Lifecycle insights has the ability to export assessments to csv, as well as import them. As an example, I have attached a popular risk assessment template that we often show doing demos and training.
Do you have any templates that work well for you that you would like to share? Or are you looking for a template from the community? Share your ideas here!
Thanks for sharing this assessment, Alex. We're starting assessments for clients and internally, and we'll implement them as Q2 Client Business reviews roll up.
I don't have any assessments to share, but I'd like to see what others have used for pre-CBR assessments.
I have been building a lot of assessments. Here is one I built to identify what is in place, what isn’t, and clarifies internal documentation. I tried to include everything that the light touches on the IT landscape.
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