Scheduling an assessment

NAVIGATION  Assessments > Schedule Assessment

NAVIGATION  Organizations > Schedule an Assessment

NAVIGATION  Organizations > (select an organization) > Assessments > Schedule Assessment

Scheduling an assessment is the process of configuring the necessary requirements for your client’s security assessment. Assessments are scheduled via the scheduling wizard, which prompts you to configure settings in a series of steps to ultimately produce assessment results and reports.

For more details about assessments, refer to Assessments in FAQs.

BEFORE YOU BEGIN  To schedule an assessment, you must first create an organization to schedule the assessment for. Refer to Creating and managing organizations.

BEFORE YOU BEGIN  If you plan to schedule an internal assessment, an agent must be deployed. Refer to IP Estimator.

To schedule an assessment for an organization, open the scheduling wizard via any of the navigation paths at the top of this article.

Steps in the scheduling wizard

The scheduling wizard guides you through the following steps. Click Next in the lower-right corner of each page to proceed to the next step.

NOTE  Steps 5 through 8 vary depending on whether or not basic settings are enabled. For details, refer to Enabling or disabling basic or advanced assessment settings.

Click Finish to queue your scheduled assessment.

If you’ve opted to start the assessment immediately, it will start running 30 minutes after you've finished the scheduling wizard. For details, refer to How soon can I start an assessment?

Managing assessments

The Assessments page, accessible from the left navigation menu, lists all past and future assessments for all organizations. View the details of each assessment via the following four tabs:

Running

View the list of scheduled assessments that are currently running.

Scheduled

View the list of assessments that are scheduled to run in the future.

Completed

View the list of finished assessments that have already run.

Calendar

View all assessments in a calendar view based on their run dates. You have the option to view the calendar by Month, Week, or Day and cycle through those months, weeks, or days. To view only upcoming assessments and not previously run assessments, click Show Upcoming Assessments only.

In each tab, you can launch the scheduling wizard or IP Estimator tool, search for specific assessments in the list based on various data, select the number of entries displayed per page, and use the pagination controls to cycle through pages of entries.

NOTE  Assessment data is also available in the Assessments tab in any organization profile. Refer to Creating and managing organizations.