Importing assessment into CloudRadial can help speed up and scale their deployment to multiple clients within the system.
While assessments can be built and managed completely from within CloudRadial, many partners will find that working with assessments is faster in Excel. Note that currently, the only way to upload assessments into CloudRadial is via an Excel file.
In this article, we'll cover:
- Reviewing the Excel file format (with blank downloadable Excel file)
- Importing assessments
- Importing assessment templates
- Pushing assessment templates out via Partner > Content
Reviewing the Excel File Format
The Excel file uploaded into the assessments must be formatted in a particular way that maps to the available fields from within CloudRadial.
If you are pasting the Excel fields from other sources, ensure that the formatting is cleared. Uncleared formatting may cause errors during the import process, such as corrupted/garbled files.
You can get a blank Excel file for your assessment by clicking on this link.
The following table breaks down each column in the Excel file and what it controls. Fields left blank will be empty upon upload, but note that they can always be modified in system or replaced at a later time.
Note: Bolded categories are required - without them, the assessment upload will fail.
| Category | The category of the question (Ex: Access Control) |
| Question | The question to be answered during the assessment. |
| Order |
The order in which the question should be in relation to all other questions within a category. Categories will always be alphabetically ordered - only the questions within the categories can be re-ordered. We recommend using powers of 10 for question sets (Ex. Question 1: Order 10, Question 2: Order 20, etc.). This ensures that you can inject additional questions between each question without needing to re-order questions. For categories, we recommend using numerical values to start them to avoid accidental alphabetical organization. Ex: 1. B, 2. A, 3. Z, 4. C. |
| Explanation | The description that helps the client understand why the question is being asked/is necessary in the first place. |
| Type |
The type of responses allowed for the question. |
| Answer |
The pre-selected numeric answer for the question. The following logic corresponds to each question type.
|
| Text Answer |
The text answers corresponding to each question type, as listed above in the Answer field. The choices here are:
|
| Responses |
The responses corresponding to what's available for a given question. (Ex: Yes, No, Not Available) Response options can be built with scoring logic directly within the Excel file, following these listed rules:
All together, the field in the Excel file would look like this: Yes,Sort Of+,Not Relevant=,Unanswered*,No- |
| Is Flagged | The option to flag the question for discussion with the client. Can be either Yes or No. |
| Notes | The client-facing notes that are appended to the question. |
| Evaluation | Evaluation criteria to investigate/resolve the control within the question. |
| Remediation Summary | Single line summary used for reporting. |
| Remediation | Paragraph explanation of what's needed for remediation used for reporting purposes. |
| Reference | Used for reporting purposes - helpful to list reference sources or material that helps to explain where/why the control is being enforced in the first place. |
| Monthly Units | Monthly units needed to resolve the control within the question. |
| Monthly Unit Price | Monthly unit price to resolve the control within the question. Visible to clients. |
| Project Units | Project units needed to resolve the control within the question. |
| Project Unit Price | Project unit price to resolve the control within the question. Visible to clients. |
| Control Type |
The type of control that this question addresses. Used when creating a risk matrix. Functions on a scale of 10-30, where:
|
| Likelihood |
Likelihood of challenges/issues raised from noncompliance with the control in the question. Used when creating a risk matrix. Functions on a scale of 1-5, where:
|
| Risk |
The risk that this item presents. Used when creating a risk matrix. Functions on a scale of 1-5, where:
|
| Risk Cost |
The projected cost of the risk that this item presents. Used when creating a risk matrix. Functions on a scale of 1-5, where:
|
| Risk Impact |
The impact of a failure of the control posed within the question. Used when creating a risk matrix. Functions on a scale of 5-25, where:
|
| Owner |
The person responsible for owning and ensuring that the task is either completed or generally compliant. |
| UpdatedBy | The name of the user that updated the question. Enter a first name and last name, separated by a space. |
| UpdateKey |
A uniquely generated update key that helps CloudRadial tie the right information to the right question, even if many changes are made. Leave blank if starting new, and otherwise don't edit this field. |
| ContentUpdateKey |
A uniquely generated update key that helps CloudRadial tie the right information to the right question across multiple clients when distributed from Partner > Content. Leave blank if starting new, and otherwise don't edit this field. |
