Configure assessment options

Customize the assessment options available for selection within individual validation report templates to align with your organization’s compliance framework and terminology.

NoneBy default, new validation report templates include four suggested default assessment options.

You can add, edit, delete, and reorder these options, or remove them entirely to disable assessments.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or Validator, or assigned another role with sufficient permissions to manage validation report templates.¹

¹ Manage permissions

To configure assessment options on individual validation report templates:

1. In the left sidebar, click Settings.

2. Under Documents, select Templates.²

3. Select the Validation Report tab.

4. Click the validation report template you want to configure assessment options for.

5. Under the Assessment Options section, add, edit, reorder, or delete assessment options as desired.

   To disable assessments for a template, delete all assessment options.³

² Customize document templates

³ Validation reports using that template will no longer display the assessment dropdown or assessment summaries.

Add an option

1. Click Add Assessment Option.

2. Provide the details for your assessment option:

   • name (required) — A short label for the option, between 2 and 50 characters.
   • description (optional) — A longer explanation of what the option means.
   • color (required) — Select a color from the color palette to visually distinguish this option.

3. Click Add Option to insert the new option into that validation report template.

Edit an option

1. Hover over the assessment option you want to edit.

2. When appears, select Edit Option.

3. Update the details for your assessment option:

   • name (required) — A short label for the option, between 2 and 50 characters.
   • description (optional) — A longer explanation of what the option means.
   • color (required) — Select a color from the color palette to visually distinguish this option.

4. Click Update Option to apply your changes.

Delete an option

ImportantAssessment option deletion is permanent and cannot be undone.

Assessment options can only be deleted if they are not assigned to sections in active validation reports.

1. Hover over the assessment option you want to edit.

2. When appears, select Delete Option.

3. Click Delete Assessment Option to confirm removal of that option.

Reorder options

1. Click and hold an assessment option and drag-and-drop to rearrange the order.

2. After reordering, click Save to apply your changes.