Self-Assessments Made Easy

The Easiest Way to Collect Information from Auditees

Collecting information from auditees can be tricky, whether you are using outdated methods like emailing back and forth or using a complicated workaround. The Intact Platform Self-Assessments module makes data collection more manageable than ever before.

Leveraging the power of the Intact Platform eradicates unnecessary workflow steps. Simply send your auditees a self-assessment checklist directly through the Intact Platform Auditee Portal. They’ll automatically receive an email notification and can start filling in the checklist at their convenience.

Guide Your Auditees through the Self-Assessment Process

The self-assessment process can be challenging and time-consuming if auditees have to rely on direct back-and-forth engagement with your customer service team. Our multi-step system will guide your auditees through the process, minimizing the need for customer service engagement.

Our system allows you to attach memos with additional information to each checklist item to help your auditees answer correctly. The intuitive drag and drop functionality makes uploading documents and images easy and convenient. Automatic validation ensures that all checklist items get completed, and no data is missing by highlighting missing items to auditees and letting them jump straight to fix them. Auditees can easily submit their self-assessments once they complete the checklist in full.

Auditees can also use the Self-Assessments tool to actively submit data about anything from new products or new contact person. You can pre-configure self-assessments for anything you want data on, and your auditees can add and update them as needed.

Self-Assessments Benefits for Auditors, Reviewers, and more

Not only does the Self-Assessments module ease your workflow when it comes to collecting data, but it also offers simple data management. Intact Platform users who are auditors, reviewers, or back-office staff with the appropriate rights can access all data submitted to the self-assessments. You’re able to review completed checklists and uploaded files. Once all the data is submitted and reviewed you can close the assessment and proceed with the process.

Want to learn more?

Do you have additional questions or would you like to learn more about self-assessments with the Intact Platform? Book a call with us directly, or fill out the form below to set up a meeting or a product demo with one of our representatives.

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