| Partner Notes | Private notes visible to the partner only related to a specific question. |
| Monthly Unit Cost |
Per-unit cost of remediation on a monthly basis. Not visible to clients. |
| Project Unit Cost |
Per-unit cost of remediation on a one-time basis. Not visible to clients. |
| PsaBoard |
The board or queue that the ticket would be sent to, if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaItem |
The board or queue that the ticket would be sent to if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaStatus |
The status that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaCategory |
The category that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaSubType |
The subtype that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaType |
The type that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaPriority |
The priority that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaSource |
The source that the ticket would have if the question were to generate a ticket for further investigation/resolution. Accepts CloudRadial tokens. |
| PsaEstimatedTime | The estimated time that the ticket would take to solve if the question were to generate a ticket for further investigation/resolution. |
| EmailList |
The list of emails that would be notified if the question were to generate a ticket for further investigation/resolution. Separate multiple with commas. |
| TeamsWebhook | The Teams webhook URL that would be fired off to if the question were to generate a ticket for further investigation/resolution. |
| SlackWebhook | The Slack webhook URL that would be fired off to if the question were to generate a ticket for further investigation/resolution. |
| FlowWebhook | The Microsoft Flow webhook URL that would be fired off to if the question were to generate a ticket for further investigation/resolution. |
| JsonWebhook | The JSON webhook URL that would be fired off to if the question were to generate a ticket for further investigation/resolution. |
| Script | Use question JSON Ids and Tokens to prepare a script that will be attached to the ticket. Note that CloudRadial does not run this script. |
| Checklist | These checklist items are added to the ticket as a list of tasks, if a ticket is generated from this assessment question. One item per line. Use the | character for multi-line entries. |
| NoteCompliant | Note that is automatically inserted in the item if it is compliant. |
| NotePartiallyCompliant | Note that is automatically inserted in the item if it is partially compliant. |
| NoteNA | Note that is automatically inserted in the item if it is not applicable. |
| NoteMissing | Note that is automatically inserted in the item if it has not been answered. |
| NoteNotCompliant | Note that is automatically inserted in the item if it is not compliant. |
Importing Assessments
To import an assessment into CloudRadial:
- Start by navigating to Compliance > Assessments within a given company.
- Select Import Assessment listed at the top right.
- The dialog to upload the assessment will appear. Select the file and name the assessment whatever you wish, and select Submit to upload it in.
- The assessment can now be ran as normal.
Importing Assessment Templates
To import an assessment template into CloudRadial:
- Start by navigating to Compliance > Assessment within a given company.
- Select the Templates tab.
- Click on Import Assessment listed at the top right.
- The dialog to upload the assessment will appear. Select the file and name the assessment whatever you wish, and select Submit to upload it in.
- The assessment template can now be added into an assessment and subsequently ran.
Pushing Assessment Templates Out Via Partner > Content
There isn't currently a function to import assessment templates directly for mass deployment. As such, follow these instructions to push an assessment template out to other companies:
- Navigate to Partner > Content within your tenant
- Select the Add button at the top right
- Create a content package for Assessment Templates
- Ensure that the name of the content package is as you like - it will be reflected with the same name in Compliance > Assessments > Templates.
Once the content package has been created, follow these steps to complete the process:
- Head to any company's Compliance > Assessments area.
- Upload your Excel file into the Templates tab (follow the step listed above if necessary).
- Once the assessment template has been added, select the assessment to open the question view.
- You can also use the 3 blue dot menu
by the assessment template and select Open to the same effect.
- You can also use the 3 blue dot menu
- Click on the orange Save As button and save the assessment template into the content package created earlier.
- Now the assessment template will be listed within the folder created previously in Partner > Content. You will need to Publish the content package to any company that should see it.
- Repeat this process for any template that you need to distribute to other companies.
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