Managing Your Testing Phase: Management Testing and Certifying Controls - Governance, Risk, and Compliance Topic for Oracle Applications - page 194

An assessment plan is used to specify, which components will be used in
an assessment. The assessment plan references the assessment template,
which is a collection of assessment activities to be used, including additional
assessment criteria. Templates can be applied to multiple assessment plans.
When you initiate an assessment, you can indicate, which plan to use. You
can use assessment plans repeatedly to initiate and complete new assessments.
When creating an assessment plan, consider the following:

• With which component will this plan be associated?
• Which assessment template will this plan use? The options that you have to
choose from are dependent on the component that you choose, and you can
only select active templates.
• Does this plan require a survey template to be attached? A survey template
can be included on any assessment activity for components.
• What selection criteria do you want to specify? This determines what will be
assessed for the component that you chose. If you do not select any criteria,
everything associated with your component will be assessed. However,
selecting criteria limits what will be assessed.
• What perspective selection criteria do you want to specify? Entering a
perspective in the selection criteria provides an additional filter of the data.
For example, if you chose the organization perspective and select one of
the child items within it, the assessment will only include the assessment
components that are within the hierarchy of that perspective node.

Assigning the delegate
Delegates are assigned from the list of available owner , reviewer , and approver
delegates that are specified in the assessment template that is associated with the
assessment plan. For example, if the assess risk activity in the associated template
does not specify an approver delegate, when you initiate the assessment, you will
not be able to select an approver for the assess risk activity.

Initiating/completing the assessment
Carry out the following steps in order to initiate an assessment:

1. From the Navigation menu, select the GRC Tools menu and click on the

I nitiate Assessment link under the Assessment Management task. Select the
Create option from the Actions menu.