rejected, then the assessment Owner is notified by email to edit the assessment and re-submit for approval.
   • If approved, then the assessment Owner should see a new Create Milestone button on the assessment summary page. Click this to create a milestone.

This process can be done as many times as needed, and is helpful for creating a paper trail of snapshots to give a clear perspective of the state of workloads over time.

List Assessments and Milestone Summary

Overview

The Assessment page in the CoreStack application enables users to view a list of assessments that already exist and view the milestone summary for any selected assessment.

Access the Assessment List and Milestone Summary

To view the list of assessments and their milestone summaries, perform the following steps:

1. Sign in to the CoreStack application and click Compass > Assessments.
2. In the Tenant list in the top-right corner, click to select a tenant.

The Assessment screen will be displayed and users can view the following columns:

• Assessment Name: Shows the name of the assessment, the assessment status (Scanning, Scanned, etc.), and the time period when the assessment was completed.
• Workload Name: Shows the name of the workload, which users can click on to view more information. On the View Workload page, they can see details about that workload.
• Standard: Shows the cloud platform framework. A user can click a standard corresponding to an assessment to view the Assessment Summary page. This page shows the total assessment questions, total answers given, total unanswered questions, and the overall result status. In the View By list, select either Questions or Best Practices to view the assessment summary.

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Note:

• Click Continue Assessment to complete the assessment.
• Click Export and select either As PDF or As Screenshot. The Export option saves the milestone details in a PDF format and the As Screenshot option saves the screenshot of the page.
• To go back to the Assessment page, click the back arrow on the top-left corner of the page.
• Click any block on the diagram to view assessment details.

• Assessment Status: Shows the status of assessment – Approved, In Progress, Submitted for Approval, etc.
• Approver: Shows the name of the assessment approver.
• Owner: Shows the owner of the assessment.
• Milestones: Shows the number of milestones. When a user clicks Milestones, the milestone graph is displayed and they can view milestones as per date.
  • The By Score tab shows milestones as per score for different dates. The assessment details are displayed below the graph and a user can click the required section to know more details. A user can click a dot to know about the score and assessment completion percentage on that particular date.

• The By Open issue tab shows milestones as per open issues for different dates. The assessment details are displayed below the graph and a user can click the required section to know more details. A user can click a dot to know about the number of open issues on that particular date.

• The user can click the table icon to view the milestones in tabular format. A user can view the milestone name, assessment score, assigned date, open issues, unanswered questions, and it also shows the actions that can be taken on a milestone.

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Note

• In the Action list, a user can select any of the following:
  • Edit: Select this option to edit the milestone details.
  • Archive: Select this option to archive the selected milestone.
  • View Milestone: Select this option to view an assessment summary.
  • Export Milestone: Select this option to export the milestones as a PDF or screenshot.
• Click the graph icon on the top-right corner of the screen to return to the milestones graph.
• Click Add Filter and select the option Assessment Score to filter the milestones as per the assessment owner, or select Archive to archive the milestone as per the approver name.
• In the Last Week list, click to select appropriate weeks or months for which you want to view the milestones.
• Users can click VIEW CURRENT SUMMARY to view the assessment summary.
• Click Export and select either As PDF or As Screenshot. The Export option saves the milestone details in a PDF format and the As Screenshot option saves the screenshot of the page.

• Open Issues: Shows the number of open issues.
• Unanswered Question: Shows the number of unanswered questions.
• Last Modified: Shows the date when the assessment was last modified.
• Action: This option allows the user to take one of the following actions in the selected assessment:
  • Edit Assessment Settings: Select this option to make changes in the assessment details.
  • View Assessment Settings: Select this option to view the assessment details.
  • Clone Assessment: Select this option to make a clone of the selected assessment.
  • Archive Assessment: Select this option to archive an assessment.

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Note:

• To search for an assessment, in the Search Assessment Name box, type the name of the assessment and press Enter.
• Click Delete View to delete a particular view.
• Click Default View option to select the appropriate page view.
• On the Assessment page, a user can click START ASSESSMENT and start a new assessment. Refer to the steps here for more information on how to start a new assessment.