Understanding the Work items evaluations tab

Roles and permissions

The following roles can access the Work items - Evaluations tab:

Administrators
Compliance managers
Users
Limited access users

The Work items - Evaluations tab lists all completed and pending evaluations. Evaluation assignees review the language and effectiveness of the following controls, requirements, and risks to reduce risk. For more information on assessments and evaluations, see Assessments and Using Hyperproof to perform assessments.

You can view evaluations in the following styles:

Card view - provides a kanban-style display of your evaluations, with each evaluation represented by a card. Cards include the assessment name, the ID and name of the object being evaluated, and the status.
Grid view - displays evaluation records in a table where you can bulk edit those records.

Work Items Evaluations tab fields and options

Field/Option	Definition
	The Filter icon opens the Filter panel, where you can filter evaluations by the following fields: Name ID Description Status Priority Due date Assignee Group
	The Gear icon opens the Settings window, where you can select the fields you want to include in the grid view. You can drag and drop the fields to change the display order.
	Use the view icons to switch the window between the Card view and Grid view. The Card view icon is on the left, and the Grid view icon is on the right.
Card view
All	The All tab displays all evaluation records.
Assigned to me	The Assigned to me tab displays evaluation records where you are the assignee or the owner/creator.
Status	Evaluation statuses are displayed across the top of the Card view. Statuses include: Not started - The initial state of the evaluation before any work has started. In progress - Indicates that the evaluation is being worked on. Submitted - The evaluation has been submitted for review. In review - The organization is reviewing the evaluation. Closed - The evaluation has been canceled. Approved - All information in the evaluation has been verified and accepted.
Card	Evaluation cards contain the following information: A link to the Assessment containing the evaluation. ID and name of the object being evaluated. Status User icon of the assignee
Grid view - Menu bar	Use the Menu bar options to complete bulk updates to the list of evaluations. Select the checkboxes for the records you want to edit. Options and fields you can edit include: Clear - Clears selected checkboxes Archive - See Archiving evaluations. Status Assignee - Note that if you select contacts as assignees, they can't complete the evaluation because they can't log into Hyperproof. Due date Priority Members
Grid view - Columns
ID	This is the evaluation ID. Evaluation IDs always begin with EVAL.
Name	The Name contains the system-generated title for the evaluation. For example, an evaluation name for a control evaluation is in the format: <Control ID>: <Control Name>. This field can be edited.
Description	The evaluation Description field contains user-specified text with instructions for the evaluation. This field is optional.
Status	The Status field indicates the evaluation's current status. Statuses include: Not started - The initial state of the evaluation before any work has started. In progress - Indicates that the evaluation is being worked on. Submitted - The evaluation has been submitted for review. In review - The organization is reviewing the evaluation. Closed - The evaluation has been canceled. Approved - All information in the evaluation has been verified and accepted.
Due date	The Due date field indicates when the evaluation must be completed. Hyperproof uses the due date as a trigger for notifications.
Priority	The Priority field indicates the importance of the evaluation. The default priority is Medium.
Assignee	The Assignee field displays the user icon and name of the person assigned to the evaluation.
Source	The Source field link shows the location of the item being approved. Click the link to access it.