We are excited to share that Requirement Based Assessments (RBA) are getting better and efficient. This update focuses on simplifying the assessment lifecycle by removing unnecessary steps, improving navigation, and providing better organization of response data and attachments.

✨ What's New

1. Simplified navigation

   1. When editing an assessment, the tabs displayed change depending on the assessment status:

      1. Draft status: Shows tabs for assessment configuration

      2. In Progress status: Show tabs for collecting responses against requirements

2. Streamlined workflow process

   1. Publish step removed: As we found that the Published status was an unnecessary step, to streamline assessment creation we have removed this stage.

      1. Simply change the status to 'In-Progress' when ready to start collecting responses

      2. The 'Date Published' field will no longer be populated. Existing template reporting will continue to show this field data but going forward, the value will be 'null' for new assessments.

      3. Existing assessments with 'Published' status will be transitioned to 'Draft' status automatically - you do not need to do anything. All other assessment data will remain unchanged.

   2. Submit action not required: Once the response has been completed, simply move the status to 'Completed' to lock the response from further edits

   3. Assessments in Closed status can now be moved to any other status as needed

   4. All status changes are automatically logged in the assessment history

   5. Note that RBA templates still require the publish step to ensure changes are saved and prevent further edits

3. Reorganized side panel

   1. Some tab names have been renamed:

      1. 'Data' tab → 'Response' tab: Focused specifically on filling response fields for each requirement

      2. 'Requirement details' tab → 'Details' tab: Displays comprehensive requirement information and linked data

      3. 'Notes & Guidance' tab → 'Notes' tab: Streamlined access to relevant notes

   2. Some new tabs have been added:

      1. 'Linked Data' tab: Easily link issues, risks, or other relevant data as part of your response

      2. 'Attachments' tab: Dedicated space to upload, view, and manage all assessment attachments

      

📅 Go-live date

We are targeting a go-live date of 27-28 Aug 2025, depending on the time zone.

We’re committed to making this a seamless transition for you. If you have any questions or concerns, our Support team is here to help.

Thanks

Team 6clicks