Creating a Relationship and Starting an Assessment
Updated
by Russell Sherman
Creating a Relationship and Starting an Assessment
- A VISO Relationship can easily be created by first either:
- Visiting the Directory, searching for and clicking "Add Relationship" on the Organization of choice.
- Or, clicking "Add Relationship" from the Relationships page, and searching for the Directory record of the Organization
- Set the Business Owner, and optionally provide a Business Purpose. Note: This value is presented to Third Parties when introduced to the collection flow.
- After creating the Relationship, define the Business Case and relevant Data Types by clicking Add
- Choose the appropriate Business Case
- Choose the appropriate Data Types
- With Business Case and Data Types defined, you can now start an Assessment by clicking Start Assessment
