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Starting New Assessment

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  1. Open the Assessments section

    Click Assessments in the left-hand menu while inside a client.

  2. Start a new assessment

    Click New Assessment.

  3. Select an assessment template

    Select either Complete Hardware and Infrastructure Assessment or Complete Security Assessment as the template.

  4. Proceed to the next step

    Click Next to continue.

  5. Begin answering assessment questions

    Enter answers for the assessment questions.

    NOTE: if a previous assessment of the same type exists, you will see the previous answers in the left-hand column

